|
Pyxis Tapped by AIC for CRM, Sales Support
 TMCnet Contributing Editor
Pyxis Mobile, a vendor of wireless applications for the financial services industry, has announced that AIC Limited has selected their software in support of their regional sales group.
AIC's implementation of the mobile application includes bi-directional access to both Customer Relationship Management (CRM) and sales tracking tools for their sales and sales management professionals.
With its Head Office in Burlington, Ontario, AIC is one of Canada's largest privately-held mutual fund companies with assets under management exceeding $6 billion.
With their implementation of Pyxis Mobile, AIC is "taking a multi phase approach by extending their CRM and sales data initially, and then adding future application enhancements to expand capabilities and information for their wholesalers," company officials say.
AIC used Pyxis Mobile's configurable wholesaler application to power two business workflows — "sales directors gain wireless access to their individual territories, while regional VPs have visibility across all territories they manage," company officials say, adding that the common screens for each group are shared, while workflow-specific screens are accessible only by users from that group.
Last week Pyxis Mobile announced that Eaton ( News - Alert) Vance Distributors had implemented their mobile application to provide the firm's executive team with what Pyxis officials at the time said was "a real-time wireless view of core business intelligence metrics."
Pyxis Mobile's experience in delivering intuitive, mobile composite applications that make enterprise data actionable was noted as a major factor in the decision, company officials said.
Eaton Vance implemented Pyxis Mobile's wireless application for mutual fund wholesalers in 2004 to extend their CRM and sales data to BlackBerry ( News - Alert) smartphones from Research In Motion (RIM).
The 360-degree view of their clients "has allowed their wholesalers to provide better products and services, and to become more competitive in the marketplace," according to Pyxi officials.
INTERNET TELEPHONY Conference & EXPO — the biggest and most comprehensive IP communications event of the year — is going on this week (September 16-18, 2008) in Los Angeles, California! The show features three valuable days of exhibits, conferences, and networking opportunities you can’t afford to miss. Be sure to check out TMCnet.com and blogs from Rich Tehrani, Greg Galitzine, and Tom Keating for news highlights from the show. See you there!
David Sims is a contributing editor for TMCnet. To read more of David's articles, please visit his columnist page. He also blogs for TMCnet here.
Edited by Mae Kowalke
[ Back To TMCnet.com's Homepage ]
|
INDUSTRIES
Activate Email 
Find Solutions for Enterprises, SMBs & Service Providers at the INTERNET TELEPHONY Conference and EXPO East, January 20-22, 2010. Miami, FL.
