"Chatham's resources proved to be invaluable to the successful implementation of our E.piphany CRM platform. Their depth of experience with the E.piphany applications, as well as their business analysis expertise, combined to greatly accelerate implementation times and resulted in a higher quality and more stable production system." Kevin Bubier Senior Program Manager Pioneer Investments

But until it began work with E.piphany and Chatham Systems Group, Pioneer did not have easy access to product information. The company lacked an integrated, enterprise-wide CRM system, and its reporting depended on a third party system, running on old technology that was not user friendly. Because it was so time-consuming to retrieve and format the data, Pioneer was using precious customer-management resources to generate basic information.

Pioneer knew that a better flow of information to and from its brokers would mean improved relationships with those brokers, more opportunities to upsell and cross sell, and more sales effectiveness for the brokers with their clients.

Solution:
Pioneer partnered with Chatham Systems Group because of its knowledge of the financial services industry, its proven expertise in providing support and management for the entire suite of the E.piphany E.5 ™ products, and its successful track record in large scale implementations.

Chatham Systems Group managed the implementation of E.piphany Enterprise Insight, E.piphany Service and E.piphany Real-Time. Working closely with Pioneer, Chatham Systems Group assisted in the integration of multiple systems and created a unified, easy-to-access Internet-based platform that will provide Pioneer with a single view of its inbound and outbound communications with brokers across all channels.

Result:
Pioneer has created a system that integrates data and interactions across all customer touch points, providing it with real-time reports and analyses—previously unavailable—that allow it to gain detailed insights into its brokers and products, and to act on those insights. Pioneer can provide better service to its brokers with more timely and customized product information and sales support. Supplied with the most current information, Pioneer brokers have the tools to increase their sales and enhance their customer relationships.

The CRM solution implemented and managed by Chatham Systems Group has the flexibility to grow with Pioneer, enabling the company to target products and services and build profitable relationships with brokers.


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