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Other Directories, Comparisons, Research 2006 CRM, Call Centre & Marketing Systems (June) View from the Top: ING ...

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Summary of Reports

 Epicor

 Group 1 Software

 Hornbill Systems

 JI Group

 Lagan

 Onyx Software

 Pivotal

 QGate Software

 Saratoga Systems

 Softlab

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version of the full report


Management Briefings



 Market Overview & Analysis | Part 2

 Expert Opinion: Richard Boardman of Mareeba CRM Consulting

 View from the Top: ING Investment Management | Part 2

 Relationship Management: Steve Downton | Part 2

 Partner Management: Gino Morelli of IF International | Part 2

 Customer Focus: Andrew Broome | Part 2

 Strategy Issues: Michael Collins, a managing consultant at Database Marketing Counsel | Part 2

 Technology Issues: Rob Brickle of Bsquared Consulting | Part 2

 Relationship Management: Jeffrey Peel of Quadriga Consulting | Part 2

 Contact Centre Management | Part 2

 Evaluation Centre: Details of CRM available on our partner website, www.evaluationcentre.com

View from the Top - Part 1 | Part 2

  PROFILE

Josien Piek

Company: ING Investment Management.

Interviewee: Josien Piek.

Job Title: Institutional business development director for the UK, Finland and Denmark.

The Subject: Asset management company, ING Investment Management, is using CRM software to improve the productivity of its European sales staff in the area of contact management.

PERSONAL FILE

NAME: Josien Piek.

BACKGROUND: Josien is the director responsible for institutional business development at ING Investment Management in the UK, Finland and Denmark. She joined ING IM in 2001 as investment manager for fixed income credits.

Before that she worked as an investment manager for NIB Capital, managing the credit portfolio of the Dutch state pension fund, the ABP. Prior to this she was a corporate banker with NIB Capital, structuring and syndicating out senior bank loans.

She obtained her Master’s degree in Economics from the University of Amsterdam in 1991, specialising in monetary economics. Her thesis on the inverted term structure was published.

At the time ING IM was looking for a new CRM system, Josien was working in the sales management centre which gives support and assistance to the international salesforce. She helped procure the iAvenue system and worked closely with Saratoga staff on the system configuration.

She has now returned to a sales role, and uses the system she helped to install.

Q: WHAT BUSINESS DRIVERS LED YOU TO ADOPT A NEW CRM SOLUTION?

A: At the time, the existing CRM system was not at all flexible and it wasn’t fun to work with. ‘Fun’ may sound like a strange word to use, but to do sales well, people have to be motivated and they have to enjoy what they are doing and the tools they are using.

Selling is a highly creative process and sales people need systems that support their creativity, which look and feel good to use. If a system doesn’t fit the way they work, then they won’t use it – and this is what was happening with our old system.

Of course, good sales people will always be successful regardless of the tools they have at their disposal and ING IM staff are highly motivated and high achievers. But we were losing a lot of time searching back in the system to find client contact information and that information was scattered in lots of different places – in our mailboxes, on cards, for example.

We needed a system that was simpler and more intuitive, not heavy and boring, which would encourage sales staff to input information into it and to use it. This would enable ING IM to take sales productivity to new heights and support the production of management information and reports.

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