Increases sales productivity by integrating with Salesforce
36%
Reduction in printing and self-mailing content costs
2,100
Employees accessing single Seismic platform
INTEGRATIONS
Salesforce, Eloqua
Challenge
Marketing and sales were losing time by manually personalizing pitch books.
HEADQUARTERS
New York, NY
INDUSTRY
Solution
Salespeople build customized pitch books unassisted with LiveDocs® in Salesforce.
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New York Life has 32,310 employees and one of America's largest mutual life insurance companies. New York Life and its subsidiaries provide insurance, investment and retirement solutions.
The Challenge
Sixty marketing managers and 400+ sales reps in New York Life’s annuity and investment groups were wasting time manually updating materials for their mix of B2B and B2C clients across the globe. During their four year digital transformation journey, New York Life realized they needed a better system to automate and personalize pitch books and streamline collaboration.
The Solution
Rolling out Seismic across the annuity and investment groups, sales has access to build customized pitch books using LiveDocs® technology directly in Salesforce. They can also see, personalize, and send Predictive Content based on their customer’s information in Salesforce through their Eloqua integration.
