Legal & General


Legal & General wanted to ensure all Salesforce data was up to date and be able to create accurate, real time business intelligence reports. The newly established desk based broker team would be outbound calling and required the CRM and the telephone to be simply integrated. They wanted to use call recordings for coaching purposes and needed to access them instantly… instead of waiting weeks for files to be available.

Benefits of using Natterbox

Call There has been an increase in productivity with the click to dial pad and instant wrap up codes. Capture The implementation has improved data integrity and provides continuous development of the Salesforce platform. Record To establish best practice all recordings are instantly available and are being used for coaching purposes. Report The Natterbox service is based specifically on the business requirements and the reports drive real time business intelligence.

Let's talk

EMEA +44 203 510 0500
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APAC +61 2 8244 3000
USA +1 646 762 2111