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Adding context and intelligence to each sales engagement

In the investment management industry, client relationships thrive on trust. To maintain its reputation as a company that delivers superior, long-term investment performance, the highest level of investment expertise, and a client experience that exceeds expectations, New Jersey-based Lord Abbett needed to ensure that its sales efforts showed clients that the company had their best interests at heart.

This case study highlights how Lord Abbett gained a significant sales advantage with Infor Sales Intelligence for CRM. By understanding the trends and tendencies in client data, Lord Abbett’s sales team could better anticipate client needs and maintain their status as trusted advisors to clients – while improving the overall quality of the customer experience.