By Sarah Nicastro, publisher/editor in chief, Field Technologies
Deploying a new CRM and field service software solution has increased efficiency, improved the customer experience, and streamlined compliance.
Principal Financial Group is a leading global financial investment company with $619.7 billion in assets under management. The company’s U.S. retirement and income solutions division has a team of more than 200 field service personnel that conduct in-person meetings in the field with advisors, plan sponsors, and participants, as well as another 100 employees who support both sales and service personnel for that division. The field team is supported by a team in the corporate offices — employees who service customers and provide information, services, and insights to the field workers.