Irish Pensions and Finance
Irish Pensions and Finance (previously Personal and Corporate) was set up in 1993 by the principal
partners Owen Dwyer and David Dunleavy.
To date, the company has over 6,000 clients in the Civil and Public Service and over 1000 clients in
the Private Sector. With their team of highly trained and experienced financial consultants
covering the 26 counties, they make a point of delivering a personal and professional service to
their clients.
Specialties: Dry Ice Solution Providers, Dry Ice, Dry Ice Blasting, Solid Carbon Dioxide
Suites 3 & 4, Gowna Plaza
Bracetown Business Park, Co Meath
http://www.ipf.ie
IPF provide financial advice and a range of financial
products to the public and private sector. The business
required a central database for all client information.
Current business difficulties included missing revenue
targets, letting sales opportunities slip through the net
and ineffective marketing campaigns. These main issues
were causing an impact on businesses growth.
By deploying a central CRM database we enabled the
sales team to identify and follow-up with new prospects
and existing customers. The sales team could now
optimise the information shared by multiple employees
from sources such as word, excel, outlook and other
office applications.
The use of the tailored CRM database provided
employees with the information necessary to know their
customers, understand their needs and build lasting
relationships with them. Sales were increased by allowing
the formation of individualised relationships with
customers by identifying the most profitable customers
and providing them with the highest level of service.
“…Since we
started using the
SuperOffice
system, our
productivity levels
have increased
two-fold…”
Kevin Bowler
Sales Director
Irish Pension & Finance
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Smart Fusion Leinster Office: 01 6420000
Smart Fusion Connaught Office: 094 935 7694
e: info@smartfusion.ie
Smart Fusion 2014