Pacific Life selects Salesforce for digital transformation

Pacific Life selected Salesforce to help it get to a single platform which could be used by its employees across all regions and departments, to view and manage customer relationship and interaction. Salesforce was chosen by the insurer to address this challenge, by bridging the gap between its sales, service and marketing teams and reimagine how to engage with financial professionals.

As part of the transformation, Salesforce will deploy its integrated CRM platform in Pacific Life to support seamless customer engagement and deliver high-value, differentiated experiences by collaborating and connecting across teams.

By offering a single view of customer and data with Salesforce, Pacific Life will be able to prioritize and customize digital interactions of each individual customers, based on their needs and to measure the impact across the business. Also, the platform will allow connecting with customers on their preferred channels such as traditional call centers and other channels including email, social chat and text.

Pacific Life also wants to modernize its sales and services approach by tapping into an ecosystem of distribution partners using application programming interface (APIs). By developing an application network of APIs, the company could integrate with new partners on digital platforms such as Blueprint Income and offer its products to new customers.

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