Case Study: SunGard achieves improved sales efficiency and collaboration with Microsoft Corporation Office 365

SunGard transforming the sales journey with Office 365

SunGard, a large professional services company serving financial services customers worldwide, wanted to transform its sales journey and improve collaboration between sales and marketing. The company needed better sales enablement, mobility, productivity, and secure access to information for a growing sales force, while still protecting sensitive customer data. Microsoft Corporation helped SunGard do this with Office 365, alongside Surface Pro 3 devices and tools like Skype for Business and Power BI.

Microsoft Corporation implemented Office 365 to give SunGard employees secure access to presentations, real-time collaboration, and video meetings from anywhere. The result was a more seamless sales process, faster deal progression, and stronger teamwork across locations, while maintaining security controls and data privacy. SunGard also increased its sales force headcount by 20 percent in 2014 and was named the best company to sell for by Selling Power magazine for three consecutive years.

SunGard

Colin Day

Global Head of Marketing Operations