Case Study: Legal & General achieves improved Salesforce data integrity and real-time reporting with Natterbox

Increased user adoption improves data integrity

Legal & General, a leading UK provider of protection, retirement and investment management, needed to ensure Salesforce data was up to date and to generate accurate, real‑time business intelligence. They also required a simple CRM–telephone integration for a new desk‑based broker team and instant access to call recordings for coaching. To meet these needs they turned to Natterbox and its advanced voice cloud for Salesforce.

Natterbox implemented a tightly integrated voice solution—click‑to‑dial, instant wrap‑up codes, automatic capture of call data and immediate call recording access—delivered and live within hours. The Natterbox service increased productivity, improved data integrity and ongoing Salesforce development, made recordings instantly available for coaching, and drove real‑time BI reporting, while meeting security requirements and delivering strong business value.

Legal & General