Case Study: IOOF Holdings Ltd. achieves full opportunity-pipeline visibility and faster sales productivity with Oracle Sales Cloud (Oracle)

IOOF Gains Insight into Opportunity Pipelines with Oracle Sales Cloud

IOOF Holdings Ltd., one of Australia’s largest financial services firms with a 170‑year history, needed a more flexible, easy‑to‑use CRM to put clients first and grow business opportunities. Its sales organization lacked a single source of truth and visibility into opportunity pipelines, relied on multiple back‑end systems, and wanted to shift performance measurement from activity counts to pipeline quality and end‑to‑end opportunity tracking.

IOOF implemented Oracle Sales Cloud with partner Ekulus, consolidating data from multiple systems into a single platform and rolling out user training to drive adoption. The solution gave 45 users mobile access to up‑to‑date customer records, full lifecycle pipeline visibility, prebuilt reports for quality‑based performance metrics, embedded scripts and templates to speed coaching, and easier customer segmentation and collaboration; deployment took 12 weeks with quarterly innovation releases, simplified system management via managed services, lowered IT costs, and retained domestic data hosting.

IOOF

Julie Wise

Head of Sales Enablement