Legal & General


Legal & General wanted to ensure all Salesforce data was up to date and be able to create accurate, real time business intelligence reports. The newly established desk based broker team would be outbound calling and required the CRM and the telephone to be simply integrated. They wanted to use call recordings for coaching purposes and needed to access them instantly… instead of waiting weeks for files to be available.

Benefits of using Natterbox

Call There has been an increase in productivity with the click to dial pad and instant wrap up codes. Capture The implementation has improved data integrity and provides continuous development of the Salesforce platform. Record To establish best practice all recordings are instantly available and are being used for coaching purposes. Report The Natterbox service is based specifically on the business requirements and the reports drive real time business intelligence.

Let's talk

EMEA +44 203 510 0500
Nordic +46 8 4030 9112
APAC +61 2 8244 3000
USA +1 646 762 2111

Company Profile

  • Legal & General is a leading provider of protection, retirement and investment management in the UK offering a wide range of financial products to institutions and individuals.
  • Established in London in 1836, they have been providing customers financial solutions and services that allow them to plan for their future for over 178 years.
  • With over 9,000 employees, Legal & General are committed to delivering financial security to over 10 million customers across the globe.

Why Natterbox?

  • Legal & General were confident the Natterbox service would meet their security requirements with Natterbox’s many reference sites in the Financial Services sector.
  • The Natterbox implementation process was quick and easy, with the package being installed, tested and live within a matter of hours.
  • Natterbox understood the requirements and were able to integrate the solution to exactly meet Legal & Generals needs.
  • Legal & General found Natterbox pricing competitive and offered great business value.
  • Natterbox delivered a professional and versatile sales engagement approach.