JOOL Securities & Upsales
All the information we need in one view
JOOL Securities, with offices across the Nordics and in Zurich, offers investment advice with a focus on Nordic fixed income.
Why did you choose Upsales?
"After demos of five different CRM systems, there was one clear winner," says Fredrik Löfnertz, CEO of Jool Securities. "The quick view in Upsales gives us all the information we need in one view, which is a big advantage and something we haven't seen in the other CRM systems we evaluated."
How did you work with sales before?
We market investment opportunities mainly through direct sales, and over the years we have used various CRM systems to support our work.
Why did you choose Upsales? Did you look at other systems?
Yes, we looked at several systems – around five that suited us well on paper. After demos of the different systems there was one clear winner, and that was Upsales. Upsales has many features that suit us very well. A complete system without overcomplicating things.
What is the sales challenge for a company in corporate bonds and bridge financing?
One challenge, which I think many will recognise, is communicating complex offers in a thorough, comprehensive way while keeping the customer's attention. Another is organising our work in the smartest possible way, and that is where our need for a CRM comes in.
How do you plan to work with sales going forward? New ideas, processes, CRM features you like?
To organise our work as well as possible, we want maximum overview of contacts and business opportunities. The quick view in Upsales gives us all the information we need in one view, which is a big advantage and something we haven't seen in the other CRM systems we evaluated.
How important is good support to you?
Access to fast, professional support is absolutely essential so we don't lose valuable time.
Do you have use for training in sales and new CRM possibilities?
For us it's a given to choose systems that keep developing in step with our needs, and we definitely have use for ongoing skills development to make our work in Upsales more efficient.
Fredrik Löfnertz, CEO, Jool Securities
About JOOL Securities AB
JOOL Securities AB offers investment advice across several asset classes, with a focus on Nordic fixed income. Read more about JOOL Securities here.