Itautec—a Grupo Itaú (Itaú Group) company—specializes in developing products and solutions for computing, banking and business automation, and self-service. In addition, it provides infrastructure outsourcing and technical assistance services. The President of Itautec, in 2010, made many changes to the company’s organizational model and its approach to customer service, aiming to improve sales efficiency for increased revenue and profitability.
In this context, the company’s strategic sales planning department increased its use of Oracle’s Siebel Sales, achieving a nearly 35% improvement in activity flow between the sales force and the departments that support it—including the finance, engineering, pricing, and legal departments. In addition, increased use of Siebel Sales improved visibility into each team member’s work at every stage of the process, enabling sales managers to be more proactive, thus improving planning for the entire production chain following the sales cycle.