The increasing number of mobile devices, higher expectations of the customer experience and new competitors from the InsurTech sector are increasingly changing the insurance industry. To meet the growing need for a seamless customer experience and digital services, innovative solutions are needed.
Efficient design of sales processes
With the Salesforce template for the insurance industry, adesso is offering a comprehensive and innovative solution for modern partner management that covers sales-, contract- and claim-related matters, marketing, as well as customer and intermediary services. The visualisation of data gives your employees a quick 360° view of business partners as well as a comprehensive overview of their budget and displays existing as well as external contracts. Coupled with extensive dashboards and reports, this opens up new potential for acquisition, sales and customer service. The Financial Services Cloud is a combination of the two leading CRM systems Salesforce Sales Cloud and Salesforce Services Cloud. This provides you with the latest solution from the world’s leading CRM systems, which includes not only sales but also comprehensive service components. This allows your employees to concentrate on the important things – developing and expanding customer relations.
With the mobile first approach, Salesforce is pursuing the use of the Financial Services Cloud on all mobile devices. This enables location-independent, direct and quick access to all relevant data and functions.