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in|RELATION Salesforce

Boost your customer experience with the Salesforce template for the insurance industry

Changing customer need require innovate solutions

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.

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The functionalities at a glance

  • 360° view of partners and their budget
  • Clear management of master data and acquisition data
  • Contact and activity history
  • Recording and qualification of potential customers
  • Ranking of potential customers by AI-based score
  • Tracking and evaluation of lead sources
  • Integrated function as well as an option to connect third-party solutions – for example, to carry out analysis and consultation meetings
  • Assignment of potential customers and partners to a mediator according to specific criteria – such as geographical distance and specialisation
  • AI support in discovering potential for up-selling and cross-selling
  • Recording of all customer transactions bundled in one channel
  • Support for the partners’ preferred contact channels
  • Fully integrated customer portals for a separate overview as well as for closer cooperation with partners
  • Comprehensive evaluation and generation of new insights through integrated analytics functions
  • A large number of reports and dashboards typical for the insurance industry available out of the box
  • Simple creation and customisation of new reports and dashboards
  • Central administration and control of all customer-relevant tasks
  • Outlook integration to synchronise tasks and appointments
  • Planning and coordination of customer appointments including an individual agenda with Lightning Scheduler
  • Arrangement of appointments via the customer portal directly by the potential customer or partner

Do you have any questions?

Let’s discuss how we can work together to implement your Salesforce project. I look forward to being able to meet with you.


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