Objectives and requirements

- Central address file largely free of duplicate addresses and with company profiles and evaluations

- Electronic customer dossier available throughout the company

- Central document administration

- Uniform communication platform / CI

- Access for everyone and anywhere

- Product management, quote qualifying, knowledge base

- Marketing tools / campaign management

- Connection to the insurance software

- Mobile access to data (Laptop replication, internet clients, smart phones)

- Field service sales portal for Key Accounts and field service in one database

 

For more info about this case, please download the brochure HERE

Uses and benefits

- Current and valid sales information

- Organisation of complete document administration

- Saves time searching for information

- Uniform communication platform for implementing CI and CD

- Speeds up many work processes

- Fast evaluation of key figures, visit reports, etc.

 - Customers benefit from improved service

- Daily successes motivate employees

- work is fun again

Conclusion

Michael Bertrand, authorised negotiating agent and IT Director, Assekuranz Herrmann

"Our greatest asset is our customer’s confidence. The central CRM system and connected customer portal makes all current and valid sales information available. Our customers benefit from improved service."