Salesforce for
Financial and insurance service providers

With our solutions to success.

Change in the industry

With Salesforce comes the perfect toolset

Financial topics are a matter of absolute trust and require sensitivity, openness and transparency in the dialog with customers. Salesforce provides the perfect tools for this.

Customers who choose a financial or insurance service provider have high expectations and a great deal of prior knowledge. As a result, they want a contractual partner who communicates with them honestly and at eye level.

Your security in a volatile world

In the world of finance and insurance, what counts for customers is a skillful mix of profit prospects and security in a global market that can change vehemently from one trading day to the next. Insurance addresses customers’ need for security: Health, old-age provision, and protection against strokes of fate are areas of life where customers are reluctant to leave anything to chance. In a sense, the individual insurance package becomes the rock of life.

The situation is similar with the financial services provider. He has insight into the area that people don’t even talk about with their closest friends. This is why the highest level of sensitivity is required when serving financial and insurance customers.

This works best through reliable, fast and credible communication and skillful use of knowledge about the customer. Salesforce offers the perfect tools for this and provides exactly the knowledge needed for careful customer care. Cloud-based, each department always knows how to evaluate the current status quo of the customers in order to react to requests and wishes with a sense of proportion.

Increase sales performance with the right information at hand

However, Salesforce not only provides invaluable services for customer communication. Moreover, the Salesforce concept networks all relevant departments of a financial services provider or an insurance company with each other. Current market data, economic forecasts for any period of time, or analyses relevant to decision-making can be displayed clearly for all business areas in seconds. This is just as important for the development of new financial or insurance products as for the adaptation of existing packages.
The availability of absolutely up-to-date data means that sales staff can always go into customer meetings well prepared. The development department has solid foundations for designing tomorrow’s products and marketing can take advantage of current developments to create targeted customer approaches.
Likewise, management benefits from the knowledge networked within the company via Salesforce when making strategic decisions that extend far beyond a single quarter. With Salesforce, the customer always stays where he should be: at the center of the company.

Our cloud recommendations for insurance and financial companies

With digitization comes success

Through Salesforce, financial service providers and insurers become more agile, create more customer proximity, and increase their performance in terms of transparency and security.

Always be able to act

Thanks to Salesforce, turbulent market events can be evaluated immediately and adjustments and reactions can be implemented in all departments at lightning speed and in good time.

Offer the customer absolute security

With Salesforce, confidential information about customers is absolutely secure in the cloud and yet always available where it is needed. The perfect basis for more customer proximity.

Product development with a nose ahead

In the financial sector, successful product management is based on quick reactions to the caprices of the financial markets as well as on a long-term strategy. Salesforce provides the foundation for both elements.

The Salesforce Products

Our cloud recommendations

Salesforce opens up a whole new way of implementing CRM for new customers. This is, of course, configured exactly to your needs and installed with care and consideration within the framework of a defined project in the company. During project planning, we make sure that neither the resources in the company nor the employees as individuals are overburdened.

The secret to Salesforce’s success is employee adoption. Because Salesforce expands both the capabilities of everyone in the company and the performance of the company as a whole. We look forward to talking with you.

Increasing sales has never been so easy!

With the right sales tools, your sales force can drive business growth with less effort, anytime, anywhere. Make sure that all sales employees can give their best.

Successful sales growth:
Growing your business could be easier than you think, regardless of the size of your company, your industry, or your region. Increase revenue and employee productivity by consolidating all sales operations onto one platform.

Virtual interactions as the new normal:

Today, everything goes online – adapt and take advantage of networking.
Help your team work more efficiently, regardless of which team members are working.
Sell faster with easy-to-use apps for virtual sales, activation, forecasting, and planning.

Support every step of the way:

Give your teams additional ways to increase sales and close deals faster.
With regular new feature releases, the world’s largest marketplace for business apps, free on-demand training, and a global community, your team will be well prepared.

Provide customer service from anywhere

Everything you need – and all the experts you need – can now be found in one place.
This way, you provide the best customer service in your industry and solve more problems in less time.
By combining Service Cloud and Slack, you provide your customers with complete digital interactions and a memorable customer experience.

Satisfaction increases with efficient workflows

Together, Salesforce and Slack enable a completely new and efficient way of working in customer service.
Your support team is connected and has everything in one place: all the apps, the experts, and the people they need to solve more problems than ever before. And all of this is happening at breakneck speed.

Marketing that inspires

Marketing is about more than just reaching as many customers as possible. It’s also about inspiring them to build a relationship with your brand. The best marketing is personal. It not only appeals to your current customers, but also inspires your potential customers to build a relationship with your brand.

One of the most important ways to build trust is through personalization. When you show your customers that you know what they need – and that you’re willing to go the extra mile for them – you create a sense of loyalty that’s critical to long-term success. The best way to personalize your marketing? Let your customers do it themselves.

Marketing today is much more than a single ad or piece of content. Marketing can consist of a number of features, such as personalized emails, social media posts, and product suggestions tailored to your customers. You can communicate across all your channels to reach your younger customers. Younger customers are especially active on social media, so this is a great way to communicate with them.

AI and behavioral data to gain a much deeper understanding of your customers. Then, you can use this information to make smarter marketing decisions and increase your sales. Tableau CRM gives you the tools you need to do just that, so you can create more value for your customers and grow your business.

You can also use Tableau to improve your customer experience on social media by using the right data to make decisions. You can use posts that generate the most likes and shares to guide your content strategy, and you can use behavioral data to tailor your messaging to your customers’ interests and needs. This way, you can provide your customers with a better experience while increasing your brand’s visibility and reach. You can also use Tableau to create an even better customer experience by using the right data to make decisions.

Let's take your business to the next level together!

We are here for you!

We make sure you have the tools to succeed. From teamwork to processes, we provide a roadmap for your business with IT solutions that streamline everything from sales management software to scheduling apps – whatever will help your business move into the next era!

close slider

    Wir beraten Sie gerne!