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Support and Development of a Salesforce CRM in the Insurance Broker Business

Brief description

For an internationally operating insurance company, a Salesforce CRM for the brokerage business is maintained and requirements for the extension of this system are continuously implemented.

Supplement

Support includes troubleshooting and system problems, system monitoring, data loading and data cleansing. The further development includes analysis, conception, design, realization and documentation of new functionalities.

Subject description

The application is used as a controlling application in the support of insurance brokers and offers a comprehensive view of the brokers as a basis for their optimal support. Amongst others, broker managers can use the application to query master data and aggregated key figures for brokers and insurance agents, maintain sales information, and record the results of discussions.

Overview

Project start01.08.2017

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