Evaluation of different CRM systems in the insurance environment

The objective of this project is to compare the two systems with practical examples of use cases taken from the real world. In a Customer Relationship Management (CRM) study, salesforce.com and Pegasystems were evaluated as commercial CRM providers with a view to their usability for the customer's field sales department. The objective of this project is to compare the two systems with practical examples of use cases taken from the real world. Furthermore, the systems are to be checked for usability as an "on-premise" installation. The evaluation includes the implementation of a single-sign-on mechanism, implementation of screens from the legacy CRM system, as well as connection to existing systems via an ESB (Enterprise Service Bus). Implementation proposals for subsequent projects are developed within the project.