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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
- Industries insurance
- Specialist tasks broker, Customer Relationship Management (CRM), insurance, sales and distribution, Support
- DV tasks customised software support
- System environment Cloud Computing, standard software: CRM systems
- Procedure model customer standard
- Development/ test tools Git, MS Visual Studio Code,
- Operating systems Ubuntu Linux Server
- Standard software Salesforce
Project start01.08.2017
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
Service
Industries
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