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15 Απρ 2021 · Salesforce Industries has extended the Salesforce standard object model to include a deep insurance data model. This industry-specific data model can help you reduce the cost to serve and...
The B2C Commerce Toolkit for Insurance is a free Salesforce Community solution offered as an unmanaged package. With this toolkit, you can access the full power of the Salesforce developer community, such as from shared code enhancements, and contribute to the toolkit yourself.
Built-in collaboration with Salesforce partners and customers, the insurance data model provides out-of-the-box functionality to organize your data in Salesforce. It enables insurance companies of all sizes to connect with their clients, sales reps, and service agents.
The Analytics for Insurance app powers agents with practical insights on their sales performance and enables them to be more efficient in sales execution. They can grow written premiums by using app dashboards to segment the customer base and get insights on upsell/cross-sell opportunities.
The Analytics for Insurance app gives agents and managers insights on their sales performance, team’s performance, leads and opportunities. Agents can grow written premiums by using app dashboards to segment the customer base and get insights on upsell/cross-sell opportunities.
Use the insurance data model to plan, manage, and track your insurance business.
17 Απρ 2024 · In this article, we’ll give you a closer look at Salesforce for insurance industry and explain how Data Modeling helps to manage policy and claim data effectively. What Is Salesforce Data...
