Αποτελέσματα Αναζήτησης
The insurance-specific analytics for Financial Services Cloud (FSC), a comprehensive set of CRM Analytics dashboards, offers insurance executives and managers insights into their book of business and identifies opportunities to improve sales.
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.
Salesforce Data Modeling offers a comprehensive toolkit for efficiently managing insurance policies. This includes organizing policy information, policyholder details, premiums, and coverage specifics. Insurers can easily create, update, and renew policies while managing billing and payments seamlessly. Claims Management.
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...
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.
12 Οκτ 2023 · By harnessing Salesforce’s flexibility, automation, and integration capabilities, insurance companies can streamline their middle and back-office operations, addressing industry-specific challenges while positioning themselves for long-term success in an ever-changing landscape.
Use the insurance data model to plan, manage, and track your insurance business.
