Αποτελέσματα Αναζήτησης
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.
- Get to Know the Insurance Data Model | Salesforce Trailhead
Built-in collaboration with Salesforce partners and...
- Get to Know the Insurance Data Model | Salesforce Trailhead
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.
Salesforce Data Modeling offers a comprehensive toolkit for efficiently managing insurance policies. This includes organizing policy information, policyholder details, premiums, and coverage specifics.
Salesforce can improve the efficiency of insurance operations and systems with data-driven automation — speeding up claims processes, billing, risk analytics, and propensity. With smooth connected operations, you can transform your customer service while keeping costs low.
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.
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...
Deliver Personalized Insurance Service with Financial Services Cloud. Use the insurance data model to plan, manage, and track your insurance business.
