Generali Česká Pojišťovna
“Implementing Data Cloud and Marketing Cloud Personalization has enabled us to segment our clients more accurately and personalize the experience for visitors to our website.”
Aleš Kýr
Team Manager, DIGITAL SALES & PERFORMANCE MARKETING
How Enehano Helped Generali Česká pojišťovna Personalize the Digital Experience in Real Time
Generali Česká pojišťovna faced the challenge of fragmented customer data and limited ability to respond in real time to visitor behavior on its website and mobile app. The goal was to increase user engagement and the ROI of marketing campaigns through advanced personalization.
To implement this, GČP chose Enehano, a Salesforce partner with deep experience in the Czech market that combines technological expertise with an understanding of customers’ business processes.
The proposed solution is based on the integration of Salesforce Data Cloud for data unification and Marketing Cloud Personalization for delivering personalized content. The result is a functional ecosystem connecting data, communication, and business scenarios, built on four key business scenarios that work with real-time data.
Consistent client data
Real-time personalization
Integrated marketing ecosystem
“Thanks to Enehan’s expertise, we were able to consolidate fragmented data into a unified client profile. Salesforce allows us to respond to client needs in real time, which significantly increases the relevance of our communications.”
Aleš Kýr
Team Manager, DIGITAL SALES & PERFORMANCE MARKETING
Key benefits
Unified Customer Profile (360° View)
By integrating web and transaction data in real time, we can tailor our communications to the customer’s current situation.
Real-time responses on the web
Marketing Cloud Personalization allows you to instantly customize banners and website content based on visitor behavior.
Saving Unfinished Models
Clients who have left the calculator are automatically re-engaged via banners and emails within a defined time frame of up to 5 days.
Smarter Cross-Selling (Next Best Offer)
Identifying opportunities within the insurance portfolio makes it possible to offer relevant products at the right time.
Reducing the number of incomplete online payments
Automatic reminders sent 48 hours after a policy goes unpaid help to renew approximately 10,000 policies each year that would otherwise lapse.
Supporting the sales network with data
The system identifies when an existing customer shows interest online and delivers “hot” leads with full context directly to a specific advisor’s CRM.
Increasing conversion rates and ROI
Using Salesforce and Next Best Offer logic in campaigns leads to a demonstrable increase in return on marketing investment.
Rapid adoption of solutions and development of competencies
Thanks to comprehensive onboarding and user training, the GČP internal team is able to independently manage and develop personalization scenarios.
About Generali Česká Pojišťovna
Generali Česká pojišťovna is one of the largest insurance companies on the Czech market and is part of the international Generali Group. It focuses on comprehensive insurance services for individuals and businesses and has long been investing in digitalization, data analytics, and improving the customer experience.
Headquarters
Prague
Industry
Insurance
Number of Employees
4000+ (Czech Republic)
Annual revenue
30+ billion CZK
Website
Explore more case studies
ČSOB Insurance company
"We replaced the original CRM with the Salesforce solution. Salespeople now have all the information in one place and can provide clients with excellent service.“
Dalibor Machoň
HEAD OF SALES SUPPORT
Česká spořitelna (part of the Erste Group)
"Thanks to the marketing transformation, we have switched to personalized communication with clients and increased the efficiency of our team. The consolidation of five tools into one allows us to respond more quickly to client needs.“
Lukáš Pudil
PERSONALISATION TRIBE LEAD / DIRECTOR
Vekra
"With Enehano, we can fully leverage the capabilities of FSL technologies in Salesforce, integrate them with our existing solutions, and continuously improve processes to achieve maximum efficiency.“
Jiří Červinka
CEO, CFO
Heureka Group
„The unification of CRM systems simplified processes across five markets and sped up data processing. Thanks to Salesforce, we have a centralized view of B2B customers and better understand their needs.“
Jiří Svoboda
Group Head of Ad Tech & CRM
Česká spořitelna [2] (part of the Erste Group)
„Salesforce Financial Services Cloud has accelerated the bank’s digitalization and made it easier for bankers to work with client data."
Lukáš Pudil
PERSONALISATION TRIBE LEAD / DIRECTOR
ČSOB Insurance company [2]
,,With Salesforce, our contact center is faster, more stable, and more transparent. Thanks to pilot users and a gradual rollout, the team adopted it without any issues."
Lucie Brandová
Head of Client Contact Center
Consultation with the expert
Discuss your specific needs with our expert and learn more about our approach to projects.
Martijn Potman
Territory manager Netherlands
