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
What did the implementation of Salesforce CRM bring to ČSOB Insurance?
In 2018, the management of ČSOB Insurance decided to significantly strengthen the performance of its sales network and offer intermediaries the modern tool Salesforce and its features.
During the project, several technical limitations on the client’s side were identified, which needed to be taken into account in the already running project. We expanded the original project scope several times while maintaining the timeline for the pilot phase.
The preparatory analysis for the new CRM defined three key areas for improvement: optimization of the insurer’s business processes, providing a unified tool for salespeople, and simplifying and saving costs.
5+ Integrations
Clear execution
Maximum return on investment
"Thanks to the excellent work of the Enehano team, the implementation was completed in record time and met the required quality standards. I look forward to further collaboration on developing new features that will drive growth."
Dalibor Machoň
HEAD OF SALES SUPPORT
The greatest benefits of digital transformation
Improvement in case management
The new CRM became the primary and sole source of information about the client and the status of their products.
Records of all open opportunities for sales agents
They enable the tracking and measurement of a range of new business KPIs.
Two-way integration of CRM with connected product tools
It simplifies process management and allows for tracking and monitoring the progress of project execution.
Automation of smaller logical units without the need for development
For example, setting up picklists within the CRM environment or automatic quality checks of input data.
Fully featured native mobile application
The ability to work in the field with the same level of detail and security as on a laptop
Calendar integration
The business calendar is always at hand, preventing potential conflicts when scheduling meetings.
Reducing the implementation of changes from months to weeks
It brought a significant increase in flexibility when implementing changes in practice and cost savings due to more efficient system management.
Centralized access control and user management
Users can access other applications with the same identity through their CRM account.
Savings in subsequent projects in the future
The quick deployment of the core CRM enabled the preparation of several other consolidation projects.
About ČSOB Insurance company
ČSOB Insurance company is a universal insurance company offering comprehensive life and non-life insurance services to individuals, self-employed professionals, as well as small and medium-sized businesses and large corporations.
Headquarters
Pardubice
Industry
Insurance
Number of Employees
787
Annual revenue
466,540,000 CZK
Website
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