Success Story

A uniform data basis for Ottonova

Ein Vater und seine Tochter schauen aus dem Fenster und lächeln

Overview in 30 seconds

Information

About the project

To ensure maximum data security, the data silos were dissolved. The result is a uniform database with a high security standard and transparent processes.

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Requirements

  • Linking the internal backend and the Ottonova app with the new sales software

  • Ensuring the highest level of data security

  • Clear system for all information

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Customer benefits

  • 360-degree view of all customer data thanks to integration of the Ottonova app

  • Increased work performance due to optimized internal communication channels and seamless data flow

About the project

Why Salesforce & Salesfive

As a digital private health insurance company, Ottonova is a pioneer in the field of health insurance of the future.

The insurer has a vision - more transparency, better collaboration and secure handling of sensitive customer data. With our industry experience and expertise in integrating and migrating data at the highest security level, we were the perfect partner.

Ein Team im Büro freut sich und lächelt

Salesforce by Salesfive: Our solution

  • Implementation of the Sales Cloud

  • Secure integration of the internal backend through custom-fit software development

  • Migration of sensitive customer data thanks to encryption

  • On-site product training and careful hypercare phase

The advantages for Ottonova:

  • Sales strategy systematized and structured

  • Customization and optimization of the customer journey

  • Interface to Ottonova app creates an overview of all customer data

  • Better overview through central customer management system

Success stories start at this point

Would you like to build on Ottonova's success? Then let's talk!