SUCCESS STORY

OTTONOVA

30 seconds summary

Short and simple

Replacement of Data silos to ensure the highest level of data security. The result is a unified database, with high security standards and transparent processes.

Requirements

Connection of the internal backend and the ottonova app with the new sales software
Guaranteeing the highest level of data secu
Structured system for all information

Customer benefits

Migration of sensitive customer data was done with the highest standards of data security and now allows automated processes in only one system
360-degree view of all customer data due to the integration of the ottonova app
Increased work performance due to optimized internal communication channels and seamless data flow
Creation of reports in real time with simple, intuitive analysis

ABOUT THE PROJECT

Why Salesforce
& Salesfive

As a digital private health insurer, ottonova is a pioneer in the field of future health insurance.

Ottonova is pursuing 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, Salesfive has been the perfect partner.

THE RESULT

Salesforce by
Salesfive

Salesforce as a tool for the insurance industry – simple, secure and transparent.

Our Salesforce solution

Project period: June 2018 to the end of 2018
Implementation of the Sales Cloud
Secure integration of the internal backend through custom-fit software development
Migration of sensitive customer data using encryptions
On-site product traiining and accurate hypercare phase

The advantage for ottonova

Sales strategy systematized and structured
Customization and optimization of the customer journey
Interface with ottonova app creates overview of all customer data
Better overview through central customer management system

References

This is how we have already been able to help other customers

bestsmile

From the very first second, bestsmile has relied on Salesforce’s scalable and flexible solutions. The digitization of the customer journey and precise analytics supported the enormous growth of bestsmile.

Cloud used:

Sales Cloud

Read the entire success story here

Hair & Skin

Sales Cloud introduction even before opening the 1st office: Salesforce for digital patient management, including appointment and document management.

Cloud used: