A uniform data basis for Ottonova
Success Story
The project
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.
Technology
This technology was used
Systems are only as good as the technology behind them. That‘s why we rely on modern solutions from the Salesforce ecosystem for our customers‘ digitization projects. The following technology, among others, was used at Ottonova.
Solution
The project success in detail
To ensure maximum data security, the data silos were dissolved. The result is a uniform database with a high security standard and transparent processes.
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
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
Solution
– Implementation of Salesforce Agentforce Sales (formerly Salesforce 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
Advantages for Ottonov
– 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
Want to strengthen the connections between your teams?
Digitize your processes with Salesforce – for less complexity in sales and better service. Our experts are here to help!
More inspiring customer stories
Copart optimizes its customer journeys: Clear structure leads to successful marketing
Copart uses Salesforce Marketing Cloud to create scalable processes, personalized customer journeys, and responsive templates, thereby delivering a consistent customer experience.
The new evo customer portal: stable system integration for better service
A modern portal, integrated processes, and real-time data: With the new Salesforce solution, evo offers its customers easy access to all services, from contract conclusion to meter reading entry.
Personalization that drives conversion: how Triumph reaches its customers with precision
Lingerie manufacturer Triumph is automating and personalizing its marketing to reach customers at every touchpoint – individually, relevantly, and at just the right moment.