ottonova: A uniform data basis with Salesforce
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.
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.
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 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 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
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
Enni: One Platform for Faster, More Efficient Customer Service
Enni consolidates its customer processes on a central platform with Salesforce Energy & Utilities Cloud and the Salesfive Energy & Utilities Template. The result is faster, more transparent customer service and a solid foundation for the upcoming SAP transformation.
Haufe-Lexware: Salesforce Data Migration During Live Operations as the Foundation for SAP S/4HANA
Two data models operating in parallel and synchronised bidirectionally in real time: Haufe-Lexware migrates its customer master data to an SAP S/4HANA-compatible Salesforce architecture without disrupting business processes.
DT Consolidates Multi-Org Salesforce Setup to a Centralized Platform
After a series of acquisitions, DT was running three Salesforce orgs, each with its own processes. Working with Salesfive, DT merged them into a single Salesforce platform that every team, from sales to finance, now works from.