Customer 360 solutions with Salesforce

Salesforce, being a cloud-based CRM solution, supports all management processes for customer relations. Teams in marketing, sales and customer service, as well as canvassing and external marketing channels, work on a combined CRM platform at Salesforce. Salesforce additionally offers a standard for insurance companies and banking institutions with the Financial Service Cloud. Hereupon, innovative sales concepts such as trigger-based campaigns to inclusive omnichannel sales models can be implemented. At NEOMATIC, we place an additional focus on the integration with commission and compensation processes. Through fully integrated sales processes, an omnichannel platform can optimally support all sales channels and unerringly control the market. As experts for CRM and customer experience processes, we offer you individual process consultation and a suitable solution based on the various Salesforce Cloud products. We are process experts who are strong in implementation, understand their sales strategy, and optimally implement these with the Salesforce Platform.

Our focus points in an overview:

Marketing implementation, sales and service processes with Salesforce.com
Insurance-specific solutions with the Salesforce Financial Service Cloud (FSC)
Preliminary studies, scoping and discovery for Salesforce projects
Operationalisation of new sales concepts and sales strategies
Product vision and product management in Salesforce projects
Integrated Salesforce solutions with the inclusion of commission and compensation control
Custom development and co-innovation
Salesforce AppExchange product development

Customer 360 solutions with Salesforce

Salesforce, being a cloud-based CRM solution, supports all management processes for customer relations. Teams in marketing, sales and customer service, as well as canvassing and external marketing channels, work on a combined CRM platform at Salesforce. Salesforce additionally offers a standard for insurance companies and banking institutions with the Financial Service Cloud. Hereupon, innovative sales concepts such as trigger-based campaigns to inclusive omnichannel sales models can be implemented. At NEOMATIC, we place an additional focus on the integration with commission and compensation processes. Through fully integrated sales processes, an omnichannel platform can optimally support all sales channels and unerringly control the market. As experts for CRM and customer experience processes, we offer you individual process consultation and a suitable solution based on the various Salesforce Cloud products. We are process experts who are strong in implementation, understand their sales strategy, and optimally implement these with the Salesforce Platform.

Our focus points in an overview:

Marketing implementation, sales and service processes with Salesforce.com
Insurance-specific solutions with the Salesforce Financial Service Cloud (FSC)
Preliminary studies, scoping and discovery for Salesforce projects
Operationalisation of new sales concepts and sales strategies
Product vision and product management in Salesforce projects
Integrated Salesforce solutions with the inclusion of commission and compensation control
Custom development and co-innovation
Salesforce AppExchange product development

Our top success stories

Harmonising the sales processes and integrating Salesforce with SAP project control, process analysis and product management for lead-to-order processes in an international industrial enterprise. Harmonising the sales and compensation processes in over 20 countries and their implementation in the Sales, Service & Marketing Cloud with SAP ERP Integration.

Development and operational support for sales and turnover reporting with Einstein Analytics design and setup of reporting data and processes based on Einstein (Wave) Analytics. Expansion of the solution with forecast analysis and support of the operations in 2nd level support.

Setup of a sales platform with comprehensive CRM and sales control process support of a multi-year transformation programme of an international insurance company for an integrated CRM and compensation management solution as CRM business lead and in agile product management. Creating the business scope of marketing, sales and service processes for all sales channels and supporting the Salesforce implementation for the overall solution.

Integration of AI in the consulting process for the automatic analysis of third-party contracts development of a mobile application to support the field service in customer consulting situations. Use of a neuronal network for AI-supported analysis of customer contracts and automated generation of leads and opportunities.

Our top success stories

Harmonising the sales processes and integrating Salesforce with SAP project control, process analysis and product management for lead-to-order processes in an international industrial enterprise. Harmonising the sales and compensation processes in over 20 countries and their implementation in the Sales, Service & Marketing Cloud with SAP ERP Integration.

Development and operational support for sales and turnover reporting with Einstein Analytics design and setup of reporting data and processes based on Einstein (Wave) Analytics. Expansion of the solution with forecast analysis and support of the operations in 2nd level support.

Setup of a sales platform with comprehensive CRM and sales control process support of a multi-year transformation programme of an international insurance company for an integrated CRM and compensation management solution as CRM business lead and in agile product management. Creating the business scope of marketing, sales and service processes for all sales channels and supporting the Salesforce implementation for the overall solution.

Integration of AI in the consulting process for the automatic analysis of third-party contracts development of a mobile application to support the field service in customer consulting situations. Use of a neuronal network for AI-supported analysis of customer contracts and automated generation of leads and opportunities.