Generali Romania & Next Consult successfully completed the implementation of Salesforce CRM
Next Consult completes the development of a new CRM module for Generali Romania based on the Salesforce platform
11/05/2023
Bucharest, Romania
Bucharest – Online workflows, the complexity of customer data and electronic contracting require new management and analysis solutions, so Next Consult developed for Generali Romania a new customized Customer Relationship Management (CRM) system, based on the Salesforce platform. The project is part of Generali Romania's continuous digitalization strategy and the facilitation of personalized services through new internal resources, also aiming to simplify portfolio management processes.
Basically, the new system allows a very detailed analysis of the customer profiles and their specific needs, elements that help develop dedicated products, increasingly performing services, but also complex reports, necessary to optimize the business strategy.
With the help of the new solution, customers can receive information about existing policies in a fast way, by email and SMS, as well as information related to the benefits of used products or newly launched ones.
We want to have a complete view of our customers' needs, to significantly improve their experience both with contracting and after-sales services, but also when the policy is activated and the compensation is granted. At the same time, this digital solution will provide our team with new resources to improve the points of interaction with customers,
CEO, Next Consult Romania.
"We are glad that we were able to collaborate with Generali Romania in this project that transforms the way the company looks at its customers, all done on a large scale, through digital processes. Ultimately, this effort aims to provide optimal counselling for clients and high-performance risk management solutions",
"For Generali, the implementation of the Salesforce CRM solution represents a step forward in the digitization process of our company. We are always looking for new solutions to simplify and unify the applications we have and I am delighted that we managed to complete a large project through an excellent collaboration between our colleagues and the partner Next Consult",
Chief Operations Officer - Generali Romania.
CEO, Next Consult Bulgaria.
"Our experience in implementing projects involving Salesforce solutions allows us to accelerate the digital journey of companies and customers alike. We have the common goal of building safe processes and to base business decisions on correct information, which will reflected in a higher quality offered to clients",
Salesforce is a CRM platform used by leading companies around the world to support a long-term relationship with customers, to facilitate interaction with them, regardless of the communication channel they choose and to automate business processes.
GENERALI ROMANIA
Generali Romania is one of the top 10 insurers in Romania according to the total volume of gross written premiums and is part of the Italian Generali group. Independent since 1831, the group is one of the world's largest insurers and operates in 50 countries. With almost 75,000 employees and 67 million customers, the group holds a leadership position in the Western European markets and an increasingly important role in the markets of Central and Eastern Europe and Asia.
NEXT CONSULT
Next Consult is an official Salesforce implementation partner and official reseller in Romania and Bulgaria. The company has offices in
Romania, Bulgaria, UK, Switzerland and USA. It is a leading business consulting company with solid experience in digitization
projects for various organizations in business sectors such as: insurance, finance, logistics and transport, trade and
distribution, manufacturing, services and e-commerce. Next Consult has a team of over 100 certified consultants in all
Salesforce areas: Sales Cloud, Marketing Cloud (B2B and B2C), Service Cloud, Community, Platform, Heorku, Commerce
Cloud, Financial Force, etc.
