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NEO.PRM - Pro-active Sales Partner Management for Insurance

By NEOMATIC AG

Manage sales partner and broker relations

No Ratings
€29   EUR/user/month

Discounts available for nonprofits

Business Need
Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud

NEO.PRM - pro-active Partner Relationship Management (PRM) for insurance sales. Efficiently manage all sales partners, brokers and cooperative sales organizations to identify and leverage sales opportunites.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
NEO PRM Main/ver 2.0 2.9.0
Listed On
07/12/2021
Latest Release
02/16/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 23
Custom Tabs: 16
Custom Apps: 3
Lightning Components
Global: 11
App Builder: 1
Community Builder: 0
Languages
English
German

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/24/2020

Additional Details

NEO.PRM is a Salesforce Addon - built 100% on salesforce - for partner relationship management (PRM) in the insurance industry. Sales channels for broker and cooperation sales as well as internal sales units can be managed pro-actively with smart functions and analyses. As an omnichannel information and management tool, NEO.PRM brings all information together in one place. It enhances support and sales processes of partner managers and service centers and helps regional and sales channel management to recognize and utilize existing market potential. ​ R1.0 FEATURES - Central Information Hub with all important sales partner information​ - Digital workplace for partner managers, broker managers and sales managers​ - Advanced account planning with scheduling- and task management​ - Easy documentation of partner interactions ​(Partner Journey Management)​ - Next-Best-Actions for Broker-/Sales Partner Manager​ - Planning and Steering of sales actions​ - Analyze partner business models and sales potential​ - Integrated reporting and rating functions​ PRICING - User per month model (standard) - Tiered and scaled models - Co-Innovation models

Need help?

NEOMATIC AG

Cologne, Germany

Support Phone+49 (0)221 / 99 04 00 20
Other ResourcesEmailTerms & Conditions