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

Manage sales partner and broker relations

Overview

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.

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  • KEY BENEFITS - Holistic partner 360° view - with all necessary data at a glance - Touchpoints in time they are most valuable - Collaborate efficiently with all internal involved employees - Exploit sales potential by automated triggers and processes

  • BUSINESS VALUES - Save up to 75% of admin time - Double your productivity - enables you to focus more time on best potential - Increase your sales success by up to 20%

  • IT VALUES - Fast and efficient implementation - 3x annual innovation updates - Up to 90% reduced maintenance effort - Faster ROI

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

Categories

Business Needs
Productivity
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

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