Salesforce.com for Insurance
At PSAdvisory we understand the Insurance Industry in its many forms. We believe that by combining our experience with your vision we can help you deploy Salesforce.com so that it delivers success for your organization.
Why partner with us?
We help sales teams 'move the needle' through a combination of Salesforce.com optimization and sales training. While thousands of businesses have implemented Salesforce.com, many have not tapped into its immense potential for two reasons:
- They have not optimized its functionalities to meet the real world needs of their users; and
- They have failed to provide customized business process experiance that is specifically integrated into their Salesforce.com system.
By failing to do so, companies are investing in Salesforce.com, but ending up with low adoption, bad data, frustrated producers, and one tough question: “what do we do now?”
- They have not optimized its functionalities to meet the real world needs of their users; and
- They have failed to provide customized business process experiance that is specifically integrated into their Salesforce.com system.
By failing to do so, companies are investing in Salesforce.com, but ending up with low adoption, bad data, frustrated producers, and one tough question: “what do we do now?”
The PSAdvisory Difference
Rather than asking: “what do we do now?”, our clients ask: “What can we do next?”
How do we do it? We bring a combination of insurance industry expertise, technical know-how, sales process and sales training excellence.
At PSAdvisory we believe that a successful Salesforce.com implementation is driven as much by the business analysis investment as it is by technology. The most sophisticated technological solutions ultimately fail if they do not deliver on the business objectives of the organization. Why? The honest truth is that the majority of problems have very little to do with technology and everything to do with strategy, training and management not working together.
We focus on the Insurance Industry so that our clients can benefit from the Best Practices that are currently being implemented by the leading insurance firms around the country. It is this specific industry focus that enables us to provide our clients with the tools, processes, and expertise needed to guarantee a successful Salesforce.com implementation.
For more information on our approach review our implementation framework called 'The 4 Quadrant Method'.
How do we do it? We bring a combination of insurance industry expertise, technical know-how, sales process and sales training excellence.
At PSAdvisory we believe that a successful Salesforce.com implementation is driven as much by the business analysis investment as it is by technology. The most sophisticated technological solutions ultimately fail if they do not deliver on the business objectives of the organization. Why? The honest truth is that the majority of problems have very little to do with technology and everything to do with strategy, training and management not working together.
We focus on the Insurance Industry so that our clients can benefit from the Best Practices that are currently being implemented by the leading insurance firms around the country. It is this specific industry focus that enables us to provide our clients with the tools, processes, and expertise needed to guarantee a successful Salesforce.com implementation.
For more information on our approach review our implementation framework called 'The 4 Quadrant Method'.