Your Salesforce Partner for Insurance Innovation.
We reinvent Insurance Experience with the World’s #1 CRM Solution
Everything you need
Your Salesforce Partner for Insurance Innovation.
"Begin your journey with us, and let's discuss industry best practices and successful Salesforce integration with legacy systems in the insurance sector."
- Salesforce implementation
- Transform your business with our expert Salesforce implementation services. We will tailor Salesforce to your unique needs, ensuring seamless and efficient processes.
- System integration
- Seamlessly connect legacy systems like ERPs and processes for enhanced productivity. Our integration solutions harmonize your operations, maximizing data flow and efficiency.
- Analytics & Business Intelligence
- Harness the power of data with our analytics and business intelligence services. Gain actionable insights, enabling data-driven decisions that drive success.
- Technical Salesforce Assessments and Org. Reviews
- Ensure your Salesforce setup is optimized with our technical assessments and org. Reviews. We will identify areas for improvement, enhancing your Salesforce performance.
- Salesforce User Adoption
- Empower your team with Salesforce training tailored to your organizations needs. Equip your staff with the skills to make the most of your Salesforce investment.
- Salesforce Support & Service
- Count on us for ongoing Salesforce support and service. Our experts are here to address your queries, resolve issues, and ensure your Salesforce platform runs smoothly, so you can focus on your business.
Together we Drive Innovation and reinvent Insurance Experience with the World’s #1 CRM Solution
Meet our team
We are a dynamic team of Salesforce experts, driven by our commitment to harness the full potential of Salesforce in the insurance industry.
Chris Bockey
- Title
- Role
- CEO / Solution Architect
Ricardo Morales
- Title
- Role
- COO / Technical Architect
Christian Riffner
- Title
- Role
- CFO / Managing Consultant
Leyla Bayri
- Title
- Role
- Salesforce Developer
Timo Wolf
- Title
- Role
- Principal Consultant
You
- Title
- Next colleague
- Next colleague
Streamlined solutions, straightforward pricing
We are happy to make you an individual offer at any time. Feel free to contact us.
Existing Org Analysis
from 3
Person
Days
- Data Architecture
- Security Model
- Analysis of system performance
- Assessment of compliance with regulatory requirements
- Review of change management processes and version control
- Identification of areas for enhanced governance
- Evaluation of user adoption rates and feedback
- Recommendations for user adoption
- Strategies for maximizing Salesforce usage across the organization
Custom Build Salesforce CRM MVP
from 8
Person
Days
- Business Requirements and specific business needs
- Clear project roadmap with milestones
- User-friendly, branded interface
- Streamlined workflow automation
- Legacy data migration
- Tailored reporting for informed decisions
- Robust security model with access controls
- Mobile responsiveness across devices
- Pilot evaluation with criteria and KPIs
- Clear project roadmap with milestones
- Cost-benefit analysis assessing ROI
Legacy Integration POC (Proof of Concept)
from 5
Person
Days
- Evaluate data structures
- Assess the compatibility
- Analyze the data schema and formats
- Define data mapping and transformation requirements
- Recommendation appropriate integration technologies (APIs, middleware, connectors)
- Address security concerns
- strategies for maintaining data consistency
- Cost-Benefit Analysis
Let's work together
We help companies and individuals build out their CRM solutions.
"Begin your journey with us, and let's discuss industry best practices and successful Salesforce integration with legacy systems in the insurance sector."