RevenueGrid - Industry Ebook [Financial Services - Insurance Carrier]

FINANCIAL SERVICES Here’s how Revenue Grid Industry Insider can help an insurance company like yours. INSURANCE CARRIER Capturing Data Capture and link all relevant data like emails, email threads, contacts, insurance policy assets, insurance contracts, and calendar events to the person accounts and other Financial Services Cloud objects in Salesforce. All data will also be available in Outlook Sidebar. Relationship Mapping Build better communication with customers and prioritize accounts that present the best opportunities for upsells and cross-sells with a clear view of relationships and connections behind insurance profiles. See how our partner Revenue Grid tackles challenges in the Scheduling insurance industry. From big-picture problems, to the specific Avoid scheduling conflicts with advanced needs of a CRM owner, Revenue Grid has it covered. synchronization between Salesforce and Revenue Grid enables insurance companies to enhance outlook calendars. personalized customer service, optimize operational efficiency, and mitigate security risks. Keep reading to learn how Revenue Grid could help a CRM owner at an insurance company with complex workflows to fully automate activity capture.