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Optimise Salesforce capabilities with a full integration into Axon

Insurance companies continue to increase the focus on their customers and for some insurance companies this has resulted in implementing Salesforce next to Axon in order to extend the CRM-capabilities. However, to optimise the use of Salesforce a 360o client overview is required. With the Salesforce accelerator for Axon, a prebuilt integration pushes events, such as a policy change or a new claim,  in realtime to Salesforce.

Key Features

The Salesforce accelerator for Axon helps to allow for:

  • a complete realtime overview in Salesforce of all policies
  • a complete realtime overview in Salesforce of all claims
  • starting additional customer journeys after an event in Axon has happened
  • starting quotes or applications directly from Salesforce