Revolutionizing Sales and Marketing Integration
In the fast-evolving landscape of sales and marketing, precision in targeting, focused lead funnelling, and scientific pipeline management are imperative. More sales organizations are turning to advanced CRM technologies to advance their operations, seeking a seamless connection to core business operations. Applied Systems brings a groundbreaking solution by combining the industry-leading agency management system, Applied Epic, with the top CRM platform, Salesforce. Applied Epic for Salesforce™ emerges as a unique sales and marketing application that supports both Property & Casualty (P&C) and Benefits sectors, enabling sales and servicing teams to work collaboratively in synchronized platforms. This integration ensures that while sales teams focus on insurance business sales, servicing teams efficiently maintain customer satisfaction and protection.
Key Benefits for Your Business
Applied Epic for Salesforce offers significant advantages for businesses. It facilitates the co-existence of Salesforce and agency management systems, maximizing the value derived from investments in both platforms. The integration between Salesforce and Applied Epic in this application simplifies system updates, conserving time and resources. This seamless data exchange encompasses various components like accounts, contacts, policies, activities, attachments, benefits plan details, commissions schedules, and service plans, tailoring to the specific needs of each business.
Advanced Capabilities for Enhanced Operations
The capabilities of Applied Epic for Salesforce extend beyond data exchange. The application boasts a purpose-built data model that structures accounts, policies, attachments, and organizational hierarchies. This model efficiently aligns employee roles and security permissions from Applied Epic with Salesforce, enhancing data accuracy and security. Real-time benefits plan modeling, robust reports and dashboards, flexible cloud choices, activity management, lead and renewal automation are among the advanced features that elevate sales and servicing operations within the application.