Reference wefox Austria GmbH
Wefox Austria GmbH is a leading insurance and technology firm that focuses on innovative solutions for the digital transformation of the insurance sector. The company’s headquarters are in Amstetten in Lower Austria. Wefox is a significant player in the area of InsurTech, and has set itself the goal of changing the way and means by which insurance is managed, sold and used.
CAS genesisWorld was customized to meet our individual requirements and as a result is the optimal CRM solution for managing our processes.
Matthias Gamper Development and Operations – Project initiator
The success story at a glance
Requirements and goals
- Quick and easy capture of contact details
- A clear, well-structured dossier for each prospect
- Comprehensive filter options
- The sales process and each of the individual phases can modelled easily
- We can create cooperation agreements from within the CRM
- Display potential sales opportunities
- Contact reports
- Event management with online registration, confirmation of registration and check-in management
Benefits and advantages
- More time for customer requirements thanks to the address assistant, which quickly records new contacts
- Quick reaction times thanks to central access to all the relevant customer- and prospect data
- Potential turnover opportunities can be efficiently exploited thanks to the consistent digital modelling of each of the sales phases, from the first contact to the closing decision
- Individual overviews including their own lists/apps, for example, for opportunities
- Consistent and professional communications with templates such as for cooperation agreements, membership authorization and so on
Industry
Banks/Finances/InsurancesCustomer since
2022Website
www.maklergruppe.atSupporting partner
Saldo EDV-Beratung Gesellschaft mbH St. PöltenCAS genesisWorld
The powerful CRM solution
CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.
Start today with your CRM success story
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