If you want to take out insurance or a mortgage, chances are that your advisor works with the software of market leader DIAS. The opportunities offered by smart software are also supported by DIAS with Salesforce.
Welisa implemented Salesforce so DIAS has a complete customer view.
Since DIAS was disconnected from UNIT4 spring 2020 and became independent, the organization had to be set up in a short period of time. Customer Success Manager Richard van der Kamp says that all agreements and insights about customers were in the mailboxes of colleagues. “That’s why my first assignment was to implement Salesforce. We choose to deploy Salesforce as widely as possible. This means that in addition to the salespeople, consultants and support employees also use it. So that you have a substantial overview of all agreements and communications with the customer. “
Customers also log in
Streamlining leads is one of our most important processes. That is why we now have all information about customers and their subscriptions as recorded in Exact Online in Salesforce, we can create tasks, and new leads from the website automatically are recorded in Salesforce. We also include all support activities. “Moreover, DIAS customers can also log in to Salesforce themselves. “Our customers use DIAS software. If they have any questions about that, they can log into Salesforce for answers and access all the instructional materials in our knowledge base. “
'In a few clicks, you know what the status of a customer is.'
Excluding the software developers, everyone at DIAS works with Salesforce, says Richard. “The colleagues are convinced of the benefits of Salesforce and I see the usage growing. It saves a lot of time. In a few clicks, you know what the status of a customer is. “The system was already live within two months, and the customers were also connected a month later. The speed is one of the things Richard appreciates about Welisa. “I see the Welisa team as colleagues. Our companies are similar, we are both no-nonsense. Welisa works solution-oriented and the atmosphere is very pleasant. And of course, there is sometimes a difference of opinion, but great results and collaboration have never been an issue. It gave me a lot of positive energy. “As far as Richard is concerned, DIAS Salesforce will continue to progress. “We now have the basic processes in a clear system. The profit is there if you record processes even further. “