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SAP Insurance Sales Assistant

價格:免費

更新日期:2018-04-23

檔案大小:62.1 MB

目前版本:1.1.0

版本需求:需要 iOS 11.0 或以上版本。與 iPad 相容。

支援語言:德語, 英語

SAP Insurance Sales Assistant(圖1)-速報App

With the SAP Insurance Sales Assistant mobile app for iPad, you can sell more, service your customers better, and manage your sales activities – like appointments, tasks, and applications – on the go. This app is optimized for customer installations based on SAP Best Practices for Insurance 3.0, available in SAP Cloud Appliance Library.

Key features of SAP Insurance Sales Assistant for iPad

SAP Insurance Sales Assistant(圖2)-速報App

• Keep track of the onboarding process

• View sales assistants' activities, such as sales KPIs, upcoming appointments, open tasks, and upcoming customer birthdays

SAP Insurance Sales Assistant(圖3)-速報App

• Access submissions list, submission details, and quote details

• Get a customer 360-degree overview with detailed information, such as customer contact details, upcoming appointments, open tasks, pending submissions, customer insurance policies, open reminders, and attachments

SAP Insurance Sales Assistant(圖4)-速報App

• Create, change, or delete customers, appointments, notes, attachments, or tasks

Note: To use SAP Insurance Sales Assistant with your business data, you must be a user of SAP Best Practices for Insurance 3.0 for SAP S/4HANA, with mobile services enabled by your IT department.

SAP Insurance Sales Assistant(圖5)-速報App

支援平台:iPad