Case Study: ottonova achieves a secure, unified customer database with Salesfive and Salesforce

Ottonova builds a 360-degree customer view with Salesfive

ottonova, a digital private health insurance company, sought to increase transparency and collaboration while ensuring the secure handling of sensitive customer data. Their challenge involved dissolving data silos, linking their internal backend and app to new sales software, and establishing a clear system for all information. They partnered with vendor Salesfive to address this using Salesforce technology, including Salesforce Agentforce Sales.

Salesfive implemented a solution that created a uniform database with a high security standard. This included the secure integration of ottonova's internal backend through custom software development and the migration of encrypted customer data. The results for ottonova included a complete 360-degree view of customer data, increased work performance from optimized communication, a systematized sales strategy, and an optimized customer journey.

Ottonova