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As Enterprises compete fiercely for each prospect, they need to decrease customer acquisition costs, increase the speed with which marketing campaigns and programs are executed so as to capitalize on customer acquisition opportunities and gain market share.

As multi-channel commerce prevails in the Insurance & Lending industries, Sales Force Automation and Partner Relationship Management need to be orchestrated seamlessly so as to be develop and sustain “market of choice” status with Channels and Customers.

ValueMomentum is assisting Insurance and Lending Enterprises obtain the functionality that enables these efficiencies. Such functionality is being delivered through our partnership with SIEBEL CRM Package or through in-house efforts using a combination of Portal-based development, Decisioning Services, Cross functional Application Assembly and Information Integration initiatives. Key Sales Force Automation and Partner Relationship Management functionality to be targeted include:

• Integrated contact & lead management and routing across channels that can help route identified leads to the appropriate region, optimal channel and individual, while avoid duplication and channel conflicts in a multi-channel environment.
• Quota management across product lines and LOBs that fosters organization around Customers, ensures appropriate rewards and measures are in place for revenues generated from allocated Customers as opposed to quota's set against products or lines of business.
• Partner Licensing, certification and information management that can aid maintenance of accurate and up-to date information about Agents, Agency hierarchy, Authorization levels, Products that the agent can sell, Commission basis and rates, Territory in which the agent can sell.
• Streamlined and error free incentive management that can play a key role in ensuring sales teams and Agents are motivated while enforcing simple or complex rules that may include commission basis and rates for each partner, hierarchy, calculation, distribution for a cross-sale to various participants, calculation based on Product Line, First year versus Renewal, Reversal as a result of an unearned compensation
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