Healthcare customer relationship management

Onix’s client, a California-based medium-sized health insurance company, needed to: 1) help its account managers and managers serve and handle customers more effectively 2) make the lead and customer management processes digital

The client had assessed several existing customer relationship management solutions, starting with Salesforce.

They came to the conclusion that those products’ feature sets are bloated and buying accounts and functionality from them would be cumbersome and impractical financially.

The company decided to develop a custom CRM system and host it independently.

The web application for desktop computers would be used exclusively by the company and run on its private server. With this request, they approached Onix’s specialists, with whom they were already working on another project.