The Renaissance Life" started the PRM system on the Salesforce platform

2020: System implementation of PRM

On October 13, 2020 it became known that "Renaissance Life" started the PRM system on the platform SalesForce with the help integrator GlowByte.

PRM – the partner relationship management system – serves as the solution of a global business challenge: automate partner interaction (banks) and keep track of efficiency of the selling divisions which supervise these partners.

A system allows to check the fact of arrival of the employee for work with the help of the check in/check out mechanism, to conduct tracking of tasks of staff of the selling divisions, controlling their loading, appointing responsible, reminding of overdue tasks both to the employee, and his head and also to monitor the number of the held meetings and to draw a conclusion about employee performance. In addition, PRM creates the check sheets, loads materials according to the results of the held meetings and sends them to the selected addresses of participants that allows to fix arrangements unambiguously. PRM also closes a question of compliance: the sending fact allows to prove the check sheet to employees of the bank that the corresponding training in an insurance product for the staff of partner bank was provided.

Business application of a system is not limited to automation, but also guarantees uninterrupted operation of service of partners. In case of rotation of employees Renaissance of Life between different geografiya (for example, transfer to other office) or at dismissal PRM provides transfer of the territory and partner clients from the employee to the employee without loss of quality of work with partner bank. The organization structure in PRM is some kind of branched "tree" of all regional employees Renaissance of Life and the partners assigned to them. Thus, the new employee Renaissance of Life undergoes adaptation much quicker and does not lose the history of communication with partner bank which he supervises.

PRM has both the web version, and the full mobile interface that is convenient for employees Renaissance of Life who are not in office of the company, and hold exit meetings at offices of partner banks.

Acting as one of stakeholders of the project, I take active part in formation of business requirements and system testing. PRM already allows me to compare employees by the number of the held meetings and to draw conclusions about their efficiency. When maintaining the project we follow the principle of creation of the minimum value, implementation of this value, collecting of a feedback from users of a system and gradual expansion of functionality. In particular, in plans to start the expanded block according to the reporting. When in a system it is brought up the sales analyst of specific employees, I will be able to compare not just meetings and also quantity and even quality of sales after these meetings. Thus, the value of PRM even more will increase.

For Renaissance Life company it is an important step in development. The implemented system will allow to reveal bottlenecks in processes on work with partners and to eliminate them and also it is additional motivation for the managers working with partners. PRM serves not only to convenience of control of the head, but also allows employees to compare the achievements to achievements of colleagues. A system also reminds of birthdays of employees of partners that the manager did not forget them to congratulate Renaissance Life. In the following release we planned double-ended synchronization of meetings with Outlook'om, i.e. a system will become even more convenient.