Neopontem

Neopontem provides consulting and advisory services to organizations in the insurance and financial sectors, supporting them in areas such as risk management, financial structuring, and strategic transformation. To improve the management of client relationships and commercial activities, Neopontem sought to optimize and maintain its Salesforce CRM platform.

360Asklogix delivered Salesforce optimization and application maintenance services to stabilize the platform, improve usability, and support continuous CRM evolution.

Operating in insurance and financial services requires strong relationship management with clients, partners, and institutions. Neopontem faced several CRM challenges:

• Client interactions and deal information not always consistently structured in Salesforce, limiting visibility on advisory opportunities.
• Growing platform complexity, with some configurations requiring optimization to improve performance and maintainability.
• A need for continuous CRM evolution as business teams required enhancements to support new financial advisory activities.

The Goal: Improve platform performance and usability, strengthen CRM processes for financial sector clients, and ensure continuous maintenance and enhancements.

360Asklogix implemented a Salesforce optimization and maintenance framework adapted to Neopontem's advisory business model, enabling:

• A review of the Salesforce configuration to improve client and partner data structure, opportunity management, and automation and reporting performance.
• Refined workflows to better support advisory engagement tracking, client relationship management, and opportunity pipeline monitoring.
• Ongoing application maintenance, including platform monitoring, issue resolution, functional enhancements, and release management.
• A CRM governance process to manage enhancement requests and ensure Salesforce evolves in line with business priorities.

Following the Salesforce optimization, Neopontem achieved the following outcomes: