Industry Solutions

Summa's CRM capabilities include deep experience in the Insurance, Manufacturing and Healthcare industries.

Insurance

Summa provides Policy, Opportunity, Claims and other related custom object templates to support Life, Health, Disability and other major lines of business. We have also created the Summa ACORD eForm Solution, which enables Salesforce users to auto-generate ACORD eForms from custom Salesforce objects.

Summa's ACORD eForm Solution allows you to:

• Enhance the return on your investment in Salesforce by auto-generating ACORD eForms straight from your Salesforce organization
• Reduce time, effort and cost to interface with your insurance business partners
• Decrease the potential for data errors through our integrated eForm templates
• Work with a partner who knows your industry and understands your business challenge.

Manufacturing

Summa provides Invoice, Order, Shipping and Billing custom object templates to support integration with your back-end ERP and MRP systems. Our Account Planning Solution allows users to set annual sales goals by line of business, and then track actual shipments against forecasted amounts and account plan goals at the Account level. We also provide Partner Portal implementation and training services to help you increase your visibility into distributor channels.

Healthcare

Do you sell products and/or services to Healthcare providers? Summa can help you track the complex relationships that exist between physicians, their practices, hospitals, and the payers who send reimbursements.

Contact us today to learn how Summa can help