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Aussie has partnered with Salesforce as part of its ongoing “digital transformation” for its broker network.
The major brokerage has announced that it has partnered with the customer relationship management (CRM) solutions provider in a bid to boost broker productivity and capabilities.
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According to Aussie, it will be using Salesforce for lead and opportunity management, mobile integration to enable remote access for brokers to the home loan process, and a “360-degree” view of the customer for greater visibility of the customer’s home loan process.
It will also enable calendar and diary planning for brokers, as well as improved reporting and data analytics to assist with customer conversations.
Aussie chief digital officer Rainer Rhedey said the rollout of the offerings aligns with the brokerage’s wider strategy focus for the next three years.
“This investment illustrates our strategic focus, putting the customer at the centre of our business and providing them with a consistent and streamlined experience across our broker network,” he said.
“In a world where digital experiences are more important than ever, we want to enable our brokers to build even greater trust, consistency and experiences through leading platforms such as Salesforce.
“We know customers’ expectations are shifting, so driving efficiency is critical.”
Mr Rhedey added that this technology investment would support brokers to develop long-term relationships with clients.
Further, he said Aussie would continue to work on integrating sales and service to provide an “omnichannel experience” for customers so they can get the most relevant experience regardless of what channel they choose.
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