Salesforce @AXA.pdf

Welcome
Agenda
Salesforce at AXA - Olivier VANSTEELANDT with guest star Jonathan WARNAND (20 min)
Winter 24 highlights - Patrick YANG (15 min)
Dreamforce'23 Highlights - Gianni COOREMAN (30 min)
CI-CD and processes with Gearset - Yves LEBLOND (10 min)
Exchanges / Networking & DRINKS
SALESFORCE @AXA
-
Olivier Vansteelandt
Jonathan Warnand
2023 September 21
WELCOME
51 Countries
110.000 Employees
102 bn€ Revenue
7,2 bn€ Underlying earnings
P&C, Life, Health, XL, Asset Management
AXA in the World AXA in Luxembourg
Salesforce User Group
5
3 Companies
280 Employees & 40 Agencies
700 M€ Revenue
18 M€ Underlying earnings
P&C, Life, Health, Wealth Management
Retail & Corporate
Local & International business
Salesforce in the AXA context
Salesforce User Group
6
Our Salesforce Journey
Salesforce User Group
7
2018 - 2019
• Salesforce Servicing, MDM & Telephony implementation
• Customer Journeys review
• Regulatory approval
• Customer Service launch
2020
• Additional integrations
• Migration to Financial Service Cloud
• Deployment to P&C Teams
2021
• Deployment to Claims Team
• Efficiency improvements
• My AXA Portal
2022 - 2023
• Deployment to Life Team
• Deployment to Health Team
• My AXA Portal improvements
High Level Architecture
CRM
APIs
Parties
MDM
IVR
Portal
Back-end
9 Salesforce User Group
9
Process
APIs
Experience
APIs
System
APIs Collective back-
end services API
Document management
API
Health
Platform
API
Axa Sales
Tools API
MDM API
SFDC API
Collective
Customer Portal
API
Back-end DB for
individual API
Customer API
Health API
Life API
Auto/Home
API
3rd Party
API
Front-end
assurance
management
API
Health
platform API
Salesforce API Front-end
collective API
Collective
customer
portal API
AXA Sales
Tools API
SOAP SOAP SOAP
Details Architecture
Technical Salesforce Solution
Salesforce User Group
10
What’s next ?
11 Salesforce User Group
Questions ?
Thank You
1 of 13

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Salesforce @AXA.pdf

  • 2. Agenda Salesforce at AXA - Olivier VANSTEELANDT with guest star Jonathan WARNAND (20 min) Winter 24 highlights - Patrick YANG (15 min) Dreamforce'23 Highlights - Gianni COOREMAN (30 min) CI-CD and processes with Gearset - Yves LEBLOND (10 min) Exchanges / Networking & DRINKS
  • 5. 51 Countries 110.000 Employees 102 bn€ Revenue 7,2 bn€ Underlying earnings P&C, Life, Health, XL, Asset Management AXA in the World AXA in Luxembourg Salesforce User Group 5 3 Companies 280 Employees & 40 Agencies 700 M€ Revenue 18 M€ Underlying earnings P&C, Life, Health, Wealth Management Retail & Corporate Local & International business
  • 6. Salesforce in the AXA context Salesforce User Group 6
  • 7. Our Salesforce Journey Salesforce User Group 7 2018 - 2019 • Salesforce Servicing, MDM & Telephony implementation • Customer Journeys review • Regulatory approval • Customer Service launch 2020 • Additional integrations • Migration to Financial Service Cloud • Deployment to P&C Teams 2021 • Deployment to Claims Team • Efficiency improvements • My AXA Portal 2022 - 2023 • Deployment to Life Team • Deployment to Health Team • My AXA Portal improvements
  • 9. 9 Salesforce User Group 9 Process APIs Experience APIs System APIs Collective back- end services API Document management API Health Platform API Axa Sales Tools API MDM API SFDC API Collective Customer Portal API Back-end DB for individual API Customer API Health API Life API Auto/Home API 3rd Party API Front-end assurance management API Health platform API Salesforce API Front-end collective API Collective customer portal API AXA Sales Tools API SOAP SOAP SOAP Details Architecture
  • 11. What’s next ? 11 Salesforce User Group