Overview
Elephant.in, an insurance company backed by Alliance Insurance Brokers Pvt. Ltd, had been using Zoho CRM to be in the loop about leads and subscribers. They were facing issues with managing their sales team and existing customers which led to them employing the Zoho implementation services of Target Integration to see them through their problems.
CLIENT
Elephant.in
SERVICES
Consulting, Implementation
PRODUCTS
INDUSTRY
Retail
Challenge
Elephant.in had been using Zoho CRM to be in the loop about leads and subscribers. They were facing issues with managing their sales team and existing customers which led to them employing the Zoho implementation services of Target Integration to see them through their problems.
Troubles in Managing Sales Representatives
Elephant.in was facing issues with managing their sales agents. This was keeping the company from achieving desired results. They have also faced issues with accessing important information on the go.
Issues with Accessing Information
When it came to maintaining data for all users, the company was plagued with issues. They had to undergo several problems while trying to access important information regarding products and customers.
Issues with Accessing Information
When it came to maintaining data for all users, the company was plagued with issues. They had to undergo several problems while trying to access important information regarding products and customers.
Solutions
After the discovery phase, Target Integration recommended Zoho implementation services to counter their problems. As a Zoho Premium Partner, Target Integration implemented Zoho One (all employee pricing), Zoho Desk, and Zoho CRM. The solution provided by Zoho for insurance agents is tailored to the demands of insurance companies.
Implementation of Zoho CRM for Managing Sales Representatives
In response to their troubles with managing sales representatives, Target Integration provided their Zoho consulting services and proposed that the company use Zoho CRM. Zoho CRM is an effective solution as it helps sales managers to properly administer time-consuming tasks, gives them full control of the sales pipeline, and empowers them to make decisions based on correct data.
Implementation of Zoho Marketing Applications
Target Integration also implemented Zoho Marketing Applications for successful digital marketing. An all-in-one marketing software, the applications enable businesses to generate leads easily, convert those leads into customers, and customer retention. These aforementioned solutions were recommended and successfully implemented by Target Integration.
Data Consistency for All Users
The Zoho CRM experts at Target Integration ensured that users were able to access required data by incorporating Zoho Desk and Zoho CRM. The company was also suggested to use a mobile app so that employees can access any information on-site.
Result
The commendable work done by Zoho One consultants resulted in improvement of processes across various departments, which include successful client tracking, lead generation and more.
Target Integration enabled streamlined tracking of client-wise deals through one centralized database, they were successful in tracking clients’ sales history and thus enabled better lead generation.
