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How Alliance Insurance Improved their sales journey with Zoho

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.

We are using CRM Plus from Target Integration for our new venture and its been an around 1 year where we have moved our implementation from phase 1 to 2 which showcase the quality of work done by them.

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.

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.

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