{"id":34719,"date":"2021-06-24T13:32:49","date_gmt":"2021-06-24T13:32:49","guid":{"rendered":"https:\/\/ti.matrix-test.com\/?post_type=case_study&p=34719"},"modified":"2024-11-26T15:47:03","modified_gmt":"2024-11-26T15:47:03","slug":"how-alliance-insurance-improved-their-sales-journey-with-zoho","status":"publish","type":"case_study","link":"https:\/\/targetintegration.com\/en_ie\/case-study\/how-alliance-insurance-improved-their-sales-journey-with-zoho\/","title":{"rendered":"How Alliance Insurance Improved their sales journey with Zoho"},"content":{"rendered":"
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Overview<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Elephant.in, an insurance company backed by Alliance Insurance Brokers Pvt. Ltd, had been using Zoho CRM to stay\u00a0up to date\u00a0with\u00a0and track\u00a0their\u00a0leads and subscribers. They were facing some challenges with managing their sales team and existing customers\u00a0though,\u00a0which led to them employing the Zoho implementation services\u00a0of Target Integration to see them through their problems.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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CLIENT
<\/strong>Elephant.in <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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SERVICES<\/strong>
Consulting, Implementation<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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PRODUCTS<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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INDUSTRY<\/strong>
Retail<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Challenge<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Elephant.in had been using Zoho CRM to manage their\u00a0leads and subscribers. However, they \u00a0were facing issues with managing their sales team\u00a0and existing customers. \u00a0They approached Target Integration\u2019s experts, to help them with their Zoho implementation and address their current issues, helping them streamline the sales process.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Difficulties in Managing Sales Representatives<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Elephant.in was facing a number of difficulties in\u00a0managing their Sales Agents, which was holding the company back from achieving their desired results. They were also experiencing issues with accessing relevant information on the go.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Issues with Accessing Information <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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When it came to maintaining data for all users, the company was experiencing numerous issues. They had to undergo several problems while trying to access important information regarding products and customers.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Issues with Accessing Information <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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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.<\/p>\n\t\t\t<\/div>\n\t\t\n\t\t\t\n\t<\/div>\n\n\t\t\t

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Harshad Kalambe<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t

Head - Motor claims, Alliance insurance<\/p>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<\/div>\n\t<\/article>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Solutions<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Following a detailed\u00a0discovery phase,\u00a0 Target Integration recommended\u00a0 Zoho implementation services to address the client\u2019s\u00a0current problems\u00a0and difficulties.\u00a0<\/p>

As a Zoho Premium Partner, Target Integration implemented Zoho One (all employee pricing), Zoho Desk, and Zoho CRM. The CRM solution provided by Zoho for Insurance addresses the industry specific needs of insurance brokers and providers.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Implementation of Zoho CRM for Managing Sales Representatives<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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In response to challenges around the\u00a0management of\u00a0sales representatives, Target Integration used their Zoho experience and consulting services\u00a0and recommended a move to\u00a0Zoho CRM. \u00a0This product would help the sales agents and managers to effectively and efficiently administer previously time consuming task, helping them have complete visibility and control of their pipeline and empowering\u00a0them to make decisions based on the correct data.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Implementation of Zoho Marketing Applications<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Target Integration implemented Zoho Marketing Applications to support the client\u2019s\u00a0digital marketing\u00a0function. This all-in-one marketing platform\u00a0helps\u00a0enable businesses to create, execute and manage their marketing campaigns\u00a0throughout the customer lifecycle, from lead generation, through to conversion and retention.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Data Consistency for All Users<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Finally, the Zoho CRM experts\u00a0at Target Integration incorporated Zoho Desk with the Zoho CRM to ensure that all users were\u00a0able to access the data they needed. They also\u00a0recommended the use of a mobile app,\u00a0so that employees could access all the same relevant information when they were out and about.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Result<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The comprehensive recommendations and implementation from Target Integration\u2019s Zoho One experts resulted in an improvement of processes across multiple departments, including successful client tracking, lead generation and more.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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With one centralised database, the storage and access of information was streamlined, helping Elephant.in to track a client\u2019s sales history and improve their lead generation and management.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tEnquire now<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"featured_media":56514,"template":"","industry":[12],"client":[992],"class_list":["post-34719","case_study","type-case_study","status-publish","has-post-thumbnail","hentry","industry-services","client-elephant-in"],"acf":[],"yoast_head":"\nHow Zoho Helped Alliance Insurance Boost Sales<\/title>\n<meta name=\"description\" content=\"Zoho for insurance agents offers solution that addresses the specific needs of insurance brokers and insurance providers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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