Overview
Elephant.in, an insurance company backed by Alliance Insurance Brokers Pvt. Ltd, had been using Zoho CRM to stay up to date with and track their leads and subscribers. They were facing some challenges with managing their sales team and existing customers though, 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 manage their leads and subscribers. However, they  were facing issues with managing their sales team and existing customers.  They approached Target Integration’s experts, to help them with their Zoho implementation and address their current issues, helping them streamline the sales process.
Difficulties in Managing Sales Representatives
Elephant.in was facing a number of difficulties in managing 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.
Issues with Accessing Information
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.
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
Following a detailed discovery phase, Target Integration recommended Zoho implementation services to address the client’s current problems and difficulties.Â
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.
Implementation of Zoho CRM for Managing Sales Representatives
In response to challenges around the management of sales representatives, Target Integration used their Zoho experience and consulting services and recommended a move to Zoho CRM.  This 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 them to make decisions based on the correct data.
Implementation of Zoho Marketing Applications
Target Integration implemented Zoho Marketing Applications to support the client’s digital marketing function. This all-in-one marketing platform helps enable businesses to create, execute and manage their marketing campaigns throughout the customer lifecycle, from lead generation, through to conversion and retention.Â
Data Consistency for All Users
Finally, the Zoho CRM experts at Target Integration incorporated Zoho Desk with the Zoho CRM to ensure that all users were able to access the data they needed. They also recommended the use of a mobile app, so that employees could access all the same relevant information when they were out and about.
