Founded in 2017, the company provides a secure cloud-based web and mobile software solution that helps in client communication and collaboration. While working with multiple clients and firms worldwide, they required a chat widget for their website and mobile applications that makes it easy for them to reach their clients and provide them support in real-time.
We, at CRM Masters, helped them to optimize their business by adding chatbots to their website and applications with the help of Zoho SalesIQ.
Before the customization and addition of the chatbots, they used to connect with the client either over a phone call or email; they did not have any live chat tool to support the firms or clients. But with the help of Zoho SalesIQ, we were able to provide a digital customer engagement tool that helps their clients to initiate the conversation at their need of the hour.
This software solution has fantastic features like secure file sharing, unlimited storage, front desk onboarding, e-signature, built-in scanner, task tracking, and more, which empowers you to become a proactive and modern firm. It effortlessly replaces those vulnerable emails and paperwork with its encrypted platform.
We implemented Zoho Desk and Zoho SalesIQ for them. Let’s discuss them in detail:
Whatever your business might be, Zoho SalesIQ can help grow it while fulfilling your customer engagement plans. After having the client’s requirements with us, the whole deployment process took around 5-6 months, but it was all worth it when the desired results were seen. We streamlined their client engagement with automation which helped them uncover new business possibilities.
As a sales manager, it is always a matter of concern how you can improve your team’s performance. Zoho SalesIQ is a performance analytics software that helps you understand your competitors better, discover new markets for your product and services, and make intelligent decisions regarding the marketing budget and how to improve the conversion rates. It also helps you create more value by letting you know the customer’s insights.
At CRM Masters, we offer comprehensive Zoho CRM services. Our cloud experts make sure that they work closely with the client’s requirements to pitch insurance services accordingly. Good contact management ensures that your firm enjoys a smooth implementation process. We intend that our clients are loved by their customers.
Feel free to contact our experts for further details.
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