Solutions for a Digitally Connected Ecosystem
Agent and counselor productivity
Customer experience and maximize renewals
KPIs visibility across value chain
Standardization of processes
Optimize sales , marketing , operations & support
- Capture Lead Information
- Pre defined stages for lead qualification
- Pre defined rules for lead rating and prioritization
- Alerts & Notification for lead follow-ups
- 360 degree view of all lead activities
- Leverage Omni Channel
- Zero Lead leakages
- Activation of the subscription
- Capture of KYC documents
- Confirmation of payments and financing
- All active leads will be maintained in the pipeline
- Stages will be configured in the opportunity
Billing & Collections
- For collections, system will be configured
- Information on billing, invoices, payments will be available
- Predefined workflow for issue handling & case resolution
- SLAs and entitlements will be configured
KPIs & Dashboard
- Target vs Achievement
- Region/Product wise performance
- Sales, operations and support team performance dashboard
- Number of new leads added
- Course Subscription trends
- Upsell/Cross Sell targets
- Lead conversion ratios
- Referral leads conversion ratio
Course/Subscriptions and Prices
- Various courses offered will be configured
- Price books can be maintained
- Offer can be generated through the system
- Special prices during offers will be visible
- Embedded chat window on the website
- WhatsApp for Business account can be set up
- Chat transcript will be captured in the interaction history of the lead
- Einstein Bot & Lead Scoring
Customer Representative Management
- Every customer will be assigned to a Customer representative
- Customers for which renewals are due will be segregated
- KPIs on renewals, cross sell / up sell opportunities closed
- Referral leads will be captured by the CRE
- Easy integration with existing ERP for needs
Portal/App for Sales Representative
- Monitor lead activities
- All Follow ups and reminders for follow ups can be configured
- Leads will be segregated on which meetings are required
- Daily targets& KPI visibility
- Visits planning & execution
- Real time access to courses, pricing & scholarships
- Lead closure can be tagged in the system
- Document collection Checklist and Payment Collection
- The lead moves out of the funnel once closed
- The sales operations process triggers once closure formalities are completed
- Customer will be notified on email & SMS for the updates on the issues
Visits Management with Geo tagging for Field Sales Rep
- Automated & manual Check-in & check-out
- Auto distance calculator
- Auto expense generation as per company policy
- Planned and unplanned visits and education
Single source of truth with ease of use
- ERP integration
- Email /SMS/WhatsApp integration
- Payment Gateway Integration
- CTI integration
- Marketing tool integration
"PVR Cinemas streamlines and automate their entire service management process"
Digital transformation solutions built on Salesforce by Zoxima really helped us manage services requests, agent productivity, customer escalations and overall customer experience with improved business outcomes. All thanks to Zoxima for understanding our business needs accurately!!
Zoxima helps California based "Bluejay Delivery" implement best CRM solution
Zoxima’s digital transformation expertise powered by Salesforce helped gather customer interactions in one central place to improve customer experience and satisfaction, better customer retention, increased sales and detailed analytics. All thanks to Zoxima team!!
3400 Cottage Way, Ste G2 #6117,Sacramento , California 95825
Zoxima helps "Ondot logistics" based in Fremont , CA implement best CRM solution
Solution built by Zoxima (powered by Salesforce) really helped build strong relations with our strong customer base and logistics management system landscape for traceability across the full supply chain .Thanks Zoxima for understanding our business needs accurately!!
959 Corporate Way, Fremont CA 94539
"Business Transformations & Sales empowerment"
CRM Solution helped us optimize the sales effort for best results at right price point with the best consulting partner who is willing to listen to us
Best CRM implementation has allowed us to track activities centrally which has in turn brought a level of rhythm and cadence into our sales and marketing efforts.
"A push for enhancement of modern customer services"
CRM functionalities available were state of the art that touched upon modern world needs with constant evolving environment !
"Sales productivity automation at its BEST"
Our technology partner exactly understood what we wanted to drive multi channel sales productivity & reduced reporting time significantly with CRM in place.
Significant business improvements using technology driven solutions by zoxima
Our technology partner really understood our business needs and helped us in logistic application for significant business improvements .