CRM

Empower the entire sales team with instant access to critical information that helps them to market, sell, and interact with customers by using SmartOffice, the EbixEnterprise CRM platform. Increase member enrollment and renewal with a unified solution to all front-office activities, account and quote management, activity management, opportunity management, inbound/outbound marketing management, and commissions tracking.

Highlights

• Increase member enrollment and renewal
• Improve processes for recruitment, communications, channel marketing, and forecasting
• Shorten sales cycles with instantaneous quotes
• Identify and close gaps through a more comprehensive analysis of partner and channel performance
• Build channel loyalty through collaborative selling and marketing initiatives

Learn more about SmartOffice