Customer relationship management - often called CRM, CRM system, or CRM software - is a business solution that helps companies improve marketing, sales, and service engagement with their customers to drive organizational efficiency, while helping to improve the customer experience.
CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships and satisfaction across all interactions - marketing, sales, and customer service. CRM solutions can deliver return on investment (ROI) through marketing automation, customer service, and sales force automation.
In use by financial services and insurance industry leaders for more than two decades, Ebix Consulting offers Ebix’s SmartOffice solutions for CRM, practice, and agency management. SmartOffice solutions are trusted across these industries to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues. Select the solution designed to meet your specific business needs:
For industries outside of financial services and insurance, Ebix Consulting offers Microsoft Dynamics CRM, a leading customer relationship management (CRM) solution that enables companies to market smarter, sell effectively and productively, and care everywhere. We provide social insights, business intelligence, and productivity with One Microsoft solutions. And we deliver Microsoft Dynamics CRM in the cloud, on-premises, or with a hybrid combination.
We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application.
Ebix Consulting has over two decades of integration experience and expertise in Enterprise Communication Management (ECM), CRM and ERP to tie together and implement enterprise solutions that will enable you to be more competitive, operate with optimal efficiency and exceed your business objectives.