eHealth

FinancialServices
FinancialServices

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The Zennify Solution

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Clouds Implemented

Sales Cloud, Service Cloud & Shield

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Systems Integrated

Back-office (homegrown), Front-office (homegrown), LivePerson, Cisco Finesse (CTI), OnQ (Auto Dialer), Outlook

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Systems Replaced

CRM Functionality in homegrown back-office system, Outlook

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Third-Party Applications

LivePerson Connector, Cisco CTI Connector

Results

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Doubling of new insurance applications via online price comparison tool added during website rebuild

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An intelligent lead scoring process, along with automated lead routing and team assignment

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Accurate forecasting and book of business tracking thanks to pipeline management tools and dashboards