The client, an enterprise insurance company, wanted to improve their agents’ performance efficiency and came to us, a Zoho Authorized partner, to integrate their VOIP service with Zoho and provide customized triggers. Understanding the client’s requirements, we provided easy CallHippo integration with Zoho in almost no time with the configurations to personalize the automated workflow.
The client used the business telephony solution, CallHippo, to interact with their customers and prospects. Being an enterprise insurance firm, the client wanted to improve their overall reach and the productivity of their insurance agents to meet their customer demands better.
The client had been using Zoho and CallHippo separately without linking them and had to go through multiple data entries & to deal with the consequences of wrong data entries, repeated data entries and mediocre performance in their insurance agents due to the unnecessary time spent on updating the information on both the platforms.
The client wanted a Zoho Certified Partner who would work on the integration project at a breakneck speed as they wanted no more wastages in their resources.
Custom triggers to ensure an insurance workflow automation in Zoho Desk; for example, any missed call on CallHippo triggers the creation of a ticket on Zoho Desk and in Zoho CRM with any calls from a prospect getting stored automatically with lead prioritization.
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