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MS CRM
 
Social CRM
 
Social CRM brings in all the social information available in various platforms such as Twitter, Face book, LinkedIn, etc. into CRM. This enables Organizations to effectively manage customer communications and interactions from multiple sources – to get 360° views and real-time updates for all your prospects through LinkedIn, Twitter, Blogs,and other social media
 
Social CRM brings in all the social information available in various platforms such as Twitter, Face book, LinkedIn, etc. into CRM. This enables Organizations to effectively manage customer communications and interactions from multiple sources – to get 360° views and real-time updates for all your prospects through LinkedIn, Twitter, Blogs,and other social media
 
Insurance CRM
 
The tool is customized to the sole requirements of the Insurance industry. CRM capabilities enable the Insurance enterprise to focus on and respond to the evolving needs of its customers and to ensure efficiency and precision in all customer-related aspects.
 
Our Web-based Insurance CRM solution with its advanced integration capabilities is able to streamline processes, implement integrated practices and consolidate data across various systems (Claims, policy management, etc).
 
Policyholders or beneficiaries can look in for new policy plans, affiliate themselves to policy plans, view quotations for their interested policies, approve or reject to process or cancel quotations, etc.
 
Copy Quote
 
CRM - Copy Quote is developed to provide a complete solution for quote based operations. It optimizes and automates many of the difficult tasks associated with quote operations, greatly reducing the amount of time it takes to create a quote. CRM - Copy Quote provides the standard based execution of quotes. It simplifies creation of a new quote with existing data. Using ‘Copy Quote’ mechanism, the quote request is transferred to the specific quote and a new quote is created.
 
E-Mail Preview
 
Email preview pane app is developed to provide a complete solution for the preview of email in just a single click. It optimizes and automates many of the difficult tasks, greatly reducing the amount of time it takes to see the content of the email. Using ‘Email Preview Pane’ one can view the description of the email in addition he can open the attachments in a single click.
 
The application has features to check the description and find the attachments in the preview pane, thereby reducing the number of clicks and saving time and effort. The CRM- Email Preview Pane development framework enables rapid development and deployment on any industry standard CRM Server.
 
Web to Lead Capture
 
ZSL’s Web to Lead is developed to provide a complete solution for integration between Web & CRM operations. By embedding our solution within customer-facing web sites, Web-to-Lead forms directly import campaign responses into CRM. It optimizes and automates many difficult tasks, greatly reducing the amount of time it takes to create a lead in CRM. Using 'Web to Lead' mechanism, Lead details is transferred automatically from website to a CRM lead entity. This is an effective way to communicate with website & CRM. ZSL's Web-to-Lead simplifies the process of capturing leads into CRM system. By embedding a customizable form within the web sites, Web-to-Lead forms automatically import campaign responses into Microsoft Dynamics CRM.
 
MapPoint Integration
 
Bulk Email upload is developed to provide a complete solution for integration between CRM & MapPoint. It optimizes and automates many difficult tasks. A new tab named map is added to the CRM entity. Using CRM web services and Map Point Services, code is developed in Microsoft Dot Net to show the location in a Map. To deliver products to a particular account, user can use the map in CRM account entity and locate the customer easily and delivery the products on time. The CRM - MapPoint development framework enables rapid development and deployment on any industry standard CRM Server.
 
Case Dashboard
 
The Case Dashboard is developed to organize and display real-time information in clear, intuitive graphical formats. Data from dashboard is exported to an XML template. The real time data is retrieved from CRM, by using the CRM Web services. At frequent intervals, live data is inserted into the XML template. The statistics in the dashboard would vary, according to the XML data. The Case Dashboard application is integrated with CRM by using sitemap. Secure access rights are provided to the dashboard. The CRM application development framework enables rapid development and deployment on any industry standard CRM Server.
 
Travel Assistance
 
ZSL has developed a robust solution to build and track routes, so that business executives can easily search for customer available location and get travel directions immediately, thereby directing destinations in a jiffy. This helps the business people to drive to their physical locations, there by paving way for a tremendous customer service initiative to offer to clientele. Customer location will be mapped out with a green colour flag for point of origin, red colour flag for final destination and routes will be traced in blue colour along with numbered location on the route map, so that business people gets a clear picture about travel destination and plan routes accordingly with a better discoverability of routes.