CRM Project for

Jeevansathi
Zoxima Solutions Pvt. Ltd.
 Funnel and Forecasts
Quotations & approvals
Targets vs Achievements
Sales Efficiency Activities Management
Expense Management
Cross sell & up sell
Renewals

360 degree view of customers

Digital Journey Mapping
Customer Engagement Automated engagement
Mindshare Creation

KPI based reports & dashboards

Analytics Informed & proactive decision making

Mobile first technology

Mobility Mobile application with offline capability
Customer Success Platform for Jeevansathi

Sales Process
Collaboration Visibility & Plan
Productivity Efficiency

• 360-degree • KPIs driven • • Management

Internal Teams
view of processes collaboration Dashboards
customer • Collaboration • • Targets vs
Email
• Mobility within teams integration Achievements
• Reports • Exception • • Forecasts
Customer
• Actionable Handling with communication • Team Reviews
• Content alerts /
• Upgrades / reminders
renewals • Proactiveness