Connect your SmartOffice and ShoreTel using Tenfold to automatically track and
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ShoreTel is one of the largest providers of cloud, premises-based and hybrid business telephony and unified communications (UC) solutions. Our award-winning, brilliantly simple communications offerings lead the industry... Read more
SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle critical tasks.SmartOffice has the power necessary to serve as the backbone of financial... Read more
Tenfold is a phone intelligence solution which unifies a user’s phone system and CRM platform;
All calls made on your phone will be automatically logged in SmartOffice,
allowing them to work together, and streamline the customer experience. Read more
100% Data Capture
Tenfold automatically captures every interaction and natively integrates with all
communication platforms including SmartOffice
Tenfold provides immediate transparency across all departments, specific to the current
Ease of Implementation
There is minimal change to end user behavior and as always, no change in existing
infrastructure is required with the Tenfold and SmartOfficeintegration
With Tenfold, you also have the ability to innovate by leveraging your current tech stack
and operate within current security requirements
Running a modern day business is like having a bad set of windshield wipers in a storm, you get 20%
visibility into the activity that your team is doing and not enough to really know what is going on.
Tenfold installs a new set of windshield wipers that gives you 100% visibility into your business.
Native integration with all communication
Tenfold provides automatic capture of customer interaction data in real-time with minimal change to
end user behaviors as well as the flexibility to add/change systems without hidden costs or service
Request a Demo See how you can enforce sales best practices with Tenfold. Request a Demo
Schedule a ConversationOur solution consultants are here to answer all of your questions.Talk with a Specialist
ShoreTel is a Sunnyvale, California-based telecommunications company that delivers unified communications (UC) and call center technology. The company, which was founded in 1996, has regional offices in the UK, Germany, India, Australia and Spain. Edwin J. Basart and Mike Harrigan, who previously founded Network Computing Devices, set up the organization. Since its inception, ShoreTel has acquired various companies. In 2010, the organization purchased enterprise mobile provider Agito Networks in a deal worth around $11.4 million. In 2012, ShoreTel purchased New York City-based M5 Networks for $146 million — one of the biggest financial acquisitions of that year. The company rebranded M5 Networks’ cloud services as ShoreTel Sky and has since introduced new services under this name, including conference calling and instant messaging. In 2016, ShoreTel acquired Corvisa, a deal which helped them expand their SIP trunking capabilities. ShoreTel changed its name from Shoreline Communications in 2004. In 2013, Don Joos, previously of Avaya, became ShoreTel’s president and chief executive.
ShoreTel is a leader in VoIP communications, with a variety of products for small, medium and large businesses. These include Connect Cloud, which combines UC and VoIP technologies in the cloud. This flexible platform includes popular features like call blocking, call forwarding, and phone alerts. Call centers use this service: they access a dashboard and monitor call activity in real time, assess agent and queue statuses, create reports and share valuable data. Another service, Connect Hybrid, offers businesses a hybrid cloud solution. Users can download applications, includeing CRM and ERP integration apps, which allows companies to track customers and clients for more effective operations. Connect Common UC Platform was launched in 2015, after two years of planning and development. This platform has a single user interface and combines cloud-based and on-premise UC products. Other services include Connect OnSite and Flex Contact Center, a comprehensive solution for call center management. All of these platforms provide users with enhanced disaster recovery, so businesses can access data after an emergency like a storm or a flood, or a security breach.
ShoreTel has won a string of awards over the years. Its ShoreTel Connect service scooped the Unified Communications Product of the Year Award in 2016. The company also won Technology Provider of the Year at the 2016 IT Europa Awards and Best Telecommunication Website at the 2016 Web Awards. Other accolades include Best in Unified Communications and Collaboration at Network World Asia’s Product Excellence Awards, Best Midmarket Solution at the Xcellence Awards and Communication Solutions’ Product of the Year.
SmartOffice was developed by Ebix Inc., founded in 1976 in Atlanta, Georgia. The company went public in 1987 and is traded on the NASDAQ under the ticker symbol EBIX. Ebix is headquartered in John’s Creek, Georgia, and led by chairman and CEO Robert Raina. The company has several offices across the USA including Los Angeles, San Diego, Pittsburgh, Miami, Park City, Columbus, Dallas, and Portland. Ebix also has offices in Australia, New Zealand, Singapore, China, Japan, Canada, and India. Ebix has a global workforce of close to 5000 employees.
SmartOffice, powered by Ebix, is an enterprise services solution for insurance companies and financial advisors. Early this year, SmartOffice partnered with TeamDrive Systems to launch the first enterprise productivity tool with end-to-end encryption. Ebix CRM, earlier known as E-Z Data, provides automated reporting capabilities, and agency management support to boost revenues. SmartOffice’s Agency Management Solution combines the functionalities of a CRM solution with those of an agency management system to help users perform business-critical tasks efficiently. Its intuitive dashboard also calculates commissions and generates client reports on-demand. The highly adaptable solution can be customized to suit the needs of any business.
SmartOffice’s software for financial advisors makes it easy for them to communicate with clients. It enables companies to handle new businesses, oversee operations, and communicate with advisors effectively. It can be effortlessly synced with Outlook Exchange to manage contacts. Its intuitive dashboard helps to track client information as well as other company news and events in one place. The highly secure software comes integrated with Department of Labor Compliance tools. Ebix partners with a host of other companies such as AIG, AXA, Blackberry, Advicent, and American National to deliver pre-built integrations to address different client needs.
In recognition of its role as supplier invested in the growth and development of its partner companies, SmartOffice was conferred the prestigious DSA Partnership Award for 2015-16. SmartOffice’s parent company, Ebix, has also won a range of awards for its contribution to e-Healthcare for the learning tool it built for Allergan.
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