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
About Shoretel Sky
ShoreTel Sky is a cloud-based phone system manufactured by Sunnyvale, California-based telecommunications vendor ShoreTel. The product was launched in 2012 and is one of several telephony products that have been manufactured by the ShoreTel brand over the years. In 1998, ShoreTel launched its first IP telephony installation, just two years after the company was formed. In 2003, ShoreTel released its first UC platform and mobility solution. The company has also acquired several brands since its inception. It acquired Agito Networks in 2010; M5 Networks in 2012; and Corvisa in 2016. Don Joos serves as ShoreTel’s CEO. The company employs around 975 people.
ShoreTel Sky is a suite of products that come with features such as video conferencing, instant messaging, call recording, desktop sharing and peer-to-peer video. There are also several analytics tools, which let businesses track call data and measure the performance of agents and sales reps. Real-time reports provide users with in-depth business intelligence. Businesses can then use this data for marketing campaigns, lead generation and customer retention. ShoreTel Sky products include ShoreTel Sky Mobility, which lets users access desktop data from their smartphone. The application offers features like call transfer, phone directories, and extension dialing. ShoreTel Sky Advanced Application optimizes a company’s customer relationship management (CRM) and enterprise resource planning (ERP) systems. Users can track leads more effectively, improve workflows and manage day-to-day business operations from their desktop or smartphone. This platform also makes it easier to segment customers for marketing purposes.
ShoreTel Sky has been nominated for and won several awards over the years. In 2013, the ShoreTel Sky Portal with Call Flow Editor product was recognized for “Exceptional Innovation” at the Communications Solutions Product of the Year Awards. That same year, ShoreTel Sky was named “Product of the Year” by Internet Telephony.
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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