Case Study: Syndicated Insurance Resources
Streamlining Sales Through Zoho CRM & Creator
Syndicated Insurance Resources, a broker marketplace and solutions provider, was growing so quickly that keeping up with its many Zoho apps and integrations proved to be difficult. They required updates, design changes, and much more on a regular basis.
Custom integrations, mapping, and syncs between CRM and Creator allow Syndicated Insurance Resources to stay on top of its important sales data, helping the company’s team streamline its sales process.
KDG was able to help Syndicated Insurance Resources create more cohesive branding between its main website and Zoho applications with custom design elements.
KDG and Syndicated Insurance Resources continue to partner on a variety of Zoho applications. Whether there is a question or an update, the two teams can work together to find the perfect solution.
A Certified Partner
KDG’s team of Zoho Partners was only a quick phone call away. Syndicated Insurance Resources could call KDG’s developers with a question, idea, or project angle and the team never wasted time in getting started. Some updates and development work included designing forms, building a customer portal in Zoho Creator, and mapping between Creator and Zoho CRM to push sales data between the two platforms.
- Zoho Creator development
- Custom Zoho integrations
- Custom design
- Customer portal development
- Zoho CRM integration & syncing
- Custom branding
- Single-sign-on capabilities
David and his team brought a unique perspective to the project.
AVP, Client Engagement
Custom Branding & Integrations
There were also plenty of custom solutions KDG was able to provide. Custom branding was designed on Zoho forms to help them seamlessly blend into the main Syndicated Insurance Resources website. Single-sign-on capabilities were also created to help vendors and brokers access different applications. Meanwhile, custom integrations were developed in order to ensure that the company has all the tools it needs to continue offering winning solutions to brokers.
Growing with Zoho
Even when development work isn’t needed, the partnership between Syndicated Insurance Resources and KDG’s Zoho Developers is strong. In addition to being a Zoho developer, KDG is also a Zoho consultant and can help businesses like Syndicated Insurance Resources navigate the application’s ever-changing landscape.
Zoho is an excellent resource for us. It allows us to create applications to support our workflow instead of having to change everything for pre-programmed workflow which may not apply.
Sometimes, the programming can be a bit challenging but KDG makes it easy. KDG is very customer service oriented and I’ve been extremely satisfied with the projects I’ve asked them to complete. It just makes sense to let the experts do it when you get outside the box with Zoho.