Ebix CRM CRM Technology

By: E-z Data  09-12-2011

Valuable utilities to support your IT efforts

  • SmartIntegrator allows your IT professionals to integrate other systems with SmartOffice with relative ease. This open API makes the heart of the SmartOffice system available for customized integration with your in-house or other third-party systems.
  • DataXchange™ Enterprise provides proven, robust back-end data movement around the SmartOffice system.
  • SmartMonitor is an external application that provides visibility into system usage and process reporting.

Proven technology
The technology that supports your CRM solution is critical to ensuring that your users remain happy with the system for the life of the project. SmartOffice is built from the ground up in a J2EE open architecture environment to help provide your users with anytime, anywhere access to the vital information they need to deliver the best possible service to their clients.

Flexible hosting options
SmartOffice can be installed in your own environment or as an online, on-demand solution managed in our world-class hosting facility Canada. Both options provide the high levels of security needed to ensure compliance and the safety of your clients’ data. The fully hosted option helps speed implementation time and eliminates hardware costs. No matter which option you decide is best for your business, you will gain the advantages of SmartOffice’s out-of-the-box functionality – the key to minimizing customization costs and speeding your time to benefit.

One of the keys to system adoption is effective training. Ebix CRM enterprise training services are designed to provide a variety of support levels to meet your needs and the unique needs of each of your agencies. Training options include:

  • On-demand Online Training Library – provides the many of the benefits of live, instructor-led training without the cost of a personalized session.
  • Instructor-Led Online Training – a hybrid solution that provides a tailored, interactive training experience using distance-learning tools.
  • Instructor-Led On-site Training – customized training programs from our professional instructors are delivered at your site, and address the features most important to your firm.

Business Consulting
Ebix CRM offers Business Consulting services offered by a team of highly experienced industry specialists trained to help you identify the deliver an approach to achieve your unique business goals. Our team can work with you to set a clear direction, identify effective processes, implement an appropriate infrastructure and technologies, and ensure solution adoption.

Other products and services from E-z Data


Ebix CRM Technology

In use by industry leaders for more than two decades, Ebix CRM solutions are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps you get, keep and grow enduring and mutually profitable client relationships.