Zerodha is one of the biggest financial services companies in India. Their primary offerings are retail broking, institutional broking, mutual funds, bonds, and more. During the pandemic, their customer base grew rapidly and Zerodha is now the biggest stockbroking platform in India with the most number of active retail clients.
Zerodha faced the urgent task of transitioning to a remote call center without compromising customer support or employee safety, achieved successfully through a versatile cloud telephony solution. They needed a platform that was intuitive and adaptable for quick modifications. With a rapidly growing customer base and increasing call volumes, they sought a scalable and reliable solution and address maual dialing efficiencies.
Zerodha efficiently transitioned to a remote call center with Exotel's scalable and reliable cloud telephony solution, ensuring continuous customer support and employee safety. They optimized their communications using Exotel's user-friendly platform, which allowed for real-time adjustments, crucial for handling their expanding customer base and increasing call volumes. Moreover, Zerodha's sales process was significantly improved by integrating their CRM with Exotel's click-to-call API, eliminating the inefficiencies of manual dialing.