www.zetasoftwares.com crm zeta erp. crm salessupport contact mgnt account

www.zetasoftwares.com

CRM

ZETA ERP


CRM

SALES

SUPPORT

CONTACT MGNT

ACCOUNT


CONTACT MANAGEMENT

•Track all the contacts

•Track contacts by department

•Track Contact and Company

•Track company by Industry

•Track company by Category

•Track company by Region

•Track company by Type


SALES MANAGEMENT


SALES

•Creating your own stages for each Type

•Creation of products and groups

•Creating sources

•Tracking competitors and their price list

•Tracking Sales executives and targets

•Executive Time sheet for tracking daily activity.


LEADS

•Lead Generation

•Tracking Lead Source

•Tracking stages for the lead

•Follow up for the leads

•Assign Leads to Sales Executives

•Assign Priority

•Assign product or service requested.

•Convert lead to opportunity


OPPORTUNITY

•Follow up Hot, Warm, cold opportunity

•Follow up for the opportunities

•Status by Sales Executives

•Priority List

•Convert opportunity to Quote or Order


QUOTE

• Option to print Quotation.

• Option to create own layout for

quotation.

• Stages in quotation.

• Option to change Terms and conditions

• Convert Quote to Sales Order.

• Update Sales Order to SOP


MAJOR FEATURES

• Handles the prospective customers

in the organization

• Keeps track of works done by each

Sales Executives in the organization.

• Competitor’s details are displayed

against the product selected.


MAJOR FEATURES

• The Order In CRM can be converted

to the Sales Order in the Distribution

Module.

• Various reports are generated.

• Tracks the steps involved before

generating a sales order.

• Each Opportunities can be assigned

to the concerned sales executives.


MAJOR FEATURES

• The Opportunities can be filtered by using various

color Patterns.

• Calls made by each sales executive can be

tracked.

• The status will change according to the progress

in the opportunity.


Flow Panel


PROCESS FLOW

• .

LEAD OPPORTUNITY

QUOTATION

ORDER

SALES ORDER (DISTRIBUTION)

INVOICE


ACCOUNT CREATION

• Here we can create our prospective customers.

• The contacts for the accounts can be set here.

Every contact will be displayed in the Account

form.

• We can select the appropriate method for

contacting like Call, Email, Bulk Email etc..


LEAD ENTRY

• It is the first step of making an order.

• The source of the lead can be specified.

• Each Lead can be assigned to a Particular Sales

executive.

• We can set priorities to the lead

• We can set the next follow-up date for the lead

• Once the lead is converted to opportunity it will be

erased automatically.


OPPORTUNITY

• Direct and indirect opportunities can be made.

• Here we can specify the details of the product needed

by the customer.

• The competitor details are displayed when the product

is selected.

• The opportunity can be converted to either Quotation or

Order.

• Once the Opportunity is converted the Status also get

changed.


ORDER• Direct and Indirect orders can be made.

• In indirect order : Orders will come from either

Opportunity or Quotation

• We can generate Invoice from the order screen Itself.

• We can convert the Order into Sale Order in the

inventory module.

• Once the order is converted to sales order the account

will be considered as normal customer in all modules.


EXECUTIVE TIME SHEET

• Work details of each sales executive can be

entered.

• Track all the calls made by the sales executives

at different stages of the order.


THANK YOU WWW.ZETASOFTWARES.COM

www.zetasoftwares.com crm zeta erp. crm salessupport contact mgnt account

Documents

order slide

opportunity slide

sales management slide

type slide

update sales order

flow panel slide

concerned sales executives

company track company