CRM ZETA ERP

CRM SALESSUPPORT 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, , Bulk 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