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CRM Software in Dubai | CRM Solution in Saudi Arabia, UAE | Zeta CRM
- 4. www.zetasoftwares.com 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
- 6. www.zetasoftwares.com 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.
- 7. www.zetasoftwares.com 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 • Attachment for each transaction.
- 8. www.zetasoftwares.com OPPORTUNITY • Follow up Hot, Warm, cold opportunity • Follow up for the opportunities • Status by Sales Executives • Priority List • Convert opportunity to Quote or Order • Attachment for each transaction.
- 9. www.zetasoftwares.com 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 • Attachment for each transaction . • Option to see if the quote is revised.
- 10. www.zetasoftwares.com MAJOR FEATURES • Vertical and horizontal access rights in CRM. • 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. • Have Attachment screen for Transaction.
- 11. www.zetasoftwares.com 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.
- 12. www.zetasoftwares.com 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. • If the Quote is revised then old quote will be showing in different colour
- 13. www.zetasoftwares.com • For each status different colours can be selected for easy identifications. • Status can be changed from the Grid by right click.
- 15. www.zetasoftwares.com PROCESS FLOW • . LEAD OPPORTUNITY QUOTATION ORDER SALES ORDER (DISTRIBUTION) INVOICE
- 16. www.zetasoftwares.com 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.. • Mass email by filtering and selecting (Ctrl A) Accounts.
- 17. www.zetasoftwares.com 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.
- 18. www.zetasoftwares.com 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.
- 19. www.zetasoftwares.com Quotation • Direct and indirect Quotation can be made. • Here we can give the quote to the customer. • If the quote is revised it will show in another colour • The Quotation can be converted to Order. • Once the Quotation is converted the Status also get changed.
- 20. www.zetasoftwares.com 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. • CRM customer will be automatically created or linked to the existing customer in Finance Customer.
- 21. www.zetasoftwares.com 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.