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CRM
ZETA ERP
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CRM
SALES
SUPPORT
CONTACT MGNT
ACCOUNT
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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
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SALES MANAGEMENT
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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.
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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
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OPPORTUNITY
•Follow up Hot, Warm, cold opportunity
•Follow up for the opportunities
•Status by Sales Executives
•Priority List
•Convert opportunity to Quote or Order
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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
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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.
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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.
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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.
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Flow Panel
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PROCESS FLOW
• .
LEAD OPPORTUNITY
QUOTATION
ORDER
SALES ORDER (DISTRIBUTION)
INVOICE
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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..
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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.
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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.
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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.
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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.
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