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contact@zenigmalabs.comSales & Customer Management
CRM and Field Sales Management for Growing Businesses
Manage leads, customer follow-ups, quotations, sales orders, collections and field sales activities from one connected platform.
Built for businesses with sales teams working across customers, territories and routes.
Manage the Sales Process from Lead to Collection
Sales teams often manage customer information, follow-ups, quotations, orders and collections across separate tools. Sales & Customer Management brings these activities together so that sales teams and management can work from a common system.
Core Sales & Customer Management Capabilities
CRM & Lead Management
Track leads, customer interactions and sales opportunities through a structured process.
Quotation Management
Create and manage quotations as part of the sales process.
Sales Order Management
Manage sales orders and keep order information connected with the wider business system.
Collections & Dues
Track customer dues and collection activities for follow-up by the sales team.
Field Sales Management
Support sales staff who work with customers across territories and locations.
Route Planning
Plan customer visits and routes for field sales activities.
Target Management
Set and monitor sales targets for teams and individuals.
Custom Lead Workflows
Configure lead workflows based on the way your sales process is managed.
Built for Field Sales Teams
The CRM is supported by a mobile application for field sales staff. Salespeople can manage leads, customer activities, quotations, sales orders, collections, route planning and targets while working in the field, with the information connected to the central SaaS platform.
From Customer Opportunity to Business Transaction
• Capture and manage leads
• Follow a defined sales workflow
• Create and manage quotations
• Convert opportunities into sales orders
• Track outstanding customer dues and collections
• Plan customer visits and routes
• Monitor sales targets and performance
Connected with Inventory and Finance
Sales activities do not have to remain separate from the rest of the business. Relevant sales information can connect with inventory and finance processes within the Enterprise Operating System, giving teams a more complete view of the customer transaction.
Part of the Enterprise Operating System
Sales & Customer Management is a core product within the Enterprise Operating System. It can be used for CRM and field sales management or combined with POS, Inventory & Procurement, Finance & Accounting, HRMS and other modules.
Foundation for the Intelligence Layer
Sales data, customer activity, targets and collections provide business context for the Intelligence Layer. Intelligent business roles can use relevant sales information and workflows to help teams identify follow-ups, exceptions and areas that need attention.
Bring Your Sales Process into One System
Talk to us about your CRM, field sales and customer management requirements and the other business functions you want to connect with sales.