CRM Customer Relationship Management
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1 ZETA Solutions for Excellence CRM Customer Relationship Management
2 Sales Module Pre-defined fields for contact details, s and phone numbers. Ability to add extra fields. Note, activity and document tracking. Duplicate checking. Opportunity note, history, activity and document tracking. Product and service tracking. Built-in sales stages. Opportunity date fields. Opportunity designations as open, closed-won, closed-lost and inactive. Instant quotes. Filterable opportunity list view. Opportunity list export to Microsoft Excel. Interactive activity, opportunity and dashboards. Interactive pipeline report with drilldown capability. Export reports to Excel, HTML, PDF or . User permissions and access specifications Password rules. Central search. Lookups on all fields. Advanced queries. Layout designer for editing layouts. Remove, edit or add fields. Customizable sales processes. Customizable opportunity field names and field types. Customizable reports. Excel import and export. Easy-to-use with a fresh look and feel. Interactive dashboard. End-user personalization of interface design and content. Impactful visual charts and highly graphical reports. Real-time synchronization between ZETA ERP. Dynamic linking of multiple information sources on a single dashboard screen. Pre-installed sales dashboard available out-of-the-box. Account contact and opportunity management.
3 Sales forecasting and territory alignment. Escalation and auto notifications. Quote and order entry. Support Module Administrator Settings Create Customer. Create Consultants. Create Product. Create Department. Create Section. Create Ticket Type. Create Ticket Topic. Create Consultation Type. Transaction Create New Ticket. Cancel Ticket. Assign Ticket. Re assign Ticket. Complete Ticket. Close Ticket. Enquiries Ticket Status Enquiries. Reports Client Wise Ticket Report. Consultant Wise Ticket Report. Department Wise Ticket Report. Section Wise Ticket Report. Ticket Type Wise Ticket Report.
4 Topic Wise Ticket Report. Consultation Type Wise Ticket Report. Ticket Status Wise Ticket Report. Monthly Ticket Report. Customer Functions Update Profile. Create New Ticket. Send Reminder. Enter the Feedback. Ticket Status Enquiry. Consultants Functions Complete the Ticket. Ticket Status Enquiry. Individual Ticket Report. Assigned Ticket Report. Completed Ticket Report.
5 Business Software Defined Z PO.BOX: 4240, Kaloor, Cochin, Kerala, India Tel: [email protected] Website: Authorized Distributor in Europe Square Root Business Centre A-10, Croydon, Surrey, CR0 2XQ,UK Tel: [email protected] Authorized Distributor in Middle East SOFTWARE SOLUTIONS LLC P.O Box: #308 - Al Diyafa Centre Satwa Dubai - United Arab Emirates Tel: , Fax: [email protected] Authorized Distributor in India India 6/184A Daffodils, Mallipuram, Kochi, Kerala- India Tel: [email protected] The content of this publication is for information purpose only. It is not intended to form any contract for computer software with Brainzeit Pvt Ltd, its subsidiaries or business partners. Features may vary based on the version release. The application should be verified to check the availability of the required features. No liability for errors will be accepted.
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