ZCRM – Nothing less, nothing more CRM has all required features to nurture the Leads and lead to closure.
The decision support dashboards based on the roles for both Deals and Leads helps to get a gist of progress on the team performance on Lead and Deal nurturing for self and for the team.
ZCRM enables the marketing manager to monitor the financials ... on each lead by capturing the effort and money spent on nurturing by the way of follow-up,meetings, visits etc., It also have a feature of monitoring the performance of each and every team member with pre-defined goals set from collecting the leads to closure.Read More
ZCRM built in hierarchy for the users map to marketing and sales team to have a better control of the information ... visibility and accessibility. This provides various dashboards and information based on the roles and admin role to control the system and user setup.Read More
Dashboard provides the data drives the user to various activities they should performance viz picking up the open leads, send email follow-ups which are overdue. The Deal and Lead manager can check the team performance in the dashboard and do the necessary action.
This entry screen for the users from which they can view all the leads and deals based on their role allocated only to them and for the team (for managers roles). From this screen they navigate to action screen table viz, edit, notes, emails, task, expense, and view of lifecycle of a Leads and Deals. Based on the roles the action is controlled .
Exhaustive list of reports provided for the deals and leads .
ZCRM can be accessed by the team on the field in offline mode and get sync with the go on-line. This mobile friendly feature helps the sales / marketing team who on the field not to lose the important notes to be updated in CRM and duplication of work.