Sales Management System to Step up your Sales Process
Speed up your sales cycle by monitoring and tracking the deals by building your own sales pipeline using our sales management system. Have every information you need at hand and make it easy to manage your sales activities.
Sales Pipeline Management: Complete Visibility Of Your Sales Pipeline
Your business might have multiple stages through which a deal passes. Add as many sales stages as you need based on your business needs and give appropriate names for each stage for better sales pipeline management. Create your deal with all the relevant information and tag it to the respective stage in your sales pipeline. Move your sale across the stages as it progresses towards completion. Monitor your deals, optimize your sales process and gain better results!
✓ Customizable ✓ Drag and Drop Interface ✓ Table/Grid View
Create Multiple Pipelines
Set multiple pipelines and associated stages and track each of your sales lists separately.
Customize Stages
Edit stages in your sales pipeline to what best describes your business process.
Set Stage Ageing
Assign age for each stage so that you can identify any stagnant deals in your pipeline.
Segment Leads
Create different views of your sales list by filtering and sorting them. Let your team members access what they need quickly.
Gain a Quick Overview
Customize the data you want to display in the sales cards on the sales list page. View important details at a glance.
Get a Complete View Of Your Deal
Store important information about your sales and access all of them from a single place. View the tasks, follow-ups, and products associated with the sale and never miss out on important jobs to be done.
Assign Sales to Team Members
While creating a sale, assign it to the appropriate team member using the multi-user account. Ensure better team collaboration.
Record Collection and Expenses
Keep track of the profits you gained from a deal. Update the collection for the sale as well as the expenses from your side to analyze your profits.
Create and Send Sales Documents
Create sales documents like quotations, estimates and invoices quickly. The customer and the product details will be auto-populated in the document, so no need to manually enter details. Send the document to your customer with just a click of a button.
Customize Sales Fields
Personalize the sales field names according to your organisation’s requirements. Capture additional information about the sale by using adding additional fields.
The Best Sales Management System:
Do Everything From One Place!
Create tasks for a sale from the sales details page and assign them to your team staff.
Schedule follow-up calls for your customer related to a sale and get reminded about them.
Add Notes
Have any important information to store about your sale? Add them in Notes to view them quickly.
Upload Files
Upload important documents related to a sale as attachments and easily find them when needed.
Add Products to Sales
Offering products along with a deal? Add products to a sale from the sales details page and view all your sales with products in a separate dashboard.
Send Emails
Connect to your Google Calendar to create and send emails directly from the sales view.
FAQ
What is the meaning of sales funnel?
A sales funnel or a sales pipeline represents the stages in your sales process through which a prospect passes. The commonly used stages in the sales pipeline include Prospecting, Qualifying, Demo, Proposal and Closing.
Using a sales management system like Zenys you can easily create the sales pipeline stages to suit your business operations
How to create a sales pipeline using Zenys sales management software?
Using Zenys sales management software you can customize the sales pipeline stages as per your business operations. Give the appropriate names to each stage that suits your business. While creating the sales you can tag the, to the appropriate stage so you can easily view the list of sales by stages at a glance.
What are the popular features that Zenys sales management system offer?
Zenys sales management features include
- Creating multiple sales for contacts
- Customizable pipeline
- 360 degree view of each sale
- Scheudling follow-ups, creating and assigning tasks related to a sale
- Emails and SMS communications
How easy is it to create a sales funnel in Zenys sales management system?
Creating a sales pipeline should not take much time. You can easily customize the stages as you wish in the ‘Sales Settings. You can add as many stages as you wish. The customized stages can be viewed in the sales list dashboard.