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Sales Management

Revenues from sales are live blood for commercial organizations. By using Zeta Sales Manager the company can enter the leads, accessing the leads and converting them to opportunities, view all sales opportunities at once or filter by using Sales Stages, Status, Amount, Probability of close. It can also create quotes and orders for the quotation.

  • Pre-defined fields for contact details, e-mails 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 e-mail.
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.
  • Sales forecasting and territory alignment.
  • Escalation and auto notifications.
  • Quote and order entry.