Description
Deals Management for ZiscorERP
The Deals Management for ZiscorERP is a powerful CRM extension designed to streamline and optimize the sales pipeline within your enterprise resource planning system. Tailored for growing businesses and sales teams, this module provides a centralized platform to track, manage, and close deals more effectively—ensuring that no opportunity slips through the cracks.
With an intuitive interface and robust features, the module empowers your team to handle everything from initial lead contact to deal closure, offering full visibility into every stage of the sales cycle while improving collaboration and boosting conversion rates.
Key Features:
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Pipeline Visualization: Visualize deals in a drag-and-drop Kanban board organized by deal stages (e.g., new, contacted, proposal sent, won, lost) for clear sales flow tracking.
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Custom Deal Stages: Configure your own sales stages to reflect your organization’s specific sales process and strategies.
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Lead-to-Deal Conversion: Convert qualified leads into deals in a single click, linking all relevant contact information and communication history.
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Deal Activity Logs: Track all interactions, updates, tasks, and follow-ups associated with each deal to maintain full context and accountability.
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Assign & Collaborate: Assign deals to specific team members or departments, and collaborate using notes, comments, and task checklists.
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Revenue Forecasting: Estimate deal value, closing probability, and projected revenue based on stage and historical performance data.
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Reminders & Notifications: Set automated reminders for follow-ups, proposal deadlines, and meetings to keep sales activities on schedule.
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Client & Contact Integration: Seamlessly integrates with ZiscorERP’s contact and client database, reducing manual data entry and ensuring consistency.
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Analytics & Reporting: Get actionable insights with built-in reports on deal win/loss ratios, stage-wise drop-off, team performance, and sales cycle duration.
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Security & Role Permissions: Control who can view, edit, and manage deals with advanced user permissions and access restrictions.
