Customer Relationship Management

The increasing complexity of the sales workflow and need to manage opportunities at each stage of the sales process has added unexpected overhead to all sales organizations. In many cases there can be multiple contacts within a customer account with each contact holding the role of decision maker in separate opportunities. ZINFI's eCRM module gives sales managers and executive management increased visibility and predictability over revenue by automating management and metrics of opportunities at each stage in the sales cycle. With the complexity of pipeline management having been removed, sales managers can now concentrate on managing leads that convert to opportunities and result in revenue growth.

In addition to tracking opportunities, it is crucial to generate ongoing reports and metrics to determine the success sales efforts and areas in which the organization is falling short. These are reports that offer visibility in the size of the sales funnel, expected revenue by quarter and pipelines by sales rep. These reports give executive management greater visibility into the sales organization.

Some Highlights

Track leads as they convert to opportunities
eCMSMap organizational hierarchy to user roles and access rights
eCMSCreate teams with the ability to share management of accounts
eCMSGenerate metrics on the success of lead generation efforts based on revenue generated

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Corporate Headquarters:

ZINFI Technologies, Inc.
6200 Stoneridge Mall Road,
Suite 300
Pleasanton, CA 94588