Features
Customer Relationship Management
Sales Force Automation
Influencer Management
Intelligent Visit Planning
Order Booking and Management
AI-Product Recommendations
Competition Information Tracking
Lead Management
Customer 360 & Sales KPIs
Payment Collection
Customer Onboarding
Credit Management
Project-Based Ordering and Tracking
Customer Relationship Management
Enhance your business-to-business engagements with our CRM tool designed specifically for the building materials industry. It streamlines relationship management with contractors and construction firms, enabling better communication, efficient project tracking, and improved sales strategies.
CHALLENGES
- Difficulty in maintaining consistent communication and relationship management
- Challenges in tracking project progress
- Inefficiency in managing complex customer data and history.
SOLUTIONS
- Improves communication and relationship management
- Enhances project tracking and coordination
- Centralizes and simplifies the management of complex customer data
Sales Force Automation
Increase operational efficiency with our SFA feature, which automates critical sales tasks like order processing and customer management. Our tool supports real-time data access, helping your team make informed decisions and manage client relationships more effectively.
CHALLENGES
- Manual and time-consuming sales processes
- Lack of real-time data access
- Inconsistent handling of customer interactions
SOLUTIONS
- Automates critical sales tasks
- Provides real-time data access
- Standardizes customer interactions and follow-ups
Influencer Management
This feature focuses on identifying and engaging key industry influencers such as architects and designers, facilitating impactful partnerships that boost brand visibility and drive sales through influential endorsements.
CHALLENGES
- Difficulty in identifying and engaging with key influencers
- Challenges in maintaining systematic engagement
- Inadequate tracking and measurement of influencer impact
SOLUTIONS
- Automates critical sales tasks
- Provides real-time data access
- Standardizes customer interactions and follow-ups
Intelligent Visit Planning
Efficiently manage your sales team’s schedules and routes with our Intelligent Visit Planning feature. Tailored to account for project timelines and high-demand periods, this tool ensures your representatives are where they need to be at the optimal times, maximizing productivity and customer engagement.
CHALLENGES
- Inefficient scheduling and routing
- Failure to align sales visits with optimal times
- Inability to adapt sales strategies to fluctuating demand cycles
SOLUTIONS
- Optimizes routing and scheduling
- Aligns visits with client availability and high-demand periods
- Adapts sales strategies dynamically to meet changing demand/li>
Order Booking and Management
Our Order Booking and Management system is designed to handle the complexity of the building materials industry. Manage bulk orders, complex pricing tiers, and logistics with ease, ensuring accurate and timely deliveries that keep projects moving without delays.
CHALLENGES
- Complexity in managing bulk orders and pricing tiers
- Delays in processing orders
- Challenges in coordinating logistics and delivery
SOLUTIONS
- Speeds up the order processing system
- Coordinates logistics and delivery for diverse product ranges
AI-Powered Product Recommendations
Leverage AI technology to provide personalized product recommendations based on specific construction project requirements and past purchasing behaviours. This feature helps sales reps to effectively upsell and cross-sell, boosting revenue and customer satisfaction.
CHALLENGES
- Difficulty in providing personalized product suggestions
- Missed opportunities for upselling and cross-selling
- Lack of data-driven insights
SOLUTIONS
- Delivers personalized product recommendations
- Identifies opportunities for upselling and cross-selling,
- Utilizes data analytics to understand customer buying behaviors
Competition Information Tracking
Stay ahead of the competition with advanced image analysis tools that monitor competitor material usage at construction sites. Gain valuable insights into market trends and competitor strategies, allowing you to adjust tactics and improve brand visibility and compliance.
CHALLENGES
- Inability to effectively monitor competitor strategies
- Challenges in adjusting pricing and marketing tactics
- Lack of real-time data on competitor material usage
SOLUTIONS
- Provides real-time monitoring of competitor strategies
- Enables swift adjustment of pricing and marketing tactics
- Offers insights into competitor material usage at sites
Lead Management
Capture and nurture leads from diverse sources within the industry, from small contractors to large construction firms. Our comprehensive lead management system ensures that no potential sale slips through the cracks.
CHALLENGES
- Inefficiencies in capturing and tracking leads
- Difficulty in nurturing leads
- Inadequate visibility into lead quality and conversion status
SOLUTIONS
- Captures and organizes leads from various sources
- Systematically nurtures leads with targeted follow-ups
- Provides detailed analytics on lead quality and status
Customer 360 & Sales KPIs
Get a holistic view of your customers’ interactions, purchasing patterns, and overall engagement. Our detailed analytics and sales KPIs enable informed decision-making and strategic planning to better meet the needs of the building materials market.
CHALLENGES
- Lack of a unified view of customer interactions
- Difficulty in analyzing sales performance and customer behavior
- Challenges in leveraging customer data
SOLUTIONS
- Offers a unified platform for tracking all customer interactions
- Enables deep analysis of sales performance and customer behavior
- Utilizes extensive data insights for predictive analytics
Payment Collection
Enhance your payment collection process with automated reminders and real-time tracking of payment statuses. Our system is specially designed to handle staggered payment structures commonly found in the construction industry, improving cash flow and reducing financial risk.
CHALLENGES
- Inefficient tracking and management of payments
- Difficulty in handling staggered and varied payment structures
- Increased financial risk due to delayed payments
SOLUTIONS
- Automates payment tracking and management
- Handles staggered and varied payment structures
- Reduces financial risk with real-time tracking of payment statuses
Customer Onboarding
Streamline the onboarding process for new clients with automated workflows that ensure compliance with industry standards and regulations. Our system provides a smooth and efficient onboarding experience, fostering strong, long-term customer relationships.
CHALLENGES
- Complexities in onboarding new clients
- Time-consuming administrative processes
- Poor initial customer experiences
SOLUTIONS
- Simplifies and standardizes client onboarding
- Automates administrative tasks
- Improves initial customer experiences
Credit Management
Manage credit risks effectively with our robust credit management tools. This feature assesses customer creditworthiness, sets appropriate credit limits, and monitors ongoing credit exposure to minimize financial risks.
CHALLENGES
- Risk of extending credit to financially unstable clients
- Challenges in setting appropriate credit limits
- Inadequate monitoring of ongoing credit exposure
SOLUTIONS
- Assesses financial stability and risk before extending credit
- Tailors credit limits and terms to individual customer profiles
- Monitors ongoing credit exposure and adjusts credit limits based on customer performance
Project-Based Ordering and Tracking
Implement a seamless order management system that aligns with the distinct phases of construction projects. This feature allows for precise tracking and delivery scheduling based on project timelines, ensuring that the right materials are delivered at the right time.
CHALLENGES
- Difficulties in aligning deliveries with specific construction project timelines
- Challenges in tracking orders through distinct project phases
- Inefficiency in adapting supply chain operations
SOLUTIONS
- Aligns material deliveries with specific construction project phases
- Tracks orders through each project phase
- Adapts supply chain operations dynamically to project needs
Designed for Every Role in the Sales Ecosystem:
Field Sales Representatives
- Increase productivity and efficiency in your day-to-day activities, from visit planning to order booking.
Sales Leadership
- Gain visibility into sales performance and make strategic decisions based on real-time data and insights.
Marketing Teams
- Collaborate with sales teams and leverage insights for targeted marketing campaigns.
Empowered by Microsoft Technology with Seamless ERP Integration:
Microsoft Stack
- Built on the robust Microsoft Power Platform, our app integrates Power Apps, Power BI, Copilot Studio, and Microsoft Teams for enhanced functionality and collaboration.
ERP and Other Systems
- Syncs crucial data with ERP modules such as S&D and F&O, and integrates seamlessly with Google Services, Payment Gateways, and Docusign for various functions.
Transformative Business Impact:
Increased Efficiency
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- Streamlines order and delivery processes, reducing lead times and enhancing customer satisfaction
Improved Sales Strategy
- Intelligent Visit Planning and Competition Information Tracking enable better market penetration and more strategic positioning.
Enhanced Customer Relationships
- CRM features provide a structured approach to managing and nurturing relationships with contractors and construction firms.
Reduced Operational Costs
- Automation of sales processes lowers the cost of sales operations and improves resource allocation
Customers Who Trust Us
Client Testimonials
"PVR Cinemas streamlines and automate their entire service management process"
Digital transformation solutions built on Salesforce by Zoxima really helped us manage services requests, agent productivity, customer escalations and overall customer experience with improved business outcomes. All thanks to Zoxima for understanding our business needs accurately!!
Zoxima helps California based "Bluejay Delivery" implement best CRM solution
Zoxima’s digital transformation expertise powered by Salesforce helped gather customer interactions in one central place to improve customer experience and satisfaction, better customer retention, increased sales and detailed analytics. All thanks to Zoxima team!!
Zoxima helps "Ondot logistics" based in Fremont , CA implement best CRM solution
Solution built by Zoxima (powered by Salesforce) really helped build strong relations with our strong customer base and logistics management system landscape for traceability across the full supply chain .Thanks Zoxima for understanding our business needs accurately!!
"Business Transformations & Sales empowerment"
CRM Solution helped us optimize the sales effort for best results at right price point with the best consulting partner who is willing to listen to us
"Excellent CRM
implentation"
Best CRM implementation has allowed us to track activities centrally which has in turn brought a level of rhythm and cadence into our sales and marketing efforts.
"A push for enhancement of modern customer services"
CRM functionalities available were state of the art that touched upon modern world needs with constant evolving environment !
"Sales productivity automation at its BEST"
Our technology partner exactly understood what we wanted to drive multi channel sales productivity & reduced reporting time significantly with CRM in place.
Significant business improvements using technology driven solutions by zoxima
Our technology partner really understood our business needs and helped us in logistic application for significant business improvements .