Features
Customer Relationship Management
Sales Force Automation
Intelligent Visit Planning
Order Booking and Management
AI-Product Recommendations
Competition Information Tracking
Lead Management
Customer 360 & Sales KPIs
Payment Collection
Customer Relationship Management
Facilitate the management of complex customer relationships, including those with distributors, healthcare providers, and regulatory bodies. Our app ensures detailed tracking of interactions and compliance-related communications, enhancing customer service and adherence to industry standards
CHALLENGES
- Complexity in managing relationships.
- Difficulty in tracking and documenting compliance-related communications.
- Need for enhancing customer service.
SOLUTIONS
- Streamlines the management of complex relationships
- Provides tools for meticulous tracking of compliance-related communications
- Enhances customer service by providing comprehensive customer insights
Sales Force Automation
Streamline your sales operations with our SFA feature, automate critical sales tasks such as order processing, inventory management, and regulatory compliance checks, improving efficiency and reducing the risk of errors in a highly regulated environment.
CHALLENGES
- Inefficiencies in manual sales operations
- Risk of non-compliance
- Complexity in managing regulatory compliance checks
SOLUTIONS
- Automates critical sales tasks such as order processing and inventory management
- Incorporates compliance checks directly into the sales process
- Streamlines regulatory compliance management
Intelligent Visit Planning
Optimize your sales routes with Intelligent Visit Planning, designed to coordinate visits based on manufacturing schedules, regulatory compliance meetings, and client availability. This feature ensures maximum efficiency, allowing sales representatives to cover key accounts and prospects effectively.
CHALLENGES
- Inefficient scheduling of sales visits
- Underutilization of sales representatives’ time
- Difficulty in covering key accounts and prospects
SOLUTIONS
- Coordinates sales visits efficiently
- Optimizes sales representative routes and schedules
- Tailors visit schedules to ensure sales representatives are at the right place at the right time
Order Booking and Management
Enhance accuracy and streamline the order process with our Order Booking and Management
system. This feature supports the handling of complex orders, including those involving controlled substances, ensuring compliance with industry regulations and accurate record-keeping.
CHALLENGES
- Errors in order entry for controlled substances
- Complexity in handling specialized orders
- Need for strict adherence to industry regulations
SOLUTIONS
- Ensures precision in handling complex and regulated orders
- Streamlines the order process
- Supports compliance with industry regulations through detailed and accurate record-keeping/li>
AI-Powered Product Recommendations
Utilize AI to provide tailored product recommendations based on the specific needs of clients in the chemicals and pharmaceuticals industries. This tool helps sales reps to suggest products that align with regulatory requirements and client specifications, improving sales effectiveness.
CHALLENGES
- Sales representatives not having sufficient information
- Inefficiency in sales pitches
- Missed opportunities for upselling products
SOLUTIONS
- Equips sales representatives with AI-driven tools
- Improves the accuracy and relevance of sales pitches
- Enhances opportunities for upselling compliant products
Competition Information Tracking
Stay ahead of the competition with comprehensive insights into competitor activities, product launches, and market trends. Our Competition Information Tracking feature equips your team with the necessary data to strategically position your products and adapt pricing and marketing strategies.
CHALLENGES
- Lack of timely insights into competitor strategies
- Difficulty in adapting pricing and marketing strategies
- Limited understanding of market trends
SOLUTIONS
- Provides real-time data on competitor activities
- Enables quick adaptation of pricing and marketing strategies
- Delivers insights into market trends and competitor product offerings
Lead Management
Manage and nurture leads effectively in these highly specialized sectors. Our system ensures detailed tracking and follow-up of potential clients, from initial contact through to contract negotiations, focusing on building strong, compliant relationships.
CHALLENGES
- Complexity in tracking and nurturing leads
- Risk of losing potential deals
- Requirement for detailed documentation and compliance
SOLUTIONS
- Systematically tracks and nurtures leads
- Provides tools for managing detailed interactions and compliance documentation
- Enhances conversion rates by ensuring consistent and compliant follow-up
Customer 360 & Sales KPIs
Gain a comprehensive overview of customer interactions, purchasing patterns, and compliance metrics with our Customer 360 & Sales KPIs. This feature provides valuable insights that help tailor strategies to meet the stringent demands of the chemicals and pharmaceuticals markets.
CHALLENGES
- Lack of a holistic view of customer interactions and purchasing patterns
- Difficulty in measuring and analyzing compliance metrics
- Need for tailored sales strategies
SOLUTIONS
- Offers a complete overview of all customer interactions and transactions
- Enables the integration of compliance metrics with standard sales KPIs
- Supports the tailoring of sales and marketing strategies
Payment Collection
Streamline the payment process with our Payment Collection feature, designed to handle the often complex billing arrangements typical in these industries. This system enhances cash flow management with automated reminders and real-time tracking of payment statuses.
CHALLENGES
- Complex billing arrangements
- Inefficiencies in managing payments
- Risk of delayed payments
SOLUTIONS
- Streamlines the management of complex billing arrangements
- Reduces delays in payment processing
- RImproves the efficiency and accuracy of payment tracking
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:
Regulatory Compliance Assurance
- Regulatory Compliance Tracker helps maintain adherence to stringent industry standards.
Enhanced Traceability
- Batch Traceability and Documentation
features ensure product integrity and traceability throughout the supply chain.
Streamlined Contract Management
- Contract and Tender Management tools
simplify the handling of complex agreements and compliance documentation.
Improved Market Adaptation
- Detailed Customer and market insights allow for better alignment of products with market needs and regulatory requirements.
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 .