Features
Customer Relationship Management
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 robust management of relationships with manufacturers and distributors. This feature enables efficient tracking of customer interactions and sales activities, improving client engagement and driving enhanced business outcomes.
CHALLENGES
- Complex relationship dynamics
- Poor tracking of customer interactions and sales activities
- Low client engagement and satisfaction
SOLUTIONS
- Facilitates robust management of complex relationships
- Improves tracking and efficiency
- Enhances client engagement and satisfaction
Intelligent Visit Planning
Maximize your sales team’s effectiveness with Intelligent Visit Planning. This feature optimizes routes and schedules visits based on factory locations, shift times, and buyer availability, ensuring that sales efforts are aligned with client operational hours for maximum impact.
CHALLENGES
- Inefficient routing and scheduling of sales visits
- Misalignment of sales efforts with client operational hours
- Inability to optimize sales routes
SOLUTIONS
- Optimizes routing and scheduling
- Aligns sales efforts with client operational hours
- Leverages geographical and operational data
Order Booking and Management
Facilitate seamless order processing with our advanced Order Booking and Management system. This feature accommodates the complexities of industrial orders, including custom specifications, bulk orders, and long-term supply agreements, ensuring precision and efficiency in order execution.
CHALLENGES
- Complex order requirements
- Errors in order execution
- Delays in processing orders
SOLUTIONS
- Streamlines the handling of complex orders
- Speeds up the order processing time
- Reduces operational delays and enhances accuracy
AI-Powered Product Recommendations
Enhance sales potential with AI-powered product recommendations that are specifically tailored to the needs of industrial clients. This tool analyzes purchasing history and operational requirements to suggest essential products and upgrades, aiding representatives in making impactful sales pitches.
CHALLENGES
- Missed sales opportunities
- Inefficient sales pitches
- Lack of data-driven support
SOLUTIONS
- Enhances sales opportunities
- Supports sales representatives with data-driven insights
- Utilizes purchasing history and operational data
Competition Information Tracking
Stay ahead of the competition with detailed analytics on market trends and competitor strategies. Our Competition Information Tracking feature provides essential insights that help your team adapt pricing, promotions, and product offerings to better compete in the industrial market.
CHALLENGES
- Limited understanding of competitor strategies and market trends
- Inability to adapt pricing and promotions
- Poor strategic decision-making
SOLUTIONS
- Provides deep insights into competitor strategies and market trends
- Enables quick adaptation of pricing and promotional strategies
- Supports strategic decision-making
Lead Management
Manage and nurture leads efficiently in the industrial sector. From initial contact to final sale, our comprehensive lead management system ensures that no potential deal is overlooked, enhancing conversion rates and fostering growth.
CHALLENGES
- Inefficient management and tracking of leads
- Low conversion rates
- Missed opportunities for growth
SOLUTIONS
- Ensures comprehensive tracking and nurturing of leads
- Improves lead conversion rates
- Fosters growth by ensuring no leads are overlooked
Customer 360 & Sales KPIs
Gain a comprehensive view of your customer interactions and sales metrics with our Customer 360 & Sales KPIs feature. This tool offers detailed analytics that help tailor your sales strategy to meet the unique challenges and opportunities of the industrial products market.
CHALLENGES
- Lack of a unified view of customer interactions and sales performance,
- Difficulty in tailoring sales strategies
- Inadequate tracking and analysis of sales metrics
SOLUTIONS
- Offers a 360-degree view of all customer interactions and sales activities
- Facilitates the tailoring of sales strategies
- Provides real-time tracking and analysis of sales performance
Payment Collection
Streamline payment processes with our Payment Collection feature, designed to handle complex payment terms typical in the industrial sector. This system enhances cash flow management with automated reminders and real-time status updates, reducing delays in payment settlements.
CHALLENGES
- Complex and varied payment terms
- Frequent delays in payment settlements
- Inefficient payment tracking and reminder systems
SOLUTIONS
- Streamlines the handling of diverse and complex payment terms
- Reduces delays in payment processing
- Minimizes administrative burden and potential revenue losses
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:
Improved Order Accuracy
- Enhanced Order Booking and Management features ensure precision in handling complex orders.
Stronger Customer Engagement
- Customizable CRM solutions deepen relationships with major industrial clients.
Optimized Logistics
- Intelligent Visit Planning optimizes routes and
schedules to meet the specific demands of industrial clients.
Enhanced Market Intelligence
- Gathering and analyzing data on competitors and
market trends to better align products and services.
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!!
