Solutions for a Digitally Connected ecosystem
Key benefits
Visitors management
Enhancing and managing dealer effectiveness
KPIs visibility and tracking across value chain
Service management
Better
Lead conversions
Bring all dealers on-board on one single platform
Get real-time information on customers, dealers & sales
Get real-time insights on dealer performance
Customise Automation of tasks to curtail cost and time
Analyze data and turn it into profitable growth
B2B2C
Customer experience
Features
Mobile App for Field Sales
- New dealer on boarding
- Daily targets
- KPI visibility
- Visits planning & execution
- Real time access to products, pricing & schemes
Primary Order Management
- Multi channel online order booking ( field sales apps, dealer apps, portals etc.)
- Tech supported interventions to up sell & cross sell
- Dealer order capture & processing
- Catalogue management ,ordering & tracking of primary orders
- Automated & prefilled order forms for faster processing
- WhatsApp/SMS integrations for approvals & alerts
Dealers 360
- 360 view of dealers across all touch points in single screen (contact /orders /invoices /collections /payments etc.)
- Quotation object will be configured
- Dealer can raise enquires
Inventory Management
- Real time inventory visibility to stakeholders (company ,dealers ,sales user)
- Dealers stock capture and update
- All shipments, stock transfers and receipts logic will be configured
Enquiry Management
- Dealer leads, Customer Walk-ins
- Dealer & Influencer collaboration for lead progression
KPIs & Dashboard
- Target vs Achievement
- Region/Product wise performance
- Dealer performance dashboard
- Number of new counters added
- Dealer order trends
- Financial statements
- Credit analytics
- Test-drive to Actual Sales
- Service quality analytics
Schemes / Pricing / Loyalty Programs
- User configurable schemes for dealers
- Configurable pricing mechanism (product /region/dealer etc
- Parameterized & auto applicable schemes (value/ volume/others)
- Automated loyalty programs for dealers
Case Management
- Predefined workflow for issue handling & case resolution
- Complaints management & post service feedback
Market Intelligence
- Capture market intelligence
- Track competitors activity
B2B Sales
- Account object will be configured
- 360-degree view of all accounts will be created
Billing & Collections
- Online/ Offline dealer payments
- Maintain outstanding payments
Visits Management with Geo tagging
- Automated & manual Check-in & check-out
- Auto distance calculator
- Auto expense generation as per company policy
- Planned and unplanned visits
- Beat/Visits planning & execution
Visitors Management
- Walk in enquiries will be captured
- Product catalogue will be configured
- User can also capture the customer feedback
- Automated follow-ups and reminders on registered numbers
Lead Management
- Capture Lead Information
- Pre defined stages for lead qualification
- Pre defined rules for lead rating and prioritization
- Alerts & Notification for lead follow-ups
- Stakeholders involved in the lead will be tagged
ERP Integration
- Easy integration with existing ERP for needs
- Push/Pull orders, Invoices, inventory, credit notes etc
Single source of truth with ease of use
- ERP integration
- Email integration
- SMS integration
- WhatsApp integration
- CTI integration
- Marketing tool integration
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!!
3400 Cottage Way, Ste G2 #6117,Sacramento , California 95825
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!!
959 Corporate Way, Fremont CA 94539
"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 .
Our Clients
