Sales representativeFrom lead to order, the customer's whole history in front of you.
Leads, opportunities, quotations and orders on the same data; customer 360 brings sales, communication and service history together in one view. Delivery dates are given based on stock and the plan.
Through the day
What does a sales representative do on the platform?
Every step is a working feature of the product; click its name to go to the module it describes.
- 01Works opportunities
Opportunities are managed with stage, amount and probability of closing; the revenue forecast comes from won opportunities and quotations.
- 02Sends quotations
Sales quotations are prepared and their conversion to orders is tracked.
- 03Follows up orders
The status and shipment of sales orders are tracked; the ATP check gives delivery dates based on stock and the plan.
- 04Knows the customer
Customer 360 gathers sales, communication and service history; meetings, calls and visits are recorded as activities.
Apps
What sales representatives use most
All on the same data model; whatever their role, everyone looks at the same record. The other 21 modules are open in your account too.
Zenoheld Sales
Sales and customer management software
One customer record from opportunity to invoice.
15 sub-modulesMarketing
Social media, Google and your website on one panel.
4 sub-modulesZenoheld Accounting
Accounting software
In the journal the moment the invoice is issued; no waiting for month end.
13 sub-modulesFrequently asked
For sales representatives
Can I see what a customer owes?
Yes. Customer risk shows the credit limit and any block; collections tracking follows expected collections and due dates.
Can I work from my phone in the field?
Yes. Zenoheld installs on phones and tablets like an app.
Close next month end without a reconciliation marathon.
Try it free for 15 days; no credit card needed. We reply to your questions within one business day.