Rover Master Class: Unlock the Power of Zumasys’s ERP Sales and Marketing Module

Are you ready to revolutionize your sales process and skyrocket your revenue? Watch the replay of the eye-opening Master Class on Zumasys’s ERP Sales and Marketing Module from October 16, 2024.

This session is designed to help you harness the full potential of our powerful system. Our experts will walk you through a live demo of key system features and reveal functionalities that may be overlooked.

Who Should Watch?

This Master Class is tailored for professionals who want to leverage the full potential of Zumasys’s ERP Sales and Marketing Module. We highly recommend attendance for:

●  Sales Managers and Reps: Learn how to optimize your sales pipeline, forecast more accurately, and drive team performance.
●  Marketing Professionals: Discover tools for creating targeted campaigns and managing customer relationships effectively.
●  Support Team Members: Enhance your skills in prospect management and opportunity tracking.

●  Business Owners: Gain insights into data-driven decision-making and strategies for sustainable business growth.

Whether you’re new to the system or an experienced user looking to unlock advanced features, this Master Class offers valuable insights for all skill levels.

What You’ll Learn

In one hour, you’ll be able to ask questions and discover how to:

  1. Streamline Your Contact Management and Campaign Creation

  • Create targeted contact lists for laser-focused campaigns
  • Use Contact Control to categorize contacts using custom codes
  • Manage different types of contacts with ease (e.g., sales managers, independent reps, sales reps, buyers, accounts payable)

 

  1. Master Prospect and Customer Management

  • Efficiently enter and track prospects
  • Convert promising prospects into valuable customers
  • Import prospect lists to expand your potential client base quickly
  • Manage customer information seamlessly within the system

 

  1. Supercharge Your Sales Pipeline

  • Log and track sales opportunities with detailed sales steps
  • Set estimated close dates for more accurate sales forecasting
  • Monitor the probability of closing each deal
  • Generate reports based on closing dates for better resource allocation

 

  1. Gain Insights with Customizable Dashboards and Reports

  • Access real-time insights into quotes, orders, closed sales, contact outreach, and more
  • Customize dashboards to focus on your most critical KPIs
  • Create and share tailored reports for different stakeholders

 

  1. Optimize Relationship and Sales Activity Tracking

  • Manage opportunities for better conversion rates
  • Streamline quoting processes and sales order management
  • Implement lost sale tracking for continuous improvement
  • Gain visibility into RMA and warranty processes

 

  1. Leverage Powerful Reporting and Analysis Tools

  • Use Rover reports and report writers for in-depth analysis
  • Harness the power of Rover Business Intelligence (BI) for data-driven decision-making
  • Create customized dynamic web dashboards in our .net and web-based versions

 

Master these features to nurture your white space leads more effectively, build stronger relationships with existing customers, and make informed business decisions based on accurate real-time data.

Don’t miss this opportunity to transform your sales pipeline management and forecast your future sales with unprecedented accuracy.