Salesforce Automation

Sales Force Automation (SFA) is the main program of Bz CRM. We put the Bz in SFA that includes the key activities needed for success, including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, etc. It's Free, E-Z to use and is rated as being the Best SFA for any size business.

Salespeople are the pillars of any sales organization and are the driving force behind company revenue. Provide them with an impressive array of tools and resources to help them perform more effectively. Bz CRM supports a number of different modules of Sales Force Automation.


Lead Management

Sales leads are a vital resource for sales and Bz CRM offers sales teams a full range of lead management functions -

  • Manage leads end-to-end from creating leads to converting them into sales.
  • Capture leads directly from your website and transfer to Bz CRM.
  • Customize your online lead form per your organization requirements.
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail and other types of campaigns.
  • Add multiple products.
  • Qualify leads to next stage based on information captured in lead details.
  • Convert leads into sales opportunities, accounts and contacts with a single-click.
  • Lead conversion mapping for all the custom fields.
  • Create fully customizable lead reports.

Sales Opportunity Management

Opportunity Management is another important sales module covered by Bz CRM. Opportunities are labeled Prospects in Bz CRM. Bz CRM includes the following features for Opportunity Management:

  • Track all sales opportunities end-to-end in a sales cycle.
  • Associate opportunities with accounts, contacts, activities, and other modules to have better visibility on the opportunities.
  • Generate quotes, sales orders and invoices from the potentials.
  • Create fully customizable opportunity reports.

Account Management

All your customer data is in a centralized database – customer interactions, deal information, emails and data are all accessible in one place enabling your salespeople to spend less time searching and more time selling.

  • Track all accounts and related contacts, opportunities, cases, and other details from a central database.
  • Specify relationships between accounts and their subsidiaries or other divisions.
  • Import accounts from external sources.
  • Generate quotes, sales orders, and invoices for the accounts.
  • Track purchase history of the customers and analyze opportunities for up selling and cross selling.
  • Create fully customizable account reports.
  • Attach customer-specific documents to accounts for future reference.
  • Centralize Your Customer Data for Quick Access

Contact Management

Contact Management is primarily a system for tracking customer contact with the purpose of the Contact and any required follow up. The system can monitor and control teams within the sales force, including working with our Calendar and Activity Management module to control team assignments and schedules.

  • Track all contacts and related opportunities, cases, activities, and other details from a central database.
  • Create the hierarchy of contacts within a company to have better coordination while dealing with customers.
  • Import contacts from external sources.

Calendar & Activity Management

Calendar and Activity Management is used for creating and scheduling appointments and meetings. This module manages your calendar, tasks, sales calls, events and works with the Inventory Management Module to service orders, deliveries and shipments. It's complete with Activity History, Recurring Events, Notes, Email and Shared Calendar.

  • Add all important customer-related e-mails to Bz CRM for easy future reference.
  • Store all the details of customer meetings and calls in an intuitive calendar.
  • Manage daily tasks of the Bz CRM users for a streamlined sales process.

Reports and Dashboard

Better oversight of salespeople means less surprises and more guidance, making them more likely to hit goals, meet objectives and have a better relationship with their teams and their managers.Pre-build reports for sales force automation.

  • Sales pipeline analysis by stage.
  • Monthly Sales pipeline analysis.
  • Sales opportunities by lead source.
  • Drill-down the dashboards by time and opportunity stage.
  • Better Sales Process Transparency
The Bz CRM program can easily Double your Sales Volume.