Find out how each modules works and how it can improve your business
Take a look at some of the industries who massively benefit from using Zigaflow
Attractive sales quotes plus job, project, contract & asset management which will leave your competition behind
Split your quotes and jobs into different locations, and include images on your quotes and other documents
Quotations, RAMS, certificates, jobs, projects, inspection schedules, invoicing & so much more on tap
Quickly create detailed quotes, manage your jobs, projects, invoiceing, ordering and maintenance all in one place
Quotes, installations, site visits, maintenance, tickets, contracts, client asset management - It's all here
Create stunning quotes with images & incorporate CAD designs, manage production through to installation in one software
Browse our carefully selected integrations to add value to your business
An unrivaled Xero Connected App which will let you do business like never before
Connect to QuickBooks for customers, supplier, invoices, purchase orders and more
Take card payments from quotations & invoices at low transaction fees & fast payout
Connect your Gmal account, to send documents, reminders from your chosen email account
Send quotations, order confirmations, invoices and reminders from your chosen email accounts
Combine the marketing automation in Mailchimp and the raw power of Zigaflow
Find out how Zigaflow can automate your business processes
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Implementing a CRM strategy is a great way of defining the sales/business process that your team can work to and improving their productivity.
Here is a step-by-step process that will help you to create a CRM strategy that works for your business.
By documenting your sales process, you will identify how many stages your sales prospects go through. This allows you to clearly define what happens at each stage and who would be involved.
A good way to map this process is with a flow chart - you can map the process from start to finish and include who is involved at what stage.
Once you have determined your processes, you need to decide what you want to achieve and then set yourself realistic targets. The best way to define goals is by setting SMART Goals. SMART is an acronym that you can use for setting achievable goals.
By bringing your data into one place, it allows you to bring data collected from different departments all into one place. You can then streamline your communications across each department by centralising all the data for each customer.
But making every piece of data available to each department you are enabling your business to be more effective by not duplicating data entries across different platforms.
By consolidating your data into one place, you can build a better profile of each customer and what their requirements are. If you know your customer better you can offer a more streamlined and personalised service by removing unnecessary communications and only offering them what they need.
By automating as many tasks as possible you reduce the time that one person spends performing repetitive and time-consuming jobs. Imagine how many hours your sales team spend creating invoices, sending email to customers and other team members? By removing these jobs, you free up your sales team to concentrate on more important tasks.
Tasks such as creating invoices, notifying other departments of updates and even generating pricing for quotes can take your sales team away from closing sales and reach out to customers.
By completing a CRM strategy, you will better understand your business and have a clearer picture of where you want to achieve in the future (both short and long term). This in turn will improve the relationship you have with your customers so that you can offer them a better service.
If you are still looking for a CRM to manage all of your customers, then Zigaflow can help. Request your web demo today.
With an extensive background in business analysis and software programming, Tim heads up our software development team and loves nothing more than solving complex business challenges with simple easy to use software.
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