Get connected with an

EZ-Zone sales campaign

Internet - New Clients - Form Submission - Your Database

Use our software solutions to connect your web-site to your clients on the internet via our internet form submissions. Your EZ-Zone database will then manage your clients for all types of marketing. Find out how easy it is to get and manage new customers.

  • Collect Client registration - name, e-mail, address etc.
  • Collect Client type and product interest
  • Schedule appointments
  • Receive sales orders
  • Create customized e-mail broadcast campaigns
  • Create Mail campaigns
  • Create telephone soliciting lists
How does it work? Below is a data flow map with the various components that make web marketing on your web site happen.

Learn what our CRM Software can do for you.

CRM Software Overview - Defined

EZ-Zone CRM Software is sales force automation software. EZ-Zone Software is a full feature Customer Relationship Management (CRM) Solution for small to mid-size businesses with integrated quotations, sales accounting system, inventory control, direct mail, telemarketing and e-mail serving software for opted-in clients. EZ-Zone CRM Software has complete customer sales fulfillment tools from the back office to front line sales desk to manage your clients. Increase your profits with one powerful software package that is easy to learn and implement. 

Enterprise Integration 
  • Multi store connectivity allows a central database with complete inventory management using terminal services.
  • E-mail correspondence with your clients including appointment recall, message history, send copies of invoices, prescriptions and drop shipment of contact lens orders.
  • File and graphic management filed within your client record. You can click open file and EZ-Zone CRM will use the appropriate program on your computer to view the file - .pdf, .doc, xls etc.
  • Report functions allow results to be ported to a Microsoft Excel spreadsheet.
  • Electronic ordering of all products from your suppliers.
  • Web site interactivity so that your clients can use your on-line services and marketing submission forms that connect directly to their client file.

Web Site / Database Interconnect - Collect Web Data is a tool that allows you to link your EZ-Zone database directly to your web site form submissions via our officetitan.net server. Clients visiting your web-site can submit all the information you need to market to them. The web-site database connectivity tool can be ordered from EZ-Zone Software Ltd. Your client submissions are protected with 128-bit encryption via SSL (Secured Socket Layer). This tool comes with an annual fee and setup charge. Contact us for more information. No need to cut and paste data from your e-mail, this tool will allow you to port the data directly into your EZ-Zone database. There are logic filters to clean the data and meet your approval before importation. * A great web-site is always important. Ask how EZ-Zone can help you.

Automate your office with EZ-Zone CRM Software.

To start automating your office, several initial items have to be done. Depending on the size of your office, whether it is a one-man show or multiple location with a national sales force, certain information has to be installed.

On initial setup the following information has to be inputted.

  • Business information - address, tax information etc.

  • Client Survey

  • Staff names and passkeys

  • Inventory

  • Client lists

This initial information will get you started. If you already have a digital client and or inventory list, we can install it for you to avoid typing it in.

Start the sales cycle. Get the client information.

All sales start with the client list. Perhaps you already have your list, or they are inquiring from advertising or your web site. It is important to receive as much information as possible and enter it into the database. If you do not have their street address, they will be removed from the direct mail list. If you do not have their e-mail address they will be removed from the e-mail list serving.

You may want to classify your clients into categories:

  • Sales region – Geographic area

  • Salesman assignment – Which salesman is their contact

  • Client type – Are they different from other clients (More later)

  • Recall date – When should you contact them next?

  • Survey – What are their buying needs?

  • Set credit limit - Know their buying limits.

For practical purposes, let’s start with a business model. We will pretend that we are operating a shoe company. We will call is Super shoe. For our shoe company, we have many shoe products, running shoes, snowshoes, beach sandals etc. With EZ-Zone CRM Software we can set up default client types. Default means item descriptions that we routinely use. In our example, we may classify one of our clients as a company that buys beachwear. This client we will tag as client type “Beach Wear”. With this classification, we can market only our beach shoes to them. Perhaps we have a new line of beach sandals that we are selling. With the marketing tools that we have, we can query the database for all clients with the tag “Beach Wear”.

Marketing

With a client description list, we will have several options.

  • E-mail them a list of new products or newsletters

  • Make post card labels for advertising

  • Make phone/address lists for salesman to visit or to call

  • Make letters for posting

  • Make appointment recalls via e-mail or direct mail

With these tools, you are continuing a stream of information to your clients that is attenuated to their needs. Clients receive information every day; they do not want to be solicited information that is not of their interest. EZ-Zone CRM Software comes with a survey tool to further help classify your clients buying needs. Within the business information set up, you may create these questions and answers for your sales staff to itemize.

Making the Sale

Once contact with the client has been made, several things may happen. They may wish for you to contact them another day. In this instance, setting the recall date, to make a reminder to call is very important. Losing a call may mean losing a sale. On the client address list, while in the edit mode simply select the date calendar to create a recall date. These dates are available under the “Pending Recall” screen. Select the client to recall on the list and push “Go to File”. This screen will navigate directly to the file.

Your client may want a quotation. Use the “Quotation” tool to create a quote using the inventory. If the item is in back order, it will show at this time as well. Discounts can be applied per line item if required. This tool can also create a purchase order for confirmation as well. Use this screen to also create pending files for future reference and tracking.

Creating an invoice is easy. If a quotation has been sent and it is acceptable to the client, you may “Make Invoice” from the quotation screen and it will generate automatically. Otherwise, you add an invoice and “Insert” the items from inventory. If there is a change, deleting the item from the invoice will return the item back to inventory. Items that are on back order will be tracked on the “Back Orders” tool.

Payments can be made with the “Add Payment” tool. Multiple payments with different pay methods can easily be transacted. Monthly statements can be generated with 30-60-90 day billing. Payment terms are specified per customer and start with a default that you created in Business Information under “Terms and Messages”.

EZ-Zone CRM Software can now generate packing slips, shipping addresses, labels, and commercial shipping invoices as required.

With the transaction can complete; you may want to set the recall date for the next visit or call to this client.

Analysis

Viewing your sales can be done in many methods:

  • Cost of Goods Sold by product

  • Sales by Staff member

  • Sales by Client tag

  • Sales By Sales Region

  • Sales By Buying Group

  • Business analysis by chronological comparison

  • Sales staff job tracking

Using any or all of these tools will help you further define your marketing strategy. Keeping a good eye on your staff will help define who is performing and who needs help. EZ-Zone CRM Software will give your staff the structure they need to do their job completely. Use comparisons to figure out which products sell quicker and at what time of year. Streamline your inventory to remove excess product that rarely moves.

Save Time, Save Money, More Profits

EZ-Zone CRM Software is all about saving time, money and generating new profits. EZ-Zone CRM Software will pay for itself many times over.  EZ-Zone CRM Software is an Enterprise solution with the power to handle a large sales force with inventory control and sales accounting. Networking on Local area network or tunneling through the Internet will connect your staff to a common database to move information easily. Monitor your company’s performance real time from your home or your office. Feel secure that you can connect to your office at any time. If you are out of town, use the Internet to connect and keep in touch. A telephone used to be the most valuable communication tool. A computer using EZ-Zone CRM Software is many times more powerful, it harnesses information flow directly from the intenet. This article explains some of the finer points of CRM. Many other tools are available for even more efficiencies to explore. Download or order a demo copy of EZ-Zone CRM Software today! Choose from our specialized packages.