Zavanti CRM

Overview:

Zavanti CRM empowers users and increases their productivity by optimizing corporate processes, offering only pertinent applications tailored to their work function, and being workflow-driven, guaranteeing that data input is accurate. Zavanti CRM blends the best features of Microsoft's collaborative technology with management best practices to increase the effectiveness of both your systems and your workforce. Using Microsoft Dynamics CRM, Zavanti has created modules tailored to particular industries, such as the management of social and affordable housing. With the help of native integration with DocuSign, housing sales and development documents like heads of agreements, sales contracts, and lease agreements can now be transferred electronically to third parties. The contract documents can be attached to emails sent using pre-configured Zavanti procedures, ready for electronic execution. Zavanti offers integrated email marketing as well as marketing automation for Microsoft Dynamics CRM as a silver partner for ClickDimensions. Zavanti CRM empowers your organization with all of the features that you anticipate in finding reliable Customer Relationship Management (CRM) software solutions, regardless of the solution you're researching. It eliminates weeks of research. This CRM identifies the advantages and disadvantages of your business product's ability to accommodate each feature. It helps you validate or rule out software frontrunners much faster, saving you time and effort.

About us:

Zavanti has extensive expertise and offers comprehensive solutions to the real estate and property sectors. The company was established in 2001 with the intention of selling project management software, but in 2005 they also bought a suite of property development ERP solutions. They have also expanded this expertise to cover all aspects of the real estate industry, including development, marketing, sales, and property management for social housing as well as commercial and retail properties. The property management solutions at Zavanti are all based on the Microsoft Dynamics CRM platform. As a result, Zavanti offers a genuinely all-inclusive solution to suit the needs of clients managing the entire lifecycle of the real estate business, including customer care, management, and full financials. Zavanti has assets of experience in the development, building, and management of the real estate. They have always worked to create a culture at Zavanti that provides exceptional client assistance. Both their competence and willingness to build and provide solutions that best satisfy the client's needs, as well as their quick responsiveness to client inquiries, contribute to their success. Zavanti continues to create and improve its Property Solutions, and when extra capabilities are needed that aren't necessarily property-specific, it collaborates with outside providers and incorporates their products into the Zavanti line. Zavanti is aware that there are other sources of information on property systems, and by paying attention to their feedback and understanding their needs, they are able to improve their products for both existing and prospective customers. Whatever industry you are in, being able to effectively manage all the relationships and procedures necessary to make your company successful is essential. Zavanti CRM centralizes data for your company, assists you in protecting your intellectual property, and boosts the value of your goodwill. Zavanti CRM offers an integrated set of simple-to-use applications built on tried-and-true Microsoft technology. It is a  crucial business intelligence tool for your business. The system software offers effective data input, allowing you to easily manage your projects and record all conversations with clients, suppliers, and staff. The user interface of Zavanti CRM is designed to be straightforward, recognizable, and consistent while providing a secure, role-based working environment. Through the close interaction between the environment and underlying business systems, interacting with information, processes, and business data becomes seamless with this application software.

Company’s Services:

The Zavanti CRM offers the following services that provide you with advanced solutions and tools to manage your salesforce, email marketing, and other financial tasks; 

• Consulting

Zavanti provides the consulting abilities to examine and resolve complex company issues, from a thorough business study to a detailed process analysis. Some important techniques include

1. Consultancy for Customer Relationship Management
2. Management consulting for your organization
3. Enterprise project management and financial management
4. Software development

• Implementation

As a basic guideline, Zavanti handles implementation as follows:

1. Project launch
2. Initial training and implementation consulting 
3. Data configuration and customization
4. Going live
5. Account management

• Training

Training is crucial to getting the most out of your technology investment, regardless of whether you are a new user or a seasoned pro.

1. Brief instructions to familiarize the client with the software's operation. 
2. Introductory course
3. specialized intermediate training for your sector
4. Your needs-specific advanced courses.

• Stock Management

Using the Zavanti hierarchy from estates, stages, and so on, you can keep track of all the information about your real estate assets. It also helps you to expand through the subdivision, and for proprietors and managers of retail spaces, you can merge and divide as necessary.

• Marketing 

It gives users the option of creating an immediate marketing campaign, for example, an email, a letter, or a campaign that will easily run for several weeks or months. You can schedule all your work for tasks like campaigns using Zavanti CRM. By keeping track of all your expenses, you can report on the cost per inquiry for each campaign and estimate the success of your marketing efforts.

• Sales and Leads 

It oversees all inquiries and makes sure that sales are successfully completed.

• Maintain Distribution Lists 

It is used for the purpose of automatically assigning service requests and cases to the proper agent or to queues for follow-up, escalation, or reassignment.

• Documents 

It allows you to keep a sales and marketing library that is searchable and accessible both online and offline. 

• Direct email communications and email tracking

It creates and sends perfect emails to potential prospects and also maintains a record of all customer and client communications. 

Pros

Zavanti CRM has the following pros;

1. Zavanti CRM is the perfect provider of web-based sales and marketing management. It offers complete lead, contact, and sales management in one unique system. It also helps you to find new software capabilities, features, and characteristics that you might not be aware of. 
2. If you want complete financial control over your business and organization, then Zavanti CRM along with Zavanti ERP would be best for you. 

Cons

Zavanti CRM consists of many unique and business-friendly features, however, it has a few negative aspects that you should know before going forward with this CRM software; 

1. The user interference of this CRM software isn’t that bad but it can be a little complex for you if you are a complete beginner in the CRM area. 
2. The automated system, when used with multiple features takes plenty of time. The system is slow.  

Conclusion:

Zavanti CRM helps you protect your intellectual property, centralize data for your business, and increase the value of your goodwill. A vital business intelligence tool for your company, Zavanti CRM offers a comprehensive collection of user-friendly applications built on tried-and-true Microsoft technology. The customer management feature of Zavanti was developed using Microsoft engineering. A single platform can record every communication with a client, a supplier, or an employee. Workflow dictates, and work functions specifically customize user perspectives. It also offers integrated capabilities for sales orders, stock management, and reporting. With Zavanti, you can insert budgets from the accounting module into a new job using the estimating tool. It helps you save a lot of time and effort by immediately confirming or eliminating software frontrunners. Also, it tells you about new and updated software capabilities, features, and powers that you might not know about or be unaware of. Users can input statistical project results, automatically generate purchase reports, and modify forecasts with actuals. Forecasts indicate estimated expenses up to ten years in the future as projects develop, and the system flags deviations from the budget. An easy-to-use, recognizable, and consistent user experience is what Zavanti CRM is designed to provide—a role-based, secure working environment. Zavanti CRM provides evaluation for every function, including complete support, partner add-ons, customization, third-party integration, and more.