General Sales / B2B

ZenTraq for B2B and general sales organizations covers the complete revenue cycle — from lead generation through qualification, proposal, negotiation, and invoicing. Designed for SaaS companies, consulting firms, wholesalers, and service providers.

Prerequisites

• Organization registered with Industry Profile set to "General Sales / B2B"
• Product or service catalog configured
• Pipeline stages defined for your sales process
• Team members created with appropriate roles

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Modules Available

Module	Purpose
Leads	Capture and qualify potential customers
Contacts	Manage individual business relationships
Accounts	Track company-level relationships
Deals	Monitor opportunities through the pipeline
Quotes	Create and send formal proposals
Invoices	Bill customers and track payments
Products	Maintain product and service catalog
Tasks	Manage follow-ups and action items
Vendors	Track supplier relationships
Sales Orders	Confirm and fulfill customer orders

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Default Pipeline

Stage	Probability	Description
New	5%	Lead entered the system
Contacted	15%	Initial outreach completed
Qualified	30%	Lead meets ideal customer profile criteria
Proposal Sent	50%	Quote or proposal shared with prospect
Negotiation	70%	Terms under active discussion
Closed Won	100%	Deal signed and committed (Won)
Closed Lost	0%	Opportunity did not convert (Lost)

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Getting Started

1. Configure Product Catalog

1. Navigate to Products and click + New Product.
2. For each product or service, enter: Name, description, SKU/code, unit price, tax percentage, and status (Active/Inactive).
3. Organize products into categories for efficient selection during quoting.

2. Define Lead Sources

Configure acquisition channels in Settings > Lead Sources:

• Website, Google Ads, LinkedIn, Social Media
• Referral, Cold Call, Trade Show
• Email Campaign, Partnership

3. Establish Pipeline

Review the default B2B pipeline in Settings > Pipelines. Customize stage names, probabilities, and add or remove stages to match your sales methodology.

4. Set Up Communication

Configure email (SMTP) and WhatsApp for direct prospect engagement from within the CRM.

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Day-to-Day Workflow

Lead Management

1. Capture leads from website forms, imports, manual entry, or WhatsApp inquiries.
2. Qualify leads — Update status, add notes, and score based on fit and engagement.
3. Assign to representatives — Manual assignment or round-robin distribution.
4. Follow up — Log calls, send emails, schedule meetings, and create tasks.

Lead Conversion

When a lead meets qualification criteria:

1. Open the lead record and click Convert.
2. The system creates three linked records:
   • Contact — The individual decision-maker
   • Account — Their organization
   • Deal — The revenue opportunity
3. All historical data and communication transfers to the new Contact.

Deal Management

Track each opportunity through the pipeline:

1. Create or convert deals with: Name, amount, close date, stage, and owner.
2. Progress deals through stages as milestones are achieved.
3. Associate relevant contacts, products, and quotes.
4. Log all interactions (calls, meetings, emails).
5. Set win probability for forecasting accuracy.

Quoting

1. From a Deal, click Create Quote.
2. Add line items from your product catalog.
3. Configure quantities, discounts, and applicable taxes.
4. Include terms and conditions.
5. Send via email or generate a PDF for sharing.
6. Track status: Sent, Viewed, Accepted, or Rejected.

Invoicing

Upon deal closure:

1. Create an Invoice from the Deal or Quote.
2. Add line items, taxes, and discounts.
3. Set payment terms (due date, accepted methods).
4. Send to the customer via email or WhatsApp.
5. Track payment status: Draft, Sent, Paid, Overdue.

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Key Features

Pipeline Visualization

• Stage-based list view with deal values and close dates
• Quick-filter by stage, owner, or amount range
• Drag deals between stages for rapid updates
• Color-coded priority indicators

Account Management

• 360-degree view of each organization
• Consolidated view of all contacts, deals, and invoices per account
• Account hierarchy support (parent/subsidiary relationships)
• Industry classification and revenue segmentation

Sales Forecasting

• Pipeline-weighted revenue projections (Amount × Probability)
• Monthly and quarterly forecast summaries
• Team-level quota tracking
• Best case, committed, and pipeline views

Email Integration

• Send emails directly from the CRM
• Track opens and click-through rates
• Template library for standardized communications
• Automatic activity logging

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Best Practices

Recommendations

1. Respond within 5 minutes — Speed-to-lead is the strongest predictor of conversion for B2B opportunities.
2. Maintain accurate close dates — Update expected close dates as deals evolve to ensure forecast reliability.
3. Log every interaction — Complete activity history enables effective handoffs and informed decision-making.
4. Use lead scoring — Prioritize efforts on leads with the highest probability of conversion.
5. Track loss reasons — Pattern analysis on lost deals reveals systemic issues in positioning or pricing.
6. Review pipeline weekly — Identify stale deals and determine appropriate next actions.
7. Leverage bulk actions — Move multiple records through stages efficiently after call sessions.

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Related: Lead Management | Deals & Pipeline | Invoices & Quotes | Products