ProspectSoft - No. 1 CRM for growing businesses
Download ProspectSoft CRM Module Overview here.
ProspectSoft CRM can stand alone or integrate with most industry standard accounting solutions to provide your business with a system that allows every department to work towards improving customer retention, acquiring new customers and enhancing the relationship with existing customers and their spend with you.
ProspectSoft CRM is a modular solution, which means that you only pay for the functionality that you require.
ProspectSoft CRM modules:
Business to Business or Business to Consumer Contact Manager - capture relevant information about any of your contacts whether they be suppliers, prospects, customers or third party contacts
Document Manager - produce, store and version track Word letters, faxes, mail shots, Excel spreadsheets and Outlook emails all within the ProspectSoft database. This means that the information is always available even to staff working remotely via ProspectSoft Mobile technology.
Telephony Integration - manage outgoing and incoming calls. Recognise incoming DDI, switchboard or mobile numbers or find closest match.
Campaign Manager - create and deliver targeted marketing campaigns. Analyse results to determine success and cost per enquiry.
Sales Lead Tracker - log, assign and track the progress and status of your leads.
Sales Ledger Integration - non accounting system users can access key sales ledger information such as balances, credit limits and credit control notes. Maintain sales ledger account details automatically across both systems cutting out duplications and errors.
Sales History - an in-depth view of sales information including sales orders, delivery and status, invoice or credit note, price, quantity and payment status.
Products and Pricing - access to information in the accounting system on stock levels, prices and discounts.
Quotation Engine - taking Products and Pricing information from the accounts system to produce your quotations in Word, Excel or PDF templates. Sales people on the road can produce a quote whilst visiting their customers.
Sales Orders - accepted quotes can be converted to orders and automatically updated in the accounts system for authorisation removing the need to rekey and possible errors occurring.
Purchase Ledger Integration - quickly and easily access purchase ledger information such as supplier contact details, balances, transactions and invoices.
Purchase History - an in-depth view of purchase information for comparing suppliers' products and prices and delivery times as well as supplier orders over any period.
Problem Tracker - Problems are logged, assigned and tracked through the system to ensure swift resolution. User defined categories captures details about the problem such as type, status and incidence, which means that reports can be produced on the level of Customer Support Service that you are providing.
Infobase Searching - in combination with the Problem Tracker you can build up a library of resolved support issues. This can be accessed by the support team, enabling them to resolve problems quickly by searching on key words or problem categories.
Problem Analysis Matrix - in combination with the Problem Tracker this enables high volume help desks to quickly capture problems through a drop down list.
Service Contracts - check the validity, payment and contract details as a problem is logged.
Advanced Relationships - establish links between contacts within the CRM database. For example you can link third party contacts such as a supplier, Architect or consultant on a project relating to a customer.