Contact & Document Management
Contact and document management is at the core of CRM. ProspectSoft CRM uses a hierarchical structure to capture all relevant information about a customer, client or supplier. Users can then create, store and version track Word, Excel and Outlook documents against a customer or supplier record, individual sales opportunity, customer problem or supplier query and because documents are held within ProspectSoft CRM, they are accessible to all users - including those in other offices or working out of the office.

Marketing
ProspectSoft CRM allows you to track all your marketing activities, improving your campaign effectiveness over time. Campaigns can be categorised by almost any criteria and then analysed to determine which activities have been most successful and which less so. Managerial responsibility and activity spend can be assigned to determine effectiveness and return-on-investment on all marketing spend.

Sales Opportunity Management
ProspectSoft CRM allows you to track and manage individual sales opportunities across multiple contacts. When leads are logged, user-defined customer details can be recorded; such as product or service type, new or repeat business, value, time scale or source and many more all in one screen.

Leads can be progressed through any number of user-defined steps/statuses, compulsory actions can also be set to ensure sales opportunities are dealt with correctly, and reminders can be set ensuring they are followed up.

ProspectSoft CRM allows you to then report on all of the information captured in the system, producing detailed sales pipeline analysis. The CRM System also provides detailed information about a customer's purchases over any time scale, creating a flexible, in-depth view of sales information which is taken directly from the accounts system; giving powerful analysis of both customers and products. Take a look at our further information on the Telesales CRM solution.

Quotations and Order Management
Quotation management is an area where your accounting system can let you down, which is why ProspectSoft have created a full Quotation and Order Processing module. Quotations are created taking data directly from the accounting system, allowing a user to quickly check stock details and location. When customers accept quotations they are confirmed into the accounts system automatically. Orders are entered in one simple step requiring no direct involvement in the accounting software.

Customer Service and Help Desk Management
Customer problems (calls or issues) can be logged against any contact or sales lead, with details about the problem type, status, and any number of other user defined categories logged against the problem.

All problems are automatically date, time and user stamped both when they are logged, and when subsequent actions are taken. ProspectSoft CRM also allows problems to be assigned or escalated to an appropriate person or department for resolution, and can remain 'live' until closed by an authorised user.

For users solving repetitive problems, ProspectSoft's Infobase searching enables users to build a library of previously resolved support issues; accessible to any member of the organisation and can even be made available to customers through secure website portals.

Reporting and Business Management
ProspectSoft CRM provides a centralised source for all your most critical information, putting all the information you need to grow your business at your fingertips.

A fully integrated GUI (graphical user interface) report writer and toolkit enables ProspectSoft CRM users to sort and present information in precisely the way your business needs it; comprehensive reports can be written to analyse any data fields, using any criteria. A wide range of pre-packaged reports are available covering key business areas, including sales lead reporting, product relationships, customer activity reports and much more.

Business-Wide Integration
As well as close integration with your accounting system, almost every aspect of ProspectSoft CRM can be extended to the web, allowing customers to purchase online and access customer specific information through secure online portals.

Customers can place repeat purchase orders based on previous purchase history, view currently installed inventory items and contracts, log problems, and even confirm orders directly into the accounting system. ProspectSoft CRM can also be integrated to other back office systems e.g. manufacturing management systems, warehouse management systems and many more.

Sales Ledger Integration
CRM users can access and view the associated sales ledger account front screen, and even drill down to original invoice images where it is available.

New Sales Ledger accounts can be created from within ProspectSoft CRM, while both the CRM software and the accounting software can maintain existing account address details. Sales ledger information is accessible to office-based CRM users and to those on the road.

Purchase Ledger Integration
As with sales ledger integration, ProspectSoft CRM users can quickly and easily access key purchase ledger information, drill down to individual invoices, and create new purchase ledger accounts from within ProspectSoft CRM.

Network users view ledger information in real time, while remote and mobile users have access through frequent updates. Where there are multiple suppliers of a product, their prices and delivery times can be compared.

Products and Pricing
Stock and price details are updated to ProspectSoft CRM, so that users can confirm stock references, descriptions, and prices, along with standard discounts. Quotations can be generated in ProspectSoft CRM, using this stock and price information from the accounting software.

Sales Order Processing
Quotations can be converted to orders for processing in the accounting system's SOP, all from within ProspectSoft CRM. This facility is also available to users on the road as part of our commitment to mobile computing.