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ProspectSoft provides a Customer Relationship Management (CRM) solution with real, tangible benefits for all businesses with market-leading flexibility, integration and mobility.
ProspectSoft CRM Software is a modular suite of Customer Relationship Management (CRM) solutions, primarily for the SME and small corporate user, which is based on 3 fundamental principles:
Flexible and Adaptable CRM Software
With over twenty configurable modules, the ProspectSoft CRM solution can be tailored to meet the needs of differing types, sizes or structures of organisation. While incorporating all the best features of contact management for sales and marketing, ProspectSoft CRM solutions can also be deployed very effectively in pre- and post-sales customer support or service, to manage, analyse and report on customer problems. Those customers may be other businesses (B2B) or consumers (B2C) or a combination of the two in the same database - a unique feature in CRM software, but not an uncommon situation for the SME - which has led to the use of ProspectSoft CRM solutions in environments such as help-desks and small call-centres. ProspectSoft CRM is a powerful management tool for all customer communications and interactions.
Accounting Software Integration and Back Office Integration
ProspectSoft CRM provides extensive, out-of-the-box integration
with a wide range of popular accounting software including Pegasus
Opera II, Sage
50 and Sage
200. This integration gives any ProspectSoft CRM user access
to sales and purchase ledgers, stock and pricing and to sales order
processing as well as a wide range of other accounting software
functionality.
ProspectSoft CRM also links with Microsoft Office and Quick Address Professional.
Mobile Computing
ProspectSoft CRM software and solutions are structured to operate the way businesses want to operate. Customer or supplier information, including documents or accounting data, are instantly accessible to any LAN user. The same information is available to wide area network (WAN) users, so staff in other offices are always up to date. This is also true for managers, sales or service people on the road, with laptops, or PDAs, over GPRS, 3G or Wi-Fi connections. Mobile users can access and process customer information, for example, to take orders or to receive and update service calls.
Optional System Modules: (^ Back to top)
- B2B & B2C Contact Manager - Maintain business or consumer records, or even both, within the same CRM system
- Sales Lead Tracker - Manage individual sales opportunities across multiple contacts
- Document Manager - Produce and file Word and Excel letters or faxes and Outlook e-mails; import any OLE-compatible document
- Telephony Integration - Manage in and outbound calls to and from switchboard, DDI and mobile numbers
- Sales Ledger Integration - View details of transactions through ProspectSoft CRM in real-time, in the office or on the road
- Sales History - Review customer purchases in the office or on the road: view purchase ledger information in real time
- Purchase Ledger Integration - View purchase ledger details in real-time, in the office or on the road
- Purchase History - Review suppliers, products, quantities, and price
- Products and Pricing - Access and use stock and price data from accounts system
- Quotation Engine - Using data from accounts systems, produce quotations in Word or Excel templates
- Sales Order Processing - Enter orders or convert ProspectSoft CRM quotations into accounts system SOP
- Problem Tracker - Log, track and analyse pre-or post-sales problems by customer and/or contact
- InfoBase Searching - Build a knowledge-base for rapid resolution of customer problems
- Problems Analysis Matrix - Log problems rapidly in structured form by call-centre or help desk with detailed analysis
- Service Contracts - Manage maintained equipment by serial number, contract type and period
- Inventory - Search for stock from accounts system and link items to service contracts.
- Advanced Relationships - Link all interested parties, wherever located, to any activity or project
- Report Writer and Toolkit - Analyse and report on every field in the ProspectSoft CRM database
- Automatic Alerts - Escalate and notify users proactively about critical business conditions
- Screen Customiser - Tailor individual screens and data fields
- Real-time Data Tunnel - Integrate and analyse external databases without need for programming skills
- XML API (Application Program Interface) - Integrate ProspectSoft CRM with many other software applications e.g. retailing, CAD
- SOAP/.Net API - Integrate ProspectSoft CRM with other (remote) applications over the Internet
Once armed with your business aims and budget allowances we will
recommend the solution options most suitable for you. If you would
like further information on ProspectSoft, please download the PDFs
from the More Information
box on the left, or contact
us.
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