Embed Size (px)
Citation preview
Integrated CRM
Signs of SMEs outgrowing their business systems
Integrating business and customer
information with accounting systems
(e.g. avoiding errors/delays due to
re-keying orders)
Bringing customer and business
information sources together in one
place
Improving business efficiency (eg.
avoiding losing track of potential
customers)
Adding an online fully integrated
sales channel (eCommerce)
T: 01494 486301 | W: www.prospectsoft.com
SMEs that are outgrowing their current business systems will often recognise the need for…
Enhancing sales force
professionalism by having relevant
information to hand
CRM helps your business run more efficiently
What does ProspectSoft CRM do?
Consolidate your business and
customer information to make your
teams more efficient
Eliminate time consuming, error
prone rekeying allowing your sales
team spend more time selling
Develop qualified leads through
targeted marketing campaigns
based on key customer information
Provide your customers with a
professional experience by
equipping your team with up to
date, relevant customer information
in the office and out on the road
T: 01494 486301 | W: www.prospectsoft.com
ProspectSoft CRM can help run your business more efficiently …
Through its unparalleled integration to Access Dimensions, Iris Exchequer, Pegasus Opera and Sage 50
Integrating your CRM solution to your back office accounts brings business and customer information together into a single view.
Maintain a single source of vital business and
customer data; now accessible in the office
and in the field
Extend data to your website and customer
facing teams enhancing the professionalism of
your sales team and offering more informed
customer service
Enables the creation of accurate quotations
and orders, with accurate product and pricing
information taken directly from the
accounting system, including special pricing
and stock information
Lessen the time spent on sales admin; freeing
up your sales staff for increased lead
generation and customer relationship building
Directly confirm orders into your accounts
system, eliminate errors and time consuming
rekeying saving you time & money
Improve management reporting, forecasting
and information sharing
Why Integration?T: 01494 486301 | W: www.prospectsoft.com
. ProspectSoft CRM is the only CRM solution created with integration at it’s core from inception
Integrating your accounting system data to the rest of your business opens up core customer information that is usually only accessible by
a small number of employees.
Once you have integrated your accounts package to a ProspectSoft centralised database it is
easy to expand your solution at your own pace.
As well as unparalleled integration to 4 of the top SME accounts providers ProspectSoft offers an
integrated e-business suite allowing you to replicate the benefits throughout your business.
ProspectSoft CRM, eCommerce and eMarketing solutions work together to ensure you make the
very most of your business information.
Integrate customer and
business information in a
single view for a more
efficient business
Provide individual account
details online making it
easy for customers to
place orders 24/7
Generate higher quality
leads for your sales team
with CRM-driven targeted
marketing
E-Business IntegrationT: 01494 486301 | W: www.prospectsoft.com
Why ProspectSoft?
We take the time to understand how
your business runs, so we are able to
advise you on how to get the best
from ProspectSoft solutions.
ProspectSoft has gained industry
wide recognition as the only solution
developed with integration at its
core from inception.
ProspectSoft understands real
businesses and their needs. Each
solution is built upon a standard
platform then tailored to suit specific
business requirements and aims to
provide ROI for the customer.
Our customers benefit from the
strategic and technical knowledge
and experience of our customer
support team, account managers
and expert consultants.
T: 01494 486301 | W: www.prospectsoft.com
What are the ProspectSoft mobile offerings?
Hosted CRM
Remote CRM (no internet access required)
mCRM (our Mobile CRM app)
mSales (for Mobile field order taking)
Mobile-friendly eCommerce sites & B2B Trade Portals
Responsive website and eMail design templates for all
your mobile customers
All of our integrated solutions are completely mobile friendly, allowing you to take orders and
access customer & prospect information from anywhere in the world.
These mobile solutions mean it is even easier to embrace the mobile world to benefit your
employees, customers and prospects.
Why Integration?T: 01494 486301 | W: www.prospectsoft.com
PricingT: 01494 486301 | W: www.prospectsoft.com
Case Study
Evac + ChairName: Mark Roberts
Job Title: Sales & Marketing Director
What we do: Provide innovative products used in emergency
situations worldwide.
Pre-ProspectSoft ProblemsAll of our business and customer information
was spread across multiple spreadsheets,
Pegasus Opera, and Microsoft Outlook. Having
no central store for this key information meant
we were running very inefficient processes; in
fact we were running several different processes in multiple spreadsheets.
We needed to bring these processes and
information together into a single view so we
could communicate effectively & offer a better
service to our customers and in turn increase our sales revenue.
The SolutionWe initially looked at ProspectSoft CRM
because of the solid integration they offer to
Pegasus Opera, This is where we were storing
the majority of our data.
The integration meant we could bring all our
business and customer information into one
central place and provide our sales team
access in the office, at home, or on the road.
Ultimately improving the efficiency of our
processes and effectiveness of our sales team.
SummaryProspectSoft' s team of consultants and account
managers understand real businesses and their
needs. Their expertise and knowledge mean you
get the solution that is right for your business,
not someone else’s.
ProspectSoft is a real-time business system that
improves business efficiency, gives you valuable
customer intelligence, and increased return on
investment.
Key Benefits1) Better customer and business information
management in one single view
2) Improved process efficiency and profitability –
more time for more sales!
3) Increased sales by providing sales reps with
access to valuable customer information
anywhere
T: 01494 486301 | W: www.prospectsoft.com
Dovetail House
Wycombe Road
Stokenchurch
Buckinghamshire
HP143RQ
Tel: 01494 486 300
Fax: 01494 486 399
www.prospectsoft.com
blog.prospectsoft.com
@ProspectSoft
ProspectSoft
Contact UsT: 01494 486301 | W: www.prospectsoft.com
