SMEs that are outgrowing their current business systems will often recognise the need for

Transcription

1 Integrated CRM

2 Signs of SMEs outgrowing their business systems SMEs that are outgrowing their current business systems will often recognise the need for 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 Enhancing sales force professionalism by having relevant information to hand Improving business efficiency (eg. avoiding losing track of potential customers) Adding an online fully integrated sales channel (ecommerce)

3 CRM helps your business run more efficiently

4 What does ProspectSoft CRM do? ProspectSoft CRM can help run your business more efficiently 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 Through its unparalleled integration to Access Dimensions, Iris Exchequer, Pegasus Opera and Sage 50

5 Integrating your CRM solution to your back office accounts brings business and customer information together into a single view.

6 Why Integration? 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. ProspectSoft CRM is the only CRM solution created with integration at it s core from inception

7 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.

8 E-Business Integration 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

9 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.

10 Why Integration? All of our integrated solutions are completely mobile friendly, allowing you to take orders and access customer & prospect information from anywhere in the world. 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 design templates for all your mobile customers These mobile solutions mean it is even easier to embrace the mobile world to benefit your employees, customers and prospects.

11 Pricing

12 Case Study Evac + Chair Name: Mark Roberts Job Title: Sales & Marketing Director What we do: Provide innovative products used in emergency situations worldwide. Pre-ProspectSoft Problems All 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 Solution We 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. Key Benefits 1) 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 Summary ProspectSoft' 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.

13 Contact Us Dovetail House Wycombe Road Stokenchurch Buckinghamshire HP143RQ Tel: Fax: ProspectSoft