Customer Relationship Management

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2 P R I S M Invoice Campaign Delivery Sales Order CRM Lead Opportunity Purchase Order Quote Customer Relationship Management PRISM SalesPRO - CRM. DONE SIMPLY.

3 Reports & Dashboards Campaigns CRM Automatic Lead Capture CUSTOMER RELATIONSHIP MANAGEMENT Your Business Needs - Simplified. Automate Repetitive Tasks Online Support Are you looking for a Customer Relationship Management (CRM) system for your Enterprise? Choosing the right CRM is not an easy task and requires an intimate understanding of your organization. The ideal CRM solution for your business translates into your business needs being optimized and your expectations delivered to you with the right functionality and at the right price. In today's constantly evolving business environment, it is imperative to have the right information, at the right place and right time. Without a comprehensive CRM system in place, it is virtually impossible to keep track of all the data in the minds of all of your employees. Target specific customer segments, automate ing tasks, follow up opportunities efficiently, close deals faster and forecast sales better with PRISM SalesPRO.

4 Enterprises with traditional CRMs or no CRM systems would incur several operational lags, performance inconsistencies and lack of communication and coordination between the Marketing, Sales, Support and Service departments. Marketing cannot measure the effectiveness and ROI of its mass campaigns and advertising strategies Service and Support handle requests and complaints inefficiently due to lack of customers' service histories Staggering mounds of redundant paperwork and data pile up Reporting and forecasting sales is tedious, inaccurate and timeconsuming Long durations of time are wasted updating spreadsheets, profiles, documents and files Inefficient implementation of business strategies and objectives due to lack of communication between departments Use PRISM SalesPRO to gain a 360 perspective of your customer related activities including Marketing, Sales and Support and expertly navigate your enterprise's transition to use an efficient CRM system. PRISM SalesPRO, the innovative cloud-based portal is our answer for a one-stop CRM. Its comprehensive, uncomplicated and easy to use features will cater to business needs of the Marketing, Sales and Support departments, along with the added functionalities of dashboard generation, inventory management, project management and self-service portals. It is the simple, cost-effective solution for your CRM needs. Eliminate exorbitant expenses to hire CRM consultants, expensive software or server installations, training costs and maintenance fees, using PRISM SalesPRO. "We were initially using an expensive, leading CRM system. But after migrating to PRISM SalesPRO, we saw that we enjoyed all the same benefits at a much lower cost!" - VP Sales, Software Consulting Company

5 Our Customer s Thoughts Features of PRISM SalesPRO "Tracking the Sales cycle and forecasting sales accurately is so much easier now with PRISM SalesPRO! I love the customizable options and transparency it provides throughout the organization, at a fraction of the cost compared to other CRMs. - Sales Director, Prism Informatics SUPPORT ANALYTICS MARKETING TOOLS SALES Digital Systems Apart from the standard Marketing, Sales and Support functionalities, PRISM SalesPRO's diverse options like Project Management gave us easy access and increased control over our business processes. -Senior Manager, Pixel Digital Systems LLC

6 Marketing Listen. Engage. Attract. With PRISM SalesPRO, navigate the user-friendly and clutter-free environment to manage your Marketing tasks and activities with ease! BULK CAMPAIGNS Building targeted campaigns are as easy as building a list from your leads and contacts, picking a template and then scheduling it to run. The Sales department can leverage the individual campaign engagement data stored with each contact during discussions. Aggregate analytics are also available to build higher performing campaigns. CAMPAIGN TRACKING Use PRISM SalesPRO to build campaign portfolios, track campaign information, set budgets, attach documents and associate leads. See a comprehensive view of all of your campaigns, associated leads or contacts, and performance at any time. AUTOMATIC LEAD CAPTURE Where your leads come from, tells a lot about who they are. Design and embed forms on your web pages to automatically capture lead information in PRISM SalesPRO and use the workflows engine to enroll them in drip campaigns, create records, or to assign them to team members for follow-ups. COMPREHENSIVE LEAD VIEWS Keep leads separate from sales-ready contacts, build profiles and interaction data, and launch targeted lead nurturing campaigns. When they're ready to interact with Sales, hand them off and automatically create an opportunity with a single click.

7 Sales Closing deals is now faster and easier Anytime, Anywhere. Transform, automate and integrate your sales activities with PRISM SalesPRO. Engage your potential clients better, close deals faster and sell more! MANAGE SALES CYCLE Enjoy the ability to effectively supervise your sales cycle, from qualifying prospects and converting leads to setting up appointments and closing deals. With PRISM SalesPRO you can also manage all your invoices, sales- orders and quotes in one integrated portal. Create an invoice from a quote, sales order or an opportunity and associate it with other related records COMPREHENSIVE CONTACT VIEWS Every record in PRISM SalesPRO CRM is structured like a portfolio and is easy to search for and modify. Whether you're looking at leads, customers, organizations or opportunities, see all of the related notes, communications, campaign engagement histories, documents and beyond in an easy to read and modify view. AUTOMATE REPETITIVE TASKS Save time by automating complex repetitive tasks, regardless of whether it's sending an , creating a record or appointment, or updating a field. With a set of standard conditions that can trigger the task, PRISM SalesPRO's powerful workflows engine will effortlessly automate it. INTEGRATED CALENDAR Activity and notification management ensure that you'll never miss another appointment, and with built-in record associations you can be assured that you'll always have the information you need to successfully close deals and cater to requests or provide service efficiently.

8 Support Anticipate. Satisfy. Exceed your Customer expectations. Identify and respond to Customer requests or complaints in a systematic manner. Provide productive and efficient service to ensure high levels of customer satisfaction. TICKETING SYSTEM Trouble Tickets provide a great way to handle customer cases. Customers can easily create and send Trouble Tickets for a post-sales support request. It offers your team the flexibility to create, communicate, edit and close the case after the right solution has been delivered. SELF-SERVICE CUSTOMER PORTALS Impress your customers with a professional, tailored self-service portal where they can see recent deals and documents, communicate, and submit requests for support. PRISM SalesPRO will help enable a more personal relationship that fosters customer loyalty. SUPPORT CASE MANAGEMENT Whether you handle customer service or support cases via or over the phone. PRISM SalesPRO's ticket management system will give you a single place to collaborate and keep track of the issues that matter most to your customers. Additional features allow you to automatically create tickets from s, and notify your team or update records as changes occur. MANAGE SERVICE CONTRACTS A Service Contract is a negotiated agreement for the products and services rendered to your customers. As per the agreed contracts, your support center offers services for an agreed period of time, and with the help of PRISM SalesPRO you can manage all your service contracts, boost the level of customer satisfaction and build healthy relationships.

9 33 Proposal or Price Needs Analysis Perception Analysis Prospecting Value Proposition Qualification Identify Decision Tools & Analytics Close The Loop On Marketing, Sales & Support Activities. Forecast sales, supervise employee performance, view reports, generate dashboards. Information at your fingertips for your business needs Qualification Needs Analysis Value Proposition Proposal or Price Quote Identify Decision Makers Negotiation or Review Closed Won Closed Lost REPORTING TOOLS & DASHBOARDS With the help of PRISM SalesPRO's graphical widgets and tools, extract relevant information to create comprehensive dashboards. Slice and dice data from the sales process, to compile extensive reports on anything from deal flows and sales forecasts to employee performance. Use that information to drive insightful decision-making that closes the loop on your business's processes. PROJECT MANAGEMENT Ensure that account owners have visibility into customer projects by using PRISM SalesPRO to build and track projects including details on budgets, milestones, tasks, and resource assignments. PRISM SalesPRO's document management systems and workflows also integrate seamlessly to allow for automatic notices and the attachment of files to project tasks. MANAGE ITEMS AND CONTRACTS SOLD Track down customer purchase histories to uniquely identifiable items and services. Utilize that information in targeted up-sale or cross-sale activities, or for tracking support or warranty requests.

10 Our Customer s Thoughts Benefits of PRISM SalesPRO PRISM SalesPRO is a highly customizable and easy CRM system! It not only automates and integrates processes, but allows for greater visibility into our clients and enhances the pipeline and sales process. Simple to use and clutter-free, just how a CRM should be. - Managing Director, MIEL e-security Pvt. Ltd. PRISM SalesPRO is a comprehensive CRM solution. Compared to the other solutions available in the market, PRISM SalesPRO is the user friendly, easily configurable and cost-effect solution. - CEO & President, Idhasoft Limited

11 ECONOMICAL & COST-EFFECTIVE With PRISM SalesPRO you can enjoy all the benefits and functionalities of a comprehensive CRM at a lower cost. The economical and cost effective CRM for your enterprise! YOUR CRM, YOU CUSTOMIZE! PRISM SalesPRO is easily customizable and can be configured to your needs. Change themes, add widgets on your dashboard, and upload photographs. Even reports, documents and modules can be customized to your requirements. All this with none of the technical complexities of other CRMs. CRM ON THE GO Need access on the go? PRISM SalesPRO provides an amazing mobile interface to gain instant access to your CRM. You can also create new tasks, events, contacts and opportunities immediately. TEAMS AND ACCESS CONTROLS. Enjoy the ability to control the organizational hierarchy, team structures, and give restricted and role specific views to your CRM users. This ensures that your enterprise's valuable information and data is secure. GET ORGANIZED Generate a comprehensive view of all your data in a few easy steps. Prism SalesPRO can help you integrate s, tasks, calendars and much more in one easily maintained portal. Track every task and event created by you and everyone else using the CRM in its Shared Calendar View. COMMUNICATE WITH EASE Why always depend on s or telephone calls? With PRISM SalesPRO you can post comments to have a quick conversation or showcase your opinion and get a clear, comprehensive view of opportunities, leads and even products!

12 Enterprises with PRISM SalesPRO Our Customer s Thoughts Reduced costs for lead generation due to wellorganized, automated marketing campaigns and lead nurturing Faster movement of prospects through the Sales pipeline Increased and efficient responses to customer enquiries, complaints and requests F u t u r e. S e c u r e d Ultimately, Prism SalesPRO was able to measure the performance of my organization on the basis of internal benchmarks thanks to the information stored in it. Integrate Prism SalesPRO across the entire organization seamlessly for reduced complexities, efficient performance and satisfied customers! - Director, Secure Matrix Reduced customer churn and turnover rates Higher customer satisfaction rates It is a powerful tool to have for data collection about your service requests, order entries and billing. PRISM SalesPRO software allows you to easily analyze the aggregated data collected from customers and use it to implement effective sales and marketing strategies. - Founder, Prism Medicals Digital Systems F u t u r e. S e c u r e d

13 Switch to Save! While most CRMs incur huge setup cost and recurring monthly expenses of `30,000 and above, we present PRISM SalesPRO, a feature rich CRM, at unbeatable price. Get in touch with PRISM SalesPRO Submit your queries to our Online Helpdesk Introductory Pricing TELEPHONE Call us with your inquiries and requests PROFESSIONAL EDITION `10,000 per month EXECUTIVE EDITION `8,000 per month STANDARD EDITION `5,000 per month Unlimited users Unlimited users Up to 10 users FREE EDITION `0 free trial ADDRESS WEBSITE Reach out to our HQ Office B-407, BSEL Tech Park 4th floor, Opp. Vashi Rly Station Sector 30A, Vashi Navi Mumbai India Standard Edition Features Lead Management Lead Management Less than 5 Users Integration Customer Portals (Ticketing System) Report Generation FAQs Report Generation FAQs 60-Day Free Trial Facebook Inventory Management Calendar Calendar Project Management Automatic Lead Capture. Documents Filtering Options Documents Filtering Options Twitter Abstract Views Abstract Views Linkedin

14 P R I S M www. prismsalespro.com US Switzerland Germany UAE Indian Subcontinent Thailand Singapore

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