Prospectsoftbrochure

Testimonials

“With ProspectSoft CRM, our organization has gained far greater operational transparency within our sales team and as a result, has dramatically raised our sales revenues. We are running ProspectSoft CRM with Intel Centrino mobile technology and are extremely satisfied with the performance.” Ian Callaghan from Broxap

“ProspectSoft CRM has been a major benefit to the business. Since installing our turnover has increased by 12.5% and gross profit by 29%. We could never return our old methods.” Gary Nicholls form Swiftclean

“Turnover is up by nearly 50% over the last year and this is in no small part due to the extra management control that ProspectSoft CRM gives us” Bathing Solutions

"ProspectSoft CRM has enabled our sales team of ten to successfully manage the leads and sales opportunities across our customer database of over 10,000 customers. I have used Oracle CRM, Sugar CRM and Siebel and it is fair to say that with the structured assistance of the ProspectSoft Account Management team we have tailored our ProspectSoft CRM solution so that the user experience is streets ahead of previously used products already and I’m confident that with the ongoing support we’re getting, we’ll achieve our strategic objectives” The Barcode Warehouse

"We could not run our business without ProspectSoft CRM" Cycling Sports Group UK

“ProspectSoft CRM has provided significant improvements throughout our company and has resulted in a more rapid and detailed information flow. Response times to sales enquiries, user training, support and technical issues have halved in a period when growth has increased by 20%.” Liv Hodge from Kapitex

“I have used other CRM systems in the past, but none compare to ProspectSoft’s. My call rate has now increased by 60% and my appointment rate has dramatically improved.” Samantha Davies from Haines Watts

Who are we? At ProspectSoft we are passionate about growing our customer’s

businesses through an unwavering focus on their needs, by

delivering CRM (Customer Relationship Management) and web

technologies that work. This brochure provides you with an

overview of ProspectSoft CRM; if you have any questions or need

any further information please visit our website

www.prospectsoft.com.

ProspectSoft CRM has been specifically designed to cover all of your business processes - from

marketing and sales - to customer service and project management. This is possible through our

unique modular system which allows for every business to have a system specific to them; but with

the exact functionality that they require. This also allows for businesses to grow their CRM system to

match the business’ changing requirements.

5 Reasons to talk to us 1) ProspectSoft CRM makes accounts information such as a customer's sales history,

products and pricing, special offers and stock levels available across your organisation,

to staff outside your accounts department. This could be your sales team, customer

services department, or even your website. ProspectSoft CRM comes with out-of-the

box integration to Sage 50, IRIS Exchequer, Access Dimensions and Pegasus Opera.

2) Unique system of replication keeps mobile workers up to date, even without an

internet connection. Sales staff on the road can view contact details, quotes and

documents, as well as sales history accurate up to their most recent replication.

3) Integration to Microsoft Office and Microsoft Outlook allows emails and relevant

documents to be stored within the system. All customer information is then stored in the

same place, eliminating 'silos' of information, and making customer data available to other

areas of your business such as your website.

4) A wide range of standard reports provide you with the business intelligence you need to

make the right decisions. On top of this, our report writing environment allows you to

create reports specific to your business that report on your particular business drivers.

5) Our range of ProspectSoft ‘Easy’ solutions make it easy to get started quickly with a small

investment and a packaged project, with fast implementation.

Works Great With

Dependent Component

Core Component The module with the core functionality

These are modules which are needed to run the Core

Component

These are modules which enhance this functionality

How to use this brochure This brochure shows how ProspectSoft CRM can benefit different areas of your organisation, to help

you make more efficient, more intelligent use of customer information, and make your business

more profitable.

A full breakdown of how the CRM works – on a module by module basis – can be found at

crm.prospectsoft.com/functionality.

What is a module?

A module or component is a bundle of functionality, designed with a specific goal in mind. CRM

components are generally described as ‘modules’, while eCommerce or Web Solutions components

are referred to as ‘suites’. All components integrate to each other, and your back office accounting

system.

In each section, we have presented the recommended combination of components in a table, similar

to the one below. Some components require others before they will work (dependent components);

and we also highlight components which greatly enhance the functionality of the core module.

*Please note not all modules are covered in this brochure; please see our website for more details

Beyond... CRM

Beyond... CRM is another feature you will see throughout this brochure. These boxes highlight

ProspectSoft’s other non-CRM solutions, for example Web Solutions and Email Marketing. These

solutions fully integrate to your CRM, extending customer information to areas of your business

where it is needed most.

Better intelligence... ProspectSoft CRM helps you make better use of the customer information your business already has,

and shares it across customer facing and back-office teams. Doing this allows you to improve both

the quality of marketing enquiries coming in, and improving the efficiency of converting these

enquiries into orders.

CRM can help boost your profitability – through better

qualified marketing enquiries, and better conversion of

enquiries to orders.

Different components can then:

Improve customer retention – Track customer issues and problems

Increase re-spend and referrals – Cross sell and up sell related products, targeting customers

based on what they have bought in the past

Improve the quality of enquiries coming in – comprehensive reporting of which marketing

activity has generated the results, which are your most responsive customer segments, and

which of your products are most profitable

Let’s take a closer look at how ProspectSoft CRM can help your various departments and teams...

Works Great With

Dependent Component

Core Component Campagain Manager

Contact Manager

Email Marketing

Advanced

Relationships

Document Manager

Sales Order Processing

Sales Lead Tracker

How ProspectSoft CRM can help your... Marketing ProspectSoft CRM allows you to conduct, manage and

analyse the performance of all your marketing activity in a

fast, easy to digest format. Allowing you to, view

response rates broken down into enquires, quotes, sales

order revenue and margin to quickly see which

marketing activities are generating the most leads and

earning you the most revenue, and which are not

performing.

Every aspect of your marketing activities is under your control from

creating customer lists and marketing literature to maintaining your

budget. This gives your marketing team the ability to share information with each other and the

sales team instantly and easily.

With all of your campaigns being managed entirely within the CRM system you can take advantage

of powerful reporting capabilities which can report on all aspects of your marketing, allowing for

constant improvement and development.

What modules do you need?

Beyond Marketing...

ProspectSoft Email Marketing allows you to send targeted and scientifically tested email

marketing campaigns. Manage every aspect of your email marketing in one place and have

all of your results and information written back in to your CRM. Never again will you be

chased by your sales team for the most up to date marketing information for their prospects! their prospects!

Works Great With

Dependent Component

Core Component Sales Lead Tracker

Contact Manager

Quotation Engine

Sales Order Processing

Document Manager

TelephonyProducts

and Pricing

How ProspectSoft CRM can help your... Sales ProspectSoft CRM allows you to track and manage

individual sales opportunities across multiple contacts.

When a sales lead is logged, user-defined customer details

can be recorded; such as product or service type, new or

repeat business, value, time scale or source, and all

interactions with the prospect are recorded on a central

notepad.

If appropriate, leads can be traced back to the marketing activity from which they were generated, and problems can be logged against the lead that may prevent it from progressing.

Leads can be progressed through any number of user-defined steps before closure, and recalls can

be set for individual users who are working on the opportunity, to ensure a lead is never forgotten.

“ProspectSoft CRM has enabled our sales team of ten to successfully manage the leads and sales opportunities across our customer database of over 10,000 customers.” - BARCODE WAREHOUSE


Beyond Sales...

Extend your routes to market with ProspectSoft Easy eCommerce. Get a fully integrated

eCommerce store to attract new customers and offer your existing customers an easy and

convenient way of processing regular orders. Find out more at

www.prospectsoft.com/EasyeCommerce

Works Great With

Dependent Component

Core Component Sales Order Processing

Quotation Engine Products & Pricing

Sales History eCommerceSales Ledger Integration

Purchase Ledger

Integration

Purchase History

Sales Lead Tracker

How ProspectSoft CRM can help your... Finance

Integration can be core to the success of a CRM system, and ProspectSoft CRM integrates out-of-the-box to a range of popular accounting packages including Sage, Access Dimensions, Pegasus Opera and IRIS Exchequer. This two way integration gives ProspectSoft users the ability to utilise the valuable information stored in their accounting system, whilst also allowing the processing of orders into the accounts system without any rekeying.

Quick order processing directly into your accounts system is not the only benefit of this. You will also have the opportunity to tailor your marketing and sales practices to take advantage of the new information at your disposal; this can range from marketing campaigns targeting customers who have stopped buying, or giving your telesales team a quick reordering process.

“ProspectSoft links seamlessly with our Iris Exchequer accounting package. We can now quickly and efficiently view transactions and account balances.” - BILLERICAY FARM SERVICES


Beyond Finance...

Integrating ProspectSoft CRM with your website allows you to extend customer data and CRM

functionality online. Using ProspectSoft Web Solutions, you can start selling online in a matter of

weeks, create customer portals offering the same customer service you offer over the phone and in

person, including problem logging/tracking, online ordering and even viewing live accounts

information. Take a look at ProspectSoft eCommerce for more information.

Works Great With

Dependent Component

Core Component Problem Tracker

Document Manager

Problem Analysis Matrix

Telephony

Contact Manager

Infobase Searching

Sales Lead Tracker

How ProspectSoft CRM can help your... Support

ProspectSoft CRM manages every aspect of your customer service and support functions; to manage, analyse and report on customer cases. So, whether you need to manage a full help desk or a team of engineers out on the road, ProspectSoft's customer service functionality can help.

Customer service problems or issues can be logged

quickly and easily in the CRM system, with details about problem type,

status, and any number of user defined categories to help diagnose problems as quickly as possible.

Customer service functionality can be enhanced by storing records of the equipment each customer

has on their site and relating cases to the specific piece of faulty equipment.

“Customer service has been greatly improved, as has overall productivity, due to the ability of any member of

staff who answers the phone to access the system and handle any customer query quickly and effectively.”

ARCADIA COUP MERCHANDISING LTD


Beyond Support...

Take your support to the next level. Utilising an online help desk will allow your customers to log

problems out of hours; they can log, track and even solve their own problems with the help of

the ProspectSoft Infobase. For more information go to websolutions.prospectsoft.com/online-

helpdesk.

m/

Works Great With

Dependent Component

Core Component Standard Reporting

Any Module

Info Maker

How ProspectSoft CRM can help your... Management

ProspectSoft CRM allows you to report on your key performance indicators, department by department. ProspectSoft CRM has hundreds of standard sales, marketing and customer service reports - and on top of this our report writer tool allows you to create custom reports on anything you want to measure. This may be how many meetings the sales team have been on - to total revenue generated - to the average age of customer cases...

ProspectSoft CRM delivers you the information you need quickly and easily.

“I definitely feel that many opportunities have been missed by not using ProspectSoft CRM previously. The improvement and automating of reporting possibilities was a key step forward for our business.” -

HAINESWATTS


Beyond Management...

Automate your reporting capabilities with the ProspectSoft Task Centre. Task Centre allows you to

get management reports sent to you automatically on a regular basis, to give you the ability to

stay up to date with every aspect of your business with no extra effort. Find out more at

www.prospectsoft.com/taskcentre

ProspectSoft CRM Product Packages ProspectSoft CRM has three different packages to meet every different type of business.

What does each package offer?

Easy CRM

This package offers you a CRM system which has all of the key and most

widely used functionality. We have built this bundle of specific modules to

offer any business the starting blocks they need from CRM. This package as

with all of our Easy packages is aimed to provide a quick start which is then

fully scalable into the professional packages we offer.

Too find out more about this package please take a look at our website

http://crm.prospectsoft.com/EasyCRM or download our Easy CRM Template.

CRM Professional

ProspectSoft CRM Professional is a flexible solution aimed at providing

powerful CRM functionality at reasonable cost to growing businesses. 27

modules are available. Pricing is dependent on the number of modules and

users, as well as any additional customisations you may require.

CRM Enterprise

For customers that require up to 250 concurrent users - or more - ProspectSoft

CRM Enterprise is a highly robust solution supported by multi-way processors

and build-in disaster recovery capabilities.

More information can be found about CRM packages at crm.prospectsoft.com/pricing.

Extending your CRM Solution... ProspectSoft also offer a range of web and e-marketing solutions, which fully integrate into your

CRM and accounting system, allowing you to extend your customer information to more areas of

your business.

Email Marketing

ProspectSoft Email Marketing allows you to create and

send personalised email marketing campaigns from

within ProspectSoft CRM. You can track every aspect of

your email marketing success - from how many emails

reached the recipient, to how many people then clicked

on a link in that email and performed an action

valuable to your business on your website.

By integrating your CRM and Email Marketing you open up a world of

opportunity; from sales people being able to see what emails a prospect has responded to, to the

marketing department being able to scientifically test, improve and automate their email activities

all from within the ProspectSoft CRM system.

To find out how this could help your business visit:

www.prospectsoft.com/emailmarketing

eCommerce and Web solutions

Our web solutions extend all your CRM functionality

and information to your website, and offer your

customers another level of service so you can:

- Sell your products through a CRM-

integrated online store

- Allow your customers to log, track and solve problems online, easing the pressure on your

support team and allowing 24/7 problem logging.

- Give your customers access to a private online portal allowing them to take advantage of

information specific to them; for example special pricing, paying on account, viewing past

orders and accounts history and even editing their profiles and details.

Find out about these features and more visit our website at:

www.prospectsoft.com/websolutions

If you have any questions or would like any more information please contact us by email or give us a

call and speak with one of our expert consultants to discuss your specific requirements.

Call us...

Sales: +44(0) 1494 486 301 Support : +44(0) 1494 486 302 Reception: +44(0) 1494 486 300

Availability and operation hours: Monday to Friday: 8.30am-5.00pm

Write to us...

ProspectSoft UK Head Office Dovetail House Wycombe Road Stokenchurch HP14 3RQ

Visit us... Get directions.

Email me...

Sales Enquiries: [email protected] Customer Support: [email protected] General Enquiries: [email protected]

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