ProspectSoft CRM Modules
Select from a range of dedicated ProspectSoft CRM modules to customise your system for your unique situation:
Business-to-Business or Business-to-Consumer Contact Manager
ProspectSoft CRM’s B2B Contact Manager, with its inherent hierarchical structure, enables users to capture all relevant information about customer organisations with single or multiple branches or locations and multiple contacts at each branch.
The B2C Contact Manager is suitable for organisations that deal primarily with individual consumers. Users can select either the B2B or the B2C module or, uniquely, can run both concurrently.
Document Manager
Through close integration with Microsoft Office®, users can produce, store and version-track Word letters, faxes and mail shots, Excel spreadsheets and Outlook e-mails, all within the ProspectSoft CRM database. These, together with scanned hardcopy and incoming electronic documents, are all held against a customer or supplier record, or against individual sales opportunities, customer problems or supplier queries, to provide instantly accessible and reliable document management.
Because documents are held within the ProspectSoft CRM application rather than using an external link, they are accessible to all users, including those in other offices or on the move.
Telephony Integration
Compliance with Microsoft’s TAPI standard means that the ProspectSoft CRM application integrates with most widely used telephony systems ‘out of the box’, to manage outgoing and incoming calls.
Users can automatically call companies or individuals from any record, while incoming caller details are displayed clearly, but unobtrusively. The system recognises incoming DDI, switchboard or mobile numbers, or will find the closest match.
Campaign Manager
Every marketing campaign can be categorised and targets designated by almost any criteria. Managerial responsibility and activity cost can also be assigned. All campaigns can then be analysed to determine which activities are successful and identify any that are less so, ensuring that cost per enquiry is reduced and more leads are generated.
Sales Lead Tracker
Individual sales opportunities across multiple contacts can be managed within the ProspectSoft CRM application. When leads are logged, a variety of customer-defined details can also be recorded, such as product or service type, new or repeat business, value, time-scale or source, all on one screen. Leads can be progressed through multiple user-definable steps before closure, involving different individuals or departments, for which triggers and reminders can be set.
Sales Ledger Integration
Through the ProspectSoft CRM application, non-accounting system users can access key sales ledger information quickly and easily. This includes summary balances, individual transactions, credit limits, on-stop details and credit controller notes.
New sales ledger accounts can be created from within the ProspectSoft CRM application, while customer details such as address and telephone number are automatically maintained across both systems. Network users view ledger information in real-time, while remote and mobile users have access through regular updates.
Sales History
Every marketing campaign can be categorised and targets designated by almost any criteria. Managerial responsibility and activity cost can also be assigned. All campaigns can then be analysed to determine which activities are successful and identify any that are less so, ensuring that cost per enquiry is reduced and more leads are generated.
Sales History presents a very flexible and in-depth view of sales information compared to a typical accounting system, by giving easy access to, and powerful analysis of, both customers and products. Every item on a sales order, delivery, invoice or credit note, with its price, quantity, delivery status, payment status and various references, is presented in detail and can be reported on in a variety of ways. Sales History is available to users in the office and on the road.
Products and Pricing
This module gives both office-based and mobile users direct access to data held in the accounting system on product stock levels, prices and discounts, including discount matrices where applicable.
Problem tracker
Customer problems or issues can be logged against any contact or sales lead, with details about problem type, status, incidence, or other user-defined categories. They may be assigned or escalated to an appropriate person or department for resolution and remain ‘live’ until closed by an authorised user.
Purchase history
In combination with Purchase Ledger Integration, this module provides each user with considerable detail about suppliers’ orders over any period. Purchase History presents a very flexible and in-depth view of purchase information to allow comparisons of suppliers’ products, prices and delivery times, which are particularly valuable in back-to-back ordering situations.
Quotation engine
Used in conjunction with Products and Pricing, the Quotation Engine takes data from the accounts system to produce quotations, which can then be formatted in Word, Excel or PDF document templates.
InfoBase searching
This module, in combination with the Problem Tracker, enables users to build a library of resolved support issues for access by any member of the organisation to provide rapid solutions to customer problems.
Problem analysis matrix
Used in combination with the Problem Tracker, this is a fast and structured problem capture tool, especially designed for high volume help-desks or call centres. It enables users to position a customer enquiry or problem into any number of permutations using a simple tree structure of drop-down lists for analysis levels.
Service contacts
This module is designed for management of products or systems covered by service, support or maintenance contracts. Details of contracted customers and products are imported automatically from the accounting system’s sales order processor, through the ProspectSoft™ CRM Sales History Module. When customer problems or support calls are logged in ProspectSoft™ CRM, all product and contract details such as validity, period or payment status, are presented instantly to the user, for allocation of the service call.
Advanced relationships
Relational databases are extremely powerful, providing structured, tree-like relationships to manage standard information, although they can be restrictive if alternative or non-standard relationships are required. This module enables users to establish their own links across the classic database structure, to relate any ‘object’ (e.g. a sales opportunity, quotation, or problem) in one company, with any other ‘object’ (a person, say) in any number of other companies.
Report writer tool kit
Info Maker is a fully integrated report writer and toolkit that enables a ProspectSoft™ CRM user to sort and present information in precisely the way the business needs it. With Info Maker, comprehensive reports can be written to analyse any of the data fields contained in any ProspectSoft™ CRM module, using any criteria.
Real time dater tunnel
Companies that run ProspectSoft™ CRM alongside other databases on the network are able to review and analyse information contained in those databases from within ProspectSoft™ CRM and in real time. Reports and views can be provided in tabular or graphic form, by accessing data from several databases at the same time, as if from a single source.
Purchase ledger integration
Through ProspectSoft™ CRM, non-accounting system users can, quickly and easily, access key purchase ledger information, including summary balances and individual transactions.
Sales order processing
When customers accept quotations that have been prepared in ProspectSoft™ CRM, they can be entered automatically as orders into the accounting system’s Sales Order Processor (SOP), thus eliminating the need to re-key any data.
SOAP/ NET API
Any ProspectSoft™ CRM system can be integrated with other business applications that are running remotely, over the Internet. This standards-based extension of the XML API allows integration with other applications and processes, whether part of the user’s business, or run by 3rd parties such as customers or suppliers.