ProspectSoft

ProspectSoft Customer Relationship Management (CRM) Software provides CRM Solutions with real tangible benefits. Suitable for businesses within every marketplace this leading CRM package offers flexibility, integration and mobility.

Microtrading is one of the UK's leading ProspectSoft Gold Certified Partners, reassuring you that Microtrading is perfectly positioned to deliver ProspectSoft CRM Software Solutions for your business.

Interested in growing your business?

Then call us now on 0121 784 0077 and arrange your FREE consultation meeting with one of our CRM solution experts or click here and we will contact you.

Outstanding Flexibility

CRM Software Solutions from ProspectSoft enables different types and sizes of organisation to benefit from great improvements in customer intelligence. This intelligence is available to traditional CRM software users like sales and marketing departments, as well as customer helpdesk and field service staff.

The below options outline the flexibility and capabilities of the system. For further information on any of the below options please contact one of our Business Advisors on 0121 784 0077.

ProspectSoft CRM Professional

ProspectSoft CRM Professional is the ideal CRM solution for growing businesses. ProspectSoft CRM provides the best integration with back-office and accounting solutions available on the market today. This includes seemless integration with Pegasus, IRIS Exchequer, Access Dimensions and Sage systems. With 23 modules to choose from, seamless contact and document management and the highest standard of mobile computing, we can provide a scalable CRM solution that meets your business requirements both for today and tomorrow.

ProspectSoft Easy CRM

ProspectSoft Easy CRM is a sales and marketing system for up to 10 users, 9 of these could be mobile users, designed to act as a simple, easy to implement CRM system and a great starting point which can be later upgraded to the full CRM Professional system. Easy to buy- easy to install- easy to get up and running.

CRM Modules and Options

All ProspectSoft CRM Software Solutions can be enhanced with a wide range of flexible CRM Modules and CRM Software Options allowing ProspectSoft CRM Software to meet the needs of a wide range of users in all types of industry. Beyond the standard CRM Modules and Options, the XML API (application programmable interface) allows our in-house development team to write custom enhancements to meet individual customer needs.

Contact and Document Management

Contact and document management is at the core of CRM. ProspectSoft CRM uses a hierarchical structure to capture all relevant information about a customer, client or supplier. Users can then create, store and version track Word, Excel and Outlook documents against a customer or supplier record, individual sales opportunity, customer problem or supplier query and because documents are held within ProspectSoft CRM, they are accessible to all users - including those in other offices or to staff working out of the office.

Marketing

ProspectSoft CRM allows you to track all your marketing activities, improving your campaign effectiveness over time. Campaigns can be categorised by almost any criteria and then analysed to determine which activities have been most successful and which less so. Managerial responsibility and activity spend can be assigned to determine effectiveness and return-on-investment on all marketing spend.

Sales Opportunity Management

ProspectSoft CRM allows you to track and manage individual sales opportunities across multiple contacts. When leads are logged, user-defined customer details can be recorded; such as product or service type, new or repeat business, value, time scale or source and many more all in one screen.

Leads can be progressed through any number of user-defined steps/statuses, compulsory actions can also be set to ensure sales opportunities are dealt with correctly, and reminders can be set ensuring they are followed up.

ProspectSoft CRM allows you to then report on all of the information captured in the system, producing detailed sales pipeline analysis. The CRM System also provides detailed information about a customer's purchases over any time scale, creating a flexible, in-depth view of sales information which is taken directly from the accounts system; giving power analysis of both customers and products.

Quotations and Order Management

Quotation management is an area where your accounting system can let you down, which is why ProspectSoft offer a full Quotation and Order Processing module. Quotations are created taking data directly from the accounting system, allowing a user to quickly check stock details and warehouse location. When customers accept quotations they are confirmed in to the accounts system automatically. Orders are entered in one simple step requiring no direct involvement in the accounting software.

Customer Service and Help Desk Management

Customer problems (calls or issues) can be logged against any contact or sales lead, with details about the problem type, status, and any number of other user-defined categories logged against the problem.

All problems are automatically date, time and user stamped both when they are logged, and when subsequent actions are taken. ProspectSoft CRM also allows problems to be assigned or escalated to an appropriate person or department for resolution, and can remain 'live' until closes by an authorised user.

For users solving repetitive problems, ProspectSoft's Infobase searching enables users to build a library of previously resolved support issues; accessible to any member of the organisation and can even be made available to customers through secure website portals.

Reporting and Business Management

ProspectSoft CRM provides a centralised source for all your most critical information, putting all the information you need to grow your business at your fingertips.

A fully integrated GUI (Graphical User Interface) report writer and toolkit enables ProspectSoft CRM users to sort and present information in precisely the way your business needs it; comprehensive reports can be written to analyse any data fields, using any criteria.

A wide range of pre-packaged reports are available covering key business areas, including sales lead reporting, product relationships, customer activity and much more.

Business-Wide Integration

As well as close integration with your accounting system, almost every aspect of ProspectSoft CRM can be extended to the web, allowing cutomers to purchase on-line and access specific information through secure on-line portals. See our range of Web Solutions by clicking here

Customers can place repeat purchase orders based on previous purchase history, view currently installed inventory items and contracts, log problems, and even confirm orders directly in to the accounting system. ProspectSoft CRM can also be integrated to other back office systems e.g. manufacturing management systems, warehouse management systems and many more.

For further information on ProspectSoft CRM please email or call us on 0121 7840077.