eXtreme
Mobility - improves efficiency in the office |
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Sales
office or support staffs are in contact with
customers every day by telephone, mail or email,
and they
write down or e-mail follow-up actions and
file them.
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Are
notes always legible, sent to the right person instantly
and filed correctly?
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Internal
sales or support staff work from a daily customer recall
list or task sheet |
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Are
lists and tasks always current; are customer records
easy to find and up-to-date?
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| Office
staff obtain product and price data from the accounts
system and use these to produce quotations for customers |
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Are
product and price details always transcribed without
errors and are quotations always filed correctly?
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| Field
sales people call the office regularly for customer,
stock or price information |
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How
much does this impact office staff and is accurate
information always supplied?
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| Sales
people pass instructions to office staff to send quotations
or enter customer orders |
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Are
instructions always legible and sent to the right
person instantly?
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Are
orders always accurate?
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| A
customer’s or a supplier’s contact details
change |
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Are
amendments to the sales or purchase ledger immediate
and accurate?
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| How
many of these activities and questions relate to your
business? The questions have one thing in common. If
not addressed effectively, they will have a serious
negative impact on dealings with your customers and
consequently on your profitability. |
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The
ProspectSoft Customer Relationship Management |
Suite
resolves all of these issues. Through close integration
with your accounting system and, with
eXtreme Mobility, to assist office and filed
staff, it means that: |
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• All customer contacts - by phone, e-mail, fax or letter - about any issues, are initiated and logged on the system and follow-ups are assigned automatically
• ProspectSoft
CRM generates “to-do” lists for individual
staff in the office or on the road, which are updated
continuously
• Through seamless integration with most leading accounting systems: |
- Stock and price details
are accessible through ProspectSoft CRM, so
that all users can see stock
levels and prices
directly
- Office or field staff
can generate quotations in ProspectSoft
CRM, using stock and price information
and your own Word or Excel document templates
- ProspectSoft CRM quotations
can be converted to sales orders on demand,
or orders can be entered
directly
by office or field staff, for processing
by the accounting system
- Customer or supplier
contact details are maintained automatically
between the accounting system and
ProspectSoft CRM Software
|
With
ProspectSoft CRM, the efficiency of field and office
staff can be increased dramatically, resulting in a
positive impact on both customer satisfaction and company
profitability. |
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