Key
CRM Software Objectives |
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• To enable anyone in Arcadia to respond sensibly to customer queries
• Replace complex customer quotations based on Excel spreadsheets, then to transfer quotations into sales orders rapidly and accurately
• Manage client projects which can run for up to 5 years.
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Key facts
- Industry: Corporate Promotion
Products
- No of staff: 18
- Accounting System: Pegasus
Opera II
- No previous CRM software
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ProspectSoft
CRM Software Solution |
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Priorities
for CRM Software
- Enables anyone to respond sensibly
to customer telephone queries.
- Rapid, accurate quote generation,
sales order processing and invoicing.
- Close integration with Pegasus Opera
II
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• All ProspectSoft CRM Software users can deal with any customer query because of instant access to details of phone calls, correspondence, quotations or orders.
• Customer quotations are turned
round in hours rather than days.
• Transcription errors have
fallen
steeply and efficiency
has improved through automatic conversion
of ProspectSoft quotations into
orders in Opera SOP.
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• CRM
Software users can access all Opera II Sales Ledger
transactions and the notepad
• Recording the source of each enquiry in ProspectSoft CRM Solution provides detailed analysis of results of marketing activities
• Complex or lengthy sales processes are easily managed
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In addition, 7 people
market the business through mailers, catalogues and
the website.They target
new accounts by visiting trade shows and by tracking
which companies are spending on merchandising products.
These activities are all managed through ProspectSoft
CRM Software.
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Benefits
of ProspectSoft CRM Software Solution |
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According
to managing director, Jason Markwick, "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 quick and effectively."
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CRM
Software Details
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No of Sites: 1
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No of Mobile
Users: 10
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No of Modules: 8
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Installation: Mid
2004
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Arcadia
plans further integration with Opera II, particularly
purchase Ledger, to record and track supplier quotations
and orders, then to relate them to quotations for
Arcadia's customers. |
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