CRM – Sales & Marketing

Ensure your sales and marketing teams’ energies are invested for maximum return. ProspectSoft CRM integrates with your accounting system to support your marketers in finding and targeting prospects and effective campaign management. Your sales teams receive every assistance in lead management to bring the sale to a successful conclusion more quickly.

Manage your sales cycle from start to finish

• All customer-facing teams have direct and instant access to critical information on stock levels, prices and discounts, including product discount matrices where applicable.
• Telesales software gives your agents instant information on the customer and your products to cross-sell and up-sell.
• Proposals generated can be simply converted into sales orders and processed by Exchequer.
• Sales consultants are empowered through CRM to manage their opportunities and pipeline, schedule calls, set reminders, easily and efficiently create quotes.
• A dashboard prompts sales consultants with reminders, overdue items, issues for escalation… whether related to quotes, calls or customer service issues.
• The interactive system empowers sales managers to maintain tighter control in tracking the sales pipeline.
• Helps to identify and eliminate obstacles to successfully closing sales opportunities.

Make your marketing budget work harder

• Profile individuals or groups for targeted marketing.
• Strengthen customer relationships with a personalised approach to marketing that focuses on their needs.
• Draw on a store of information to identify the campaigns that achieve greatest success with your target audience.
• Integrated TAPI (telephony application programming interface) enhances telesales efficiencies – just click to call, saving time and ensuring there are no wrong numbers.
• Easily create call lists, assign campaigns to staff members and report on daily activities.
• Analyse ROI on campaigns on a cost-per-lead basis and track targets against individual campaigns and sales consultants.
• Measure and report on what matters most to you through customised reports.
• Target your future marketing spend to generate better opportunities and return on investment.
• Website integration seamlessly integrates your online and offline marketing, so that you can track marketing activities through to your website, allowing you to see which leads have come from your mailers and eshots.
• Integration to Google Analytics can provide a full break down of online traffic sources including search traffic, pay per click, referring sites and direct traffic.
• Email marketing – create and send personalised email marketing campaigns from within CRM, with the ability to track every aspect of your email marketing success, from how many emails reached the recipient to measuring clicks on a link.