HBP Systems Supply & Install Customer Relationship Management (CRM) Software

Customer Relationship Management software is recognised by many ambitious growing companies as a vital business tool which, at its most basic level, is used for managing contact with customers and potential customers.

By managing and recording the activity that takes place from your marketing and sales team you will be able to spot trends and successes, as well as identifying failures, in order to focus on the most productive campaigns that will ensure that your sales pipeline is constantly flowing. Furthermore, a CRM solution can record details of contact with your own customers, including helpdesk calls, documents sent by post, email or fax as well as any outgoing phone calls made.

By controlling and recording this valuable information you will not only be able to increase the number of enquiries you receive (and improve the conversion rate of those enquires) but also keep hold of your customers for longer.

ProspectSoft CRM

ProspectSoft is a modular CRM package which allows you to customise your own solution to deal with the way in which your business operates. With functionality such as Business-To-Business or Business-To-Consumer Contact Management (or even a mixture of both) you will be able to stay in touch with the correct people, and with Document Manager record all of the files that are sent to and from them. With further options, such as Telephony Integration and Campaign Manager you can truly customise the software to make sure it does everything you need it to.

Full integration to accounts software, such as IRIS Exchequer, Pegasus Opera II, Access and Sage Line 50, all allow for complete visibility through the sales pipeline. By allowing your sales and marketing team to see, edit and create orders you will cut down on paperwork and the staff time required when selling your products. Each user has their own pre-set permissions so you can allow them to see the information they need to do their job as efficiently as possible, without compromising the security of your data.

ProspectSoft CRM also features eXtreme Mobility, which allows for the software to be used out of the office, on a laptop, PDA or other mobile device. This not only allows remote workers to update the CRM system, but also allows orders to be updated by a sales person on a mobile device wherever they are.

ProspectSoft Modules include:

• Business-to-Business or Business-to-Consumer Contact Manager
• Document Manager
• Telephony Integration
• Campaign Manager
• Sales Lead Tracker
• Sales Ledger Integration
• Sales History
• Products and Pricing

If you would like to read more about ProspectSoft CRM, visit our ProspectSoft CRM site at:

www.prospectsoft-reseller.co.uk

Sage 200 CRM

Sage 200 CRM is part of the Sage 200 Suite, although it is also available as a stand alone CRM application that can help you manage contacts and marketing activity through a web based application.

The system provides details of sales, marketing and customer care activity and has full integration to the Financials and Commercials modules of Sage 200. It’s easy to use and allows you start building important relationships with both your existing customers and your potential customers as well as recording, and then improving the way in which your target those potential customers.

Sage 200 CRM is an internet based CRM solution which means that all you need to access it is an internet connection and your password. This means you can use it wherever you are in the world. Furthermore, as a back up, if your connection is down, you can still use the robust replication and syncronisation solution for full offline access.

Your marketing team will be able to target the right customers and prospects, and your sales team with have complete control of your sale pipeline, allowing them to manage, forecast and report on all of your sales opportunities. What’s more, real time access to customer data, such as call history, emails and documents sent / received will help your support and customer care teams deal with every problem as effectively as possible.