Contact Management
This page explains how ProspectSoft CRM allows you to manage your contacts and documents, and how this improves efficiency and cohesiveness.
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ProspectSoft CRM allows you to manage contacts through a simple, easy-to- use interface in a secure SQL database. All activities in the system can then be tracked, allowing you to report on a wide range of metrics, for example number of calls made by the sales team.
ProspectSoft CRM also allows you to quickly and easily save emails and documents in the system allowing everyone in the business to gain access to the information they need.
Contact Management
ProspectSoft can store an unlimited amount of information in the CRM system; from simple details like name and phone number to more complex information about specific preferences and job roles. The system also logs every individual interaction with a contact, providing a complete history of previous conversations and interactions.
A wide range of both standard and user-defined information can be stored against a contact, with real time management of in and out-bound calls from within the CRM system.
All data is fully available to users out of the office, via ProspectSoft's unique replication system.
Full contact details are stored against the contact, along with a full log of contact interactions
Advanced Contact Management
While traditionally in a CRM system contacts will be related to a particular company in the database, there will often be situations when contacts of different types and companies will be involved in the same opportunity.ProspectSoft CRM allows you to manage all the different relationships related to a project. At its simplest, the system allows you to relate anything in the database to anything else, be it a contact, company, lead, customer service problem, quote etc.
The screenshot below shows a sales lead in the system, with various other parties involved including a consultant, a contractor, and the equipment manufacturer. All of these relationships can be clearly seen by all users of the system.
Any number and type of advanced relationships can be set up
Activity Tracking
All interactions in the system are logged in the database allowing activities to be tracked. For telemarketing teams for example, the volume and type of telemarketing calls can be reported on, as well as the number and type of leads and/or sales generated by each user.
Call activity by user
Automatic Alerting
In order to make the right business decisions quickly, the ProspectSoft TaskCentre can be set up to provide automatic alerts via either SMS or email, with an unlimited amount of customisable information.
In addition to these capabilities, advanced business alerts can also trigger off other more sophisticated workflow processes that follow your unique business roles and procedures.
Read more about Automatic Alerts
Online Document Sharing
When combined with ProspectSoft's Web Solutions, documents can be shared online through secure online portals - often proving customers or suppliers with access to important documents. This way, documents are still stored within the CRM system, but access to these documents is not limited to ProspectSoft CRM users.
To find out more visit the ProspectSoft Web Solutions site.
To find out more about Contact Management and request a demonstration, call 01494 486301.
Further Details
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If you have any questions either call us directly on 01494 486301 or email sales@prospectsoft.com.
