Key
CRM Software Objectives |
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The company deals
mainly with wholesalers in New Zealand and with suppliers
all over southeast and east Asia, supplying and buying
shrimps, prawns, shellfish and "finger food".
Rapid growth since its foundation in 1993 brought
severe
challenges in managing customer and supplier records
effectively, which were held in a mixture of accounting
system ledgers, Microsoft Outlook™ and hard-copy
files.
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Key facts
- Industry: Suppliers of
seafood Products
- No of staff: 4
- Accounting System: Exchequer
Enterprise
- No previous CRM software
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ProspectSoft
CRM Software Solution |
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Priorities
for CRM Software
- Close Integration with Exchequer Enterprise
and Microsoft Office™ Products
- Mobile access to customer and supplier
records and documents
- Integration with telephone system to manage
heavy international traffic
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Two Key personnel
travel regularly overseas, adding to the problems
of maintaining and accessing
customer and supplier information to manage sales
and purchase activities more effectively, Kingfisher
Products Ltd installed a 10 modules ProspectSoft
CRM system, which included Document Manager and Telephony
Integration modules. The main reasons for implementing
ProspectSoft CRM were: |
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• The system's tight integration with Exchequer Enterprise sales and purchase ledgers, stock and price files and SOP
• Simple generation and storage of quotations and other documents
• Instant access to customer and supplier records and documents by office and mobile users
• Telephony integration
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Benefits
of Implementing CRM Software |
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• Customer and Supplier records are now stored electronically, so are easily accessed and kept up to date
• Exchequer data and functions can also be accessed through the CRM software system
• Easy access to ProspectSoft CRM data by mobile users overseas saves significant time and costs and helps customer and supplier relations
• Telephony integration saves considerable time and effort |
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Greg Moore, Kingfisher's Sales
Director, says: "Being able to access current
data from laptops while with a customer or supplier
overseas
has been an exceptional and invaluable benefit. Having
most documents filed electronically in one central
source has given us considerable time and cost savings."
In the near future Kingfisher
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CRM
Software Details
- No of Sites: 1
- No of Network Users: 3
- No of Mobile Users: 2
- No of Modules: 10
- Installation: 06/03
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wants to make even more use of ProspectSoft
CRM Software's detailed reporting and analysis capabilities. |
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