| Key
CRM Software Objectives |
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As KV2 Audio UK's
sales staff are not office-based, they needed to
access and share customer information with the office
and each other. In January 2003 an 8 module ProspectSoft
CRM system was installed on a server in the company's
IT supplier Ranmor, with a broadband connection to
the three sales people's homes.
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Key facts
- Industry: Audio Equipment
& Systems
- Accounting System: Pegasus
Opera II
- Previous CRM System: ACT
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| The main reason for installing ProspectSoft
CRM Software were: |
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Priorities
for CRM Software
- Close Integration with Pegasus Opera
II
- Field based users can access customer
information on the road
- Log and track all sales opportunities
and customer support issues
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• ProspectSoft CRM Software manages the complete sales cycle from initial enquiry to delivery and installation,
including any customer issues pre and post-sale.
• The CRM system integrates fully with Pegasus Opera II sales ledger, stock and SOP
• Customer quotations can be produced in the office or in the field and converted automatically into sales orders in opera
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| Benefits
of ProspectSoft CRM Software Solution |
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• Sales people, using laptops or GPRS mobile phones, can assess customer data from Opera II through ProspectSoft CRM Software at home or on the road
• Visit reports, documents and quotes can be replicated to and from head office and field staff automatically, rapidly and with full security
• Feedback to R & D
and manufacturing through ProspectSoft CRM's reporting tools ensures
continuous product enhancements. |
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Jonathan Reece,
Managing Director of KV2 audio says: "We have
used different CRM systems in the past and ProspectSoft
is both user friendly and powerful. Its ability to
store documents and quotations for access by
all remote users is a plus point. ......
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CRM
Software Details
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No of Mobile
Users: 3
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No of Modules: 8
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Installation: 01/03
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I
can already see efficiencies resulting from availability
of accurate, up-to-date information." |
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