Key
CRM Software Objectives |
| |
The company's products
range from cleaning agents and washing up liquid,
to furniture polish and toi8let paper, amounting
to around 3,000 stock items. ProspectSoft CRM is
currently deployed in telesales and is integrated
with Westbourne's accounting system which is Exchequer
Enterprise.
|
Key facts
- Industry: Suppliers of
cleaning materials
- No of staff: 30
- Accounting System: Exchequer
Enterprise
- No previous CRM software
|
|
|
|
ProspectSoft
CRM Software Solution |
| |
Priorities
for CRM Software
- Faster logging of enquiries
- Ensure follow up of sales enquiries
- Producing and tracking quotations
- Improved response to customer problems
|
|
According to the
Telesales Supervisor, the biggest benefit of ProspectSoft
CRM Software is the time it saves. Instant access
to customer records means that queries can be dealt
with immediately,
follow-ups logged for future action, then tracked
and reported by the system.
One major benefit of accounts integration is to
use product and pricing information from Exchequer
Enterprise
|
| to produce quotations for customers while
they are on the phone. |
| |
This ensures complete accuracy as re-keying of data
is eliminating. If required, written quotations can
be printed automatically, or sent by fax or e-mail.
Another is that new customers' contact details can
be entered rapidly into ProspectSoft CRM, then transferred
directly into Exchequer Enterprise when orders are
placed.
|
| |
Benefits
of ProspectSoft CRM Software Solution |
The main benefits from
implementing the ProspectSoft CRM system have been: |
| |
|
• More
time to consult and advise new customers about products
• More time to inform existing customers about new products or improvements to existing ranges
• Higher sales because of greater accuracy and faster order throughput |
| |
Following the success, Westbourne
Hygiene is adding more ProspectSoft CRM Software
modules to automate order entry and enable proactive
sales
calling,
based on customer's historic buying patterns. A future
step will be to deploy ProspectSoft CRM software's
mobile functionality
|
CRM
Software Details
- No of Sites: 1
- No of Network Users: 3
- No of Modules: 4
- Installation: 11/01
|
|
and equip field
sales people with laptops and PDAs, to enable
them to review customer information, check deliveries,
produce quotations and enter orders while on the
road. |
|
|