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ProspectSoft CRM
Customer Relationship Management Solutions (CRM) from ProspectSoft Ltd provided by Keysolve offer market leading flexibility, integration and mobility.
No two businesses are alike, and selecting the right CRM solution can be tricky. Offering a powerful CRM system with flexible mobile computing, a variety of modules and seamless Accounts Software Integration; ProspectSoft has the ability to meet your specification whether you are a large or small organisation.
To see how businesses like yours have benefited from ProspectSoft CRM why not contact Keysolve for a range of case studies.
Accounts integration can benefit your business in the following ways:
Sales Ledger Integration
Sales ledger integration allows contact details from the Sales Ledger to be imported into ProspectSoft CRM forming the primary ProspectSoft CRM database.
Customer details such as address and telephone number are automatically maintained across both systems though new sales ledgers may be created within ProspectSoft CRM.
Access to this information is provided in real time for network users and through regular updates provided through replication.
Purchase Ledger Integration
ProspectSoft CRM users can quickly and easily access key purchase ledger information, drill down to individual invoices, and create new purchase ledger accounts from within ProspectSoft CRM.
Network users view ledger information in real time, while remote users have access through frequent updates provided through replication.
Products and Pricing
Stock and price details are updated to ProspectSoft CRM, and with direct access to accounts system data users can confirm stock levels, and prices, along with discounts. Quotations can be created in ProspectSoft CRM, via stock and price information from the accounting software.
Sales Order Processing
Quotations can be prepared within ProspectSoft CRM and automatically converted into orders for processing in the accounting system’s Sales Order Processor. The mistakes that can occur in re-entering information are therefore eliminated through the simple one step process.
To learn more about accounts integration why not order ProspectSoft’s FREE white paper “Unleash the Secret of CRM and Accounts Integration”. This white paper goes into detail on why accounts integration is often a key element of a CRM project, and how such integration can both reduce costs and increase sales. |