Version Information
Several mini scenario demonstrations were provided by some of the key ProspectSoft team members including MD Andrew Ardron and Sales Director Stuart McLaren.
ProspectSoft CRM 6.02.002 is now available. Having listened to customer feedback this version addresses introduces some efficiencies and addresses some of the users frustrations. New features include the ability to search for existing database records that are near a postcode, clickable URLs from within reports, adding an individual to a campaign from the contact record screen, the option to cancel quotes or orders and then re-open, plus much much more.
It was announced that 6.03.000 is in QA testing and will be released later in the year. Following is a mini list to provide you with a sneak preview of what is on the way. The VAT calculator is being re-written so that quotes can be built faster, a ‘recent objects’ feature is being introduced similar to ‘Recent Documents’ that is available in Microsoft Word, the Save to CRM feature is becoming more ‘intelligent’ so that is only requires 2 or 3 clicks and is able to make certain assumptions about what the user wishes to do and the telephony integration module will now sit in the Windows system tray rather than embedded in ProspectSoft.
Having the Telephony sitting outside of the CRM does offer significant benefit. For instance, you could be working in MS Word or MS Outlook and when someone phones in their CRM record pops up on your screen. Imagine being able to say Good Morning Mr Jones thank you for calling Atlas!
The Content Management Solution is now up to version 3.0. The latest enhancements include a new easy to navigate menu structure and a re-write of some of the core code that in bench tests resulted in pages loading at least 25% quicker.
Webinars
There is going to be a series of customer webinars available during May and June. These will offer plenty of hints and tips on back to basics core functionality, marketing, sales management and after sales. We will inform you of the dates as soon as they have been fixed. Watch this space.
New Director
From all at Atlas a big congratulations goes out to Jon Brewer, who has been promoted and is now ProspectSoft’s Client Services Director. Jon has worked at ProspectSoft for many years and is a popular figure at customer events. Jon is very experienced in the subject of CRM and has extensive product knowledge, we know he will make some valuable contributions and improvements to the helpdesk team as well as assist existing customers with any new requirements they may have.
Awards
Last year ProspectSoft won “Best Small or Medium Sized Enterprise” at the “Rate my Placement” awards and this year they made it to the final four shortlist but were pipped at the post. However Vicki Watmough their Sales and Marketing assistance did scoop the award for graduate placement company of the year for “best Student contribution”. ProspectSoft has since offered Vicki the job as Partner Liaison and she has accepted and will join full time once she has completed her degree in July.
Focussed Efforts
Having spent the last six months working hard on e-commerce, content management and email marketing, ProspectSoft and us Partners will be concentrating our efforts during quarter two back on the core topic of CRM. In particular we’ll be looking at tracking and recording all company communications, pro-actively shrinking the sales cycle, and reporting.
Performance
This Q2 meeting announced that last year was another record achieving year with ProspectSoft continuing to grow from strength to strength. Also Q1 had outperformed the same three months for last year so this year was already off to a good start. ProspectSoft only sell via Partners and therefore Managing Director Andrew Ardron thanked us all for our efforts, and then in his very next breath announced that our targets for next year were being increased significantly! He accounted the success to the roaring trade in web solutions and eCommerce.
If you would like to discuss your CRM requirements or learn more about the ProspectSoft CRM offering please do not hesitate to contact our sales team on 0333 666 3330 or email us at newsletter@atlasbiz.com.
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