The document contains testimonials from various companies praising ProspectSoft CRM. The testimonials discuss how ProspectSoft CRM has increased sales revenues, turnover, and gross profit for the companies. One testimonial states ProspectSoft CRM has enabled effective management of over 10,000 customer accounts. The document also provides an overview of ProspectSoft and their CRM software, highlighting reasons to speak with ProspectSoft such as integration with accounting software and enhanced reporting capabilities.

2. Testimonials
“With ProspectSoft CRM, our organization has gained far greater operational transparency
within our sales team and as a result, has dramatically raised our sales revenues. We are
running ProspectSoft CRM with Intel Centrino mobile technology and are extremely
satisfied with the performance.” Ian Callaghan from Broxap
“ProspectSoft CRM has been a major benefit to the business. Since installing our turnover
has increased by 12.5% and gross profit by 29%. We could never return our old
methods.” Gary Nicholls form Swiftclean
“Turnover is up by nearly 50% over the last year and this is in no small part due to the
extra management control that ProspectSoft CRM gives us” Bathing Solutions
"ProspectSoft CRM has enabled our sales team of ten to successfully manage the leads
and sales opportunities across our customer database of over 10,000 customers. I have
used Oracle CRM, Sugar CRM and Siebel and it is fair to say that with the structured
assistance of the ProspectSoft Account Management team we have tailored our
ProspectSoft CRM solution so that the user experience is streets ahead of previously used
products already and I’m confident that with the ongoing support we’re getting, we’ll
achieve our strategic objectives” The Barcode Warehouse
"We could not run our business without ProspectSoft CRM" Cycling Sports Group UK
“ProspectSoft CRM has provided significant improvements throughout our company and
has resulted in a more rapid and detailed information flow. Response times to sales
enquiries, user training, support and technical issues have halved in a period when growth
has increased by 20%.” Liv Hodge from Kapitex
“I have used other CRM systems in the past, but none compare to ProspectSoft’s. My call
rate has now increased by 60% and my appointment rate has dramatically improved.”
Samantha Davies from Haines Watts

3. Who are we?
At ProspectSoft we are passionate about growing our customer’s
businesses through an unwavering focus on their needs, by
delivering CRM (Customer Relationship Management) and web
technologies that work. This brochure provides you with an
overview of ProspectSoft CRM; if you have any questions or need
any further information please visit our website
www.prospectsoft.com.
ProspectSoft CRM has been specifically designed to cover all of your business processes - from
marketing and sales - to customer service and project management. This is possible through our
unique modular system which allows for every business to have a system specific to them; but with
the exact functionality that they require. This also allows for businesses to grow their CRM system to
match the business’ changing requirements.
5 Reasons to talk to us
1) ProspectSoft CRM makes accounts information such as a customer's sales history,
products and pricing, special offers and stock levels available across your organisation,
to staff outside your accounts department. This could be your sales team, customer
services department, or even your website. ProspectSoft CRM comes with out-of-the
box integration to Sage 50, IRIS Exchequer, Access Dimensions and Pegasus Opera.
2) Unique system of replication keeps mobile workers up to date, even without an
internet connection. Sales staff on the road can view contact details, quotes and
documents, as well as sales history accurate up to their most recent replication.
3) Integration to Microsoft Office and Microsoft Outlook allows emails and relevant
documents to be stored within the system. All customer information is then stored in the
same place, eliminating 'silos' of information, and making customer data available to other
areas of your business such as your website.
4) A wide range of standard reports provide you with the business intelligence you need to
make the right decisions. On top of this, our report writing environment allows you to
create reports specific to your business that report on your particular business drivers.
5) Our range of ProspectSoft ‘Easy’ solutions make it easy to get started quickly with a small
investment and a packaged project, with fast implementation.

4. How to use this brochure
This brochure shows how ProspectSoft CRM can benefit different areas of your organisation, to help
you make more efficient, more intelligent use of customer information, and make your business
more profitable.
A full breakdown of how the CRM works – on a module by module basis – can be found at
crm.prospectsoft.com/functionality.
What is a module?
A module or component is a bundle of functionality, designed with a specific goal in mind. CRM
components are generally described as ‘modules’, while eCommerce or Web Solutions components
are referred to as ‘suites’. All components integrate to each other, and your back office accounting
system.
In each section, we have presented the recommended combination of components in a table, similar
to the one below. Some components require others before they will work (dependent components);
and we also highlight components which greatly enhance the functionality of the core module.
Core Component The module with the
core functionality
These are modules which
Dependent
are needed to run the Core
Component
Component
These are modules which
Works Great With
enhance this functionality
*Please note not all modules are covered in this brochure; please see our website for more details
Beyond... CRM
Beyond... CRM is another feature you will see throughout this brochure. These boxes highlight
ProspectSoft’s other non-CRM solutions, for example Web Solutions and Email Marketing. These
solutions fully integrate to your CRM, extending customer information to areas of your business
where it is needed most.

5. Better intelligence...
ProspectSoft CRM helps you make better use of the customer information your business already has,
and shares it across customer facing and back-office teams. Doing this allows you to improve both
the quality of marketing enquiries coming in, and improving the efficiency of converting these
enquiries into orders.
CRM can help boost your profitability – through better
qualified marketing enquiries, and better conversion of
enquiries to orders.
Different components can then:
Improve customer retention – Track customer issues and problems
Increase re-spend and referrals – Cross sell and up sell related products, targeting customers
based on what they have bought in the past
Improve the quality of enquiries coming in – comprehensive reporting of which marketing
activity has generated the results, which are your most responsive customer segments, and
which of your products are most profitable
Let’s take a closer look at how ProspectSoft CRM can help your various departments and teams...

6. How ProspectSoft CRM can help your... Marketing
ProspectSoft CRM allows you to conduct, manage and
analyse the performance of all your marketing activity in a
fast, easy to digest format. Allowing you to, view
response rates broken down into enquires, quotes, sales
order revenue and margin to quickly see which
marketing activities are generating the most leads and
earning you the most revenue, and which are not
performing.
Every aspect of your marketing activities is under your control from
creating customer lists and marketing literature to maintaining your
budget. This gives your marketing team the ability to share information with each other and the
sales team instantly and easily.
With all of your campaigns being managed entirely within the CRM system you can take advantage
of powerful reporting capabilities which can report on all aspects of your marketing, allowing for
constant improvement and development.
What modules do you need?
Campagain
Core Component Manager
Dependent Contact Document
Manager Manager
Component
Email Sales Order Sales Lead
Works Great With Marketing
Advanced
Relationships Processing Tracker
Beyond Marketing...
ProspectSoft Email Marketing allows you to send targeted and scientifically tested email
marketing campaigns. Manage every aspect of your email marketing in one place and have
all of your results and information written back in to your CRM. Never again will you be
chased by your sales team for the most up to date marketing information for their prospects!

7. How ProspectSoft CRM can help your... Sales
ProspectSoft CRM allows you to track and manage
individual sales opportunities across multiple contacts.
When a sales lead is logged, user-defined customer details
can be recorded; such as product or service type, new or
repeat business, value, time scale or source, and all
interactions with the prospect are recorded on a central
notepad.
If appropriate, leads can be traced back to the marketing activity from
which they were generated, and problems can be logged against the lead that may prevent it from
progressing.
Leads can be progressed through any number of user-defined steps before closure, and recalls can
be set for individual users who are working on the opportunity, to ensure a lead is never forgotten.
“ProspectSoft CRM has enabled our sales team of ten to successfully manage the leads and sales opportunities
across our customer database of over 10,000 customers.” - BARCODE WAREHOUSE
What modules do you need?
Sales Lead
Core Component Tracker
Dependent Contact Document
Component Manager Manager
Quotation Sales Order Products
Works Great With Engine Processing
Telephony
and Pricing
Beyond Sales...
Extend your routes to market with ProspectSoft Easy eCommerce. Get a fully integrated
eCommerce store to attract new customers and offer your existing customers an easy and
convenient way of processing regular orders. Find out more at
www.prospectsoft.com/EasyeCommerce

8. How ProspectSoft CRM can help your... Finance
Integration can be core to the success of a CRM system, and
ProspectSoft CRM integrates out-of-the-box to a range of
popular accounting packages including Sage, Access
Dimensions, Pegasus Opera and IRIS Exchequer. This two
way integration gives ProspectSoft users the ability to utilise
the valuable information stored in their accounting system,
whilst also allowing the processing of orders into the
accounts system without any rekeying.
Quick order processing directly into your accounts system is
not the only benefit of this. You will also have the
opportunity to tailor your marketing and sales practices to take
advantage of the new information at your disposal; this can range from marketing campaigns
targeting customers who have stopped buying, or giving your telesales team a quick reordering
process.
“ProspectSoft links seamlessly with our Iris Exchequer accounting package. We can now quickly and efficiently
view transactions and account balances.” - BILLERICAY FARM SERVICES
What modules do you need?
Core Component Sales Order
Processing
Dependent Component Quotation Engine Products & Pricing Sales Lead Tracker
Purchase
Works Great With Sales History eCommerce
Sales Ledger
Integration
Ledger
Integration
Purchase
History
Beyond Finance...
Integrating ProspectSoft CRM with your website allows you to extend customer data and CRM
functionality online. Using ProspectSoft Web Solutions, you can start selling online in a matter of
weeks, create customer portals offering the same customer service you offer over the phone and in
person, including problem logging/tracking, online ordering and even viewing live accounts
information. Take a look at ProspectSoft eCommerce for more information.

9. How ProspectSoft CRM can help your... Support
ProspectSoft CRM manages every aspect of your
customer service and support functions; to manage,
analyse and report on customer cases. So, whether
you need to manage a full help desk or a team of
engineers out on the road, ProspectSoft's customer
service functionality can help.
Customer service problems or issues can be logged
quickly and easily in the CRM system, with details about problem type,
status, and any number of user defined categories to help diagnose problems as quickly as possible.
Customer service functionality can be enhanced by storing records of the equipment each customer
has on their site and relating cases to the specific piece of faulty equipment.
“Customer service has been greatly improved, as has overall productivity, due to the ability of any member of
staff who answers the phone to access the system and handle any customer query quickly and effectively.”
ARCADIA COUP MERCHANDISING LTD
What modules do you need?
Problem
Core Component Tracker
Dependent Document Contact
Component Manager Manager
Problem
Infobase Sales Lead
Works Great With Analysis Telephony
Searching Tracker
Matrix
Beyond Support...
Take your support to the next level. Utilising an online help desk will allow your customers to log
problems out of hours; they can log, track and even solve their own problems with the help of
m/
the ProspectSoft Infobase. For more information go to websolutions.prospectsoft.com/online-
helpdesk.

10. How ProspectSoft CRM can help your... Management
ProspectSoft CRM allows you to report on your key
performance indicators, department by department.
ProspectSoft CRM has hundreds of standard sales,
marketing and customer service reports - and on top
of this our report writer tool allows you to create
custom reports on anything you want to measure.
This may be how many meetings the sales team
have been on - to total revenue generated - to the
average age of customer cases...
ProspectSoft CRM delivers you the information you need quickly
and easily.
“I definitely feel that many opportunities have been missed by not using ProspectSoft CRM previously. The
improvement and automating of reporting possibilities was a key step forward for our business.” -
HAINESWATTS
What modules do you need?
Standard
Core Component Reporting
Dependent Any
Component Module
Info
Works Great With Maker
Beyond Management...
Automate your reporting capabilities with the ProspectSoft Task Centre. Task Centre allows you to
get management reports sent to you automatically on a regular basis, to give you the ability to
stay up to date with every aspect of your business with no extra effort. Find out more at
www.prospectsoft.com/taskcentre

11. ProspectSoft CRM Product Packages
ProspectSoft CRM has three different packages to meet every different type of business.
What does each package offer?
Easy CRM
This package offers you a CRM system which has all of the key and most
widely used functionality. We have built this bundle of specific modules to
offer any business the starting blocks they need from CRM. This package as
with all of our Easy packages is aimed to provide a quick start which is then
fully scalable into the professional packages we offer.
Too find out more about this package please take a look at our website
http://crm.prospectsoft.com/EasyCRM or download our Easy CRM Template.
CRM Professional
ProspectSoft CRM Professional is a flexible solution aimed at providing
powerful CRM functionality at reasonable cost to growing businesses. 27
modules are available. Pricing is dependent on the number of modules and
users, as well as any additional customisations you may require.
CRM Enterprise
For customers that require up to 250 concurrent users - or more - ProspectSoft
CRM Enterprise is a highly robust solution supported by multi-way processors
and build-in disaster recovery capabilities.
More information can be found about CRM packages at crm.prospectsoft.com/pricing.

12. Extending your CRM Solution...
ProspectSoft also offer a range of web and e-marketing solutions, which fully integrate into your
CRM and accounting system, allowing you to extend your customer information to more areas of
your business.
Email Marketing
ProspectSoft Email Marketing allows you to create and
send personalised email marketing campaigns from
within ProspectSoft CRM. You can track every aspect of
your email marketing success - from how many emails
reached the recipient, to how many people then clicked
on a link in that email and performed an action
valuable to your business on your website.
By integrating your CRM and Email Marketing you open up a world of
opportunity; from sales people being able to see what emails a prospect has responded to, to the
marketing department being able to scientifically test, improve and automate their email activities
all from within the ProspectSoft CRM system.
To find out how this could help your business visit:
www.prospectsoft.com/emailmarketing
eCommerce and Web solutions
Our web solutions extend all your CRM functionality
and information to your website, and offer your
customers another level of service so you can:
- Sell your products through a CRM-
integrated online store
- Allow your customers to log, track and solve problems online, easing the pressure on your
support team and allowing 24/7 problem logging.
- Give your customers access to a private online portal allowing them to take advantage of
information specific to them; for example special pricing, paying on account, viewing past
orders and accounts history and even editing their profiles and details.
Find out about these features and more visit our website at:
www.prospectsoft.com/websolutions

13. If you have any questions or would like any more information please contact us by email or give us a
call and speak with one of our expert consultants to discuss your specific requirements.
Call us...
Sales: +44(0) 1494 486 301
Support : +44(0) 1494 486 302
Reception: +44(0) 1494 486 300
Availability and operation hours:
Monday to Friday: 8.30am-5.00pm
Write to us...
ProspectSoft UK Head Office
Dovetail House
Wycombe Road
Stokenchurch
HP14 3RQ
Visit us... Get directions.
Email me...
Sales Enquiries: Sales@prospectsoft.com
Customer Support: Support@prospectsoft.com
General Enquiries: Info@prospectsoft.com