This document introduces VISION CRM & MIS, an integrated management information system with customizable modules. It offers standard modules for customer, sales, financial, project, and quality management that can be tailored to specific business needs. Data from various back-end systems and websites are linked through the system. Modules include tools for tasks, telemarketing, timesheets, membership, and more. Dashboards provide real-time reporting and KPI tracking. Case studies demonstrate implementations for associations and other organizations. Quotes from clients praise the system's functionality, customization, support, and benefits.

1. Introduction to PSP

3. Introducing VISION CRM & MIS
• Fully integrated Management
Information System gives you real time
perspective on your business
• VISION links to your back end systems
and front end website
• Modular system allows you to select
from a set of standard modules or
customise according to business
requirements
• Pay for what you need - no annual
license or user fees

4. • Suite of ‘standard modules’
• Customer, Contact & Supplier Management
• Sales, Purchasing & Financial Management
• Telemarketing & Task Management
• Time Sheet & Help Desk Management
• Membership & Event Management
• Project & Quality Management
• Build bespoke modules to suite your
business
• Dashboard Reporting: standard reports
tailored to your needs
• Customise skins and branded front end
Customisable & Bespoke Modules

5. Customer, Contact & Supplier Management Modules
• Client & Supplier records containing
• Client contact details
• Contact and appointment records
• Linked to other modules eg. Tasks,
Sales, Projects… so all activity
accessed in one place
• Email client contacts directly from
VISION using email templates
• Grid to sort and search by name,
postcode, type etc.

6. Task Management & Telemarketing Modules
• Task Management Module
• Integrate into customer contact modules
• Created automatically i.e. quote approval or
quality issue completion
• Set up to appear on individual’s dashboard
• Telemarketing module
• Cold calls management and tracking
• Automatically generates ‘call back tasks’
based on call outcome
• Telemarketing Dashboard with reporting
against KPIs e.g. New Cold Calls,
Appointments Made over a time period

7. Sales, Purchasing & Financial Modules
• Ability to
• Raise invoices against quotes
• Monitor issued quotes & quote success rate
• Convert to invoice based on built-in
templates and emailed directly from VISION
• Allows
• All spending to be tracked against suppliers
• Website sales pulled in to Finance Module
• Displayed in real-time on Finance
dashboard
• Daily or monthly reports can be exported
and printed to various formats

8. Timesheet & Helpdesk Management Module
• Timesheet Management:
• Allows you to book your time worked, including flexi-time
functionality
• Timesheet workflow between Human Resources, Managers
and Users
• Helpdesk Management:
• Automated tasks
• Automated email alerts
• Administration area for permission control
• Customisable dashboards for both modules
• Timesheet Dashboard for tracking how time is spent within
an organisation directly linked to projects if required
• Web or Windows based

9. Membership & Event Management Modules
• Front end website to back office system
integration
• Membership Management
• Member type, online registration, profile update
and renewal
• Event Management
• Event Booking, managing attendees, payments
direct website using unique APIs
• Case Study:
Created a modular CRM system for a Trade
Association to support membership and event
management

10. Project & Quality Management Modules
• Project Management Module
• Keeps you up to date at every stage of the project
during its life cycle
• Project data includes costs, delivery dates, issues raised
and document management – all in one place
• Quality Management Modules
• Quality management reporting and fault resolution
• Functions include fault logging, fault reporting, fault
resolution and management

11. Data Warehouse Module
• Integrate with third party systems to
create one single Data Warehouse
• Customisable dashboard
• Intuitive reporting providing full data
analysis in real time
• Case Study: Eminox
• Built a data warehouse and customised reports for
Eminox
• Pulls data from multiple systems (Oracle/Access)
• Drives their weekly senior management sales
meetings

12. Dashboards and Reporting Modules
• My Dashboard Preferences allow Dashboards
to be customised providing access to relevant
data on one screen
• Performance Dashboards
• Financial and sales performance
• Linked to Data Warehouse Module
• Tracking Dashboards
• Success rate of sales activity vs. quotes issued, linked to
Finance module
• Quality Issues tracked by department, individual and project
• Data presented in specified formats
• Generating reports, charts against KPIs in real-time for
management meetings

13. What Our Customers Say…
Carole Bain
Capability Development Director
Peter Ryan
Finance and Administration
Manager
Damien Roberts
IT Innovation Manager, IT
Development
Jog Lall
Sales & Marketing Director
Anthony Barber
Head of Business Development
“We wanted a more engaging website that would generate business
and add value for clients. PSP have done a great job and we now
have a very active website that is easy to use and update. Using
responsive design, our new website looks and works well on a
whole range of devices, including tablets and smartphones. Our
working relationship with PSP is excellent and they provide us with
support and advice whenever we need them.”
“fit for purpose solutions”
“identified improvement opportunities”
“valuable advice and support”
“high quality IT service”
“world class front end system for monitoring and managing
the sales performance”
“the project was well managed, on time and within budget;
with an excellent Return on Investment.”
“easy to work with”
“always delivered to budget, and on time”