About PrismCRM
PrismCRM has been developed with MDs and their management teams in mind. It’s simple to use, gives you full control of the management of all your important contacts and, because it is a hosted solution avoids the need for installing space-clogging software programmes. And it allows important information to be shared instantly.
PrismCRM offers multiple benefits to you and your business:
- Real-time access from anywhere such as your office, at home, whilst abroad on business or visiting a client/ supplier.
- Multiple users can access the system at the same time.
- One report automatically presenting your opportunities by product, by sales stage, by month, by region, by lead source, by manager and their total value.
- Customer service information for you and your company.
- Simple building and management of contact relationships for companies, divisions and indivuduals.
- Accurate tracking of contact communication.
- Efficient organisation of follow-up tasks, activities and appointments.
- Straightforward filing, storage and retrieval of contact documents within their profiles.
- Activate functional modules, such as the Calendar, or hide them if you don’t use them.
- Easy management of users access permissions.
- Quick and efficient importing and exporting of data files (.csv format).
- No costly training is required.
- Small monthly payments (from £25+vat for up to 3 users) to ease the pressure on your cash flow.
Having developed this product in-house, we can offer you some valuable additional services too:
- tailoring the system to your precise needs;
- synchronisation with other software packages, eg an email management system;
- programming of additional features and reporting functionality.
We’re also on hand to provide advice and assistance with both the set-up and ongoing use of your CRM system, to make sure you get the maximum benefit, including:
- system setup, with advice on effective category and flag settings;
- uploading and organisation of contact data;
- purchasing / collecting additional contact data;
- devising and advising on a communication strategy; and
- direct marketing campaigns, including postal and email communication.
For further information, or to discuss any of these options, please contact us.