Full account information
Past customer communications
Credit & payment history
Bespoke customer pricing
Customers' sales history & profit generated
Quickly spot sales leakage
"The reporting features have greatly improved the efficiency of our work... it's much easier to track customer trends"
Pricing Analyst
Gibb Tools
"We use [OGL Software] to look closely at our customers & what their product spend is, what they are buying & what they would buy"
James Elliott, Director
deligo
"Profit4 provides us with powerful information, all in one place. It connects all areas of our business to make it more foolproof"
James Anderson, Director
Anderson Electrical Ltd.
360-degree visiblility of your customer or prospect
Profit4's CRM software enables you to quickly access a customer or prospect's profile in one dashboard, with key information immediately available:
No clunky bolt-ons required
With full visibility of your customer's sales data you can quickly spot any unusual sales decreases - perhaps due to a customer switching to a competitor - so you can quickly take action.
The data is auto-presented in a visual bar graph so you don't need to spend unnecessary time trying to interpret a high volume of sales figures.
The graphs also enable you to drill down to the product type or even individual product level - so you can easily spot if it's a certain product that perhaps your customer is buying elsewhere.
Take advantage of Profit4's open quote reminders
Profit4 enables you to save a customer's open, closed and converted quotes in one place so you have full visibility.
To help you convert more quotes you can also create automated open quote follow-up reminders - which can be tailored to your customer or industry needs. You can also prioritise quotes according to value.
So you can track progress Profit4 also provides a dashboard with reporting and analysis on your lost and won quote ratios.
Send your customers tailored emails with cross-sells or up-sells based on their buying history via Profit4.
So if a group of customers is buying X but is likely to be interested in Y, you can quickly send all these customers an email promoting this product/s.
Profit4's CRM software enables you to add potential customers who haven't purchased from you yet to the system. This enables you to:
...therefore increasing the chances that they'll purchase from you in the future.
View in one dashboard an individual customer's:
You can set up tasks for a range of customer activities within Profit4 - including sending samples, making sales calls and site visits.
These are visible within the customer's dashboard to all users. This is beneficial because it ensures good relations, so you don't have someone from finance chasing an invoice in the morning and then someone making a sales call in the afternoon.
Profit4's CRM software enables you to store all your documents relating to a customer in one place, so everything is trackable and easily found.
Profit4 enables you to send customer emails via the system, so it automatically keeps a record of your communications.
There is also the option to make notes on customer phone calls.
With Profit4's customisable dashboards, you can keep a track of your most profitable customers.
Profit4 will include data from all sales channels including your online channels and your trade counter so you have complete visibility of a customer's sales history and can be confident in its accuracy.
If you're visiting a customer or working from home, having access to a customer's history can be key.
You can access Profit4 via your internet browser from any location, just as you would in the office.
Customer relationship management software, also known as CRM software, is a system that allows you to manage relationships with customers and potential prospects.
Whereas you may have previously kept customer or prospect data in spreadsheets and across different systems, a CRM will consolidate everything - so you can easily manage and view all customer sales history, credit terms, quotes, invoices, contact details, communications and documentation in one place.
It is a key contributor to building customer relationships, brand loyalty and increasing sales.
We provide UK businesses with the software to help you succeed
UK-based HQ & support
Established in 1976
1,000's of UK users
A focus on helping you grow
Full implementation & ongoing support
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