Use the CRM module to communicate with your customers more effectively.
Identify new opportunities, spot trends, save time, reduce costs and ultimately sell smarter and work more efficiently.
CRM Marketing Key Benefits
Seize the potential of your customer/prospect data
Take advantage of Proteans full customer, prospect and enquiry CMMS software that can assist you in marketing and selling your products and/or services.
Develop a powerful database of prospective customers
Use key information stored in our CMMS for follow-ups. For example, know:
What types of equipment the customer uses.
When equipment is next due for replacement.
Who a customer’s current provider is.
Dates for contract renewals.
Protean CMMS software allows you to easily create and automate lead generation and nurturing campaigns
Create automatic mailshots/e-mail campaigns based on criteria of your choosing.
Send e-mails from your CMMS database through Outlook.
Import databases of prospective customers simply, at the click of a button.
Schedule automatic follow up tasks.
Set task management activities and reminders easily
Use the information for telemarketing, field sales and sales management.
Move prospects efficiently through the buy cycle
You are able to easily convert:
Prospects to customer accounts.
Quotes to sales orders, jobs or hire contracts.
Build and maintain customer relationships
Enhance your customers’ experience by making communications personal and proactive.
Gain access to instant visibility of prospect history, including direct access to historic correspondence.
Be in full control of your sales pipeline
Get access to all the information you need to monitor, forecast and plan your sales campaigns.
Organise your contact strategy and ensure every lead is followed up.
Categorise sales opportunities by (for example):
Likely decision dates.
Protean Software FAQs
Is training available?
Choose from a range of training options including on-site, classroom and virtual. Elsewhere take advantage of an integrated help system that provides step by step ‘how to’ topics and pop-up help boxes for every field and command button on every screen.
What reports are available?
Easy to reach and easy to read management information is provided by 300 standard reports, providing you with the up-to-date information you need to make informed decisions.
What are the technical specifications?
The Protean desktop client runs on Windows 7/8/8.1 and Windows 10 Professional and Enterprise editions. On the server side, Protean requires Windows Server 2008 or later and SQL Server 2008 R2 or later. Terminal Services and Citrix are also supported.
Does Protean integrate with other software?
Protean is ODBC compliant (running on the industry standard Microsoft SQL Server database platform). This means your data can be seamlessly used for analysis/reporting in Microsoft Excel/Access, Crystal Reports, etc.
Protean integrates with a variety of accounting systems including Sage 50, Sage 200, Pegasus Opera and QuickBooks. Transactions in Protean generate automatic updates into accounts system ledgers (sales, purchase and nominal).
Download the datasheets for all the modules including the CRM Module.