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Sales Management (CRM)

Publisher::CRM Sales Team Management and Work Flow

Stay in control of your sales leads

The complete Contact Manager for Publishers.

Publisher::CRM keeps all of your contacts and orders in one place with the CRM designed to meet the requirements of the busy publishing sales office. Embedded support for Print, Digital and Events with pipeline prospecting and electronic sales order signatures.

In-built support for Production and Accounting roles, as well as Email Broadcasting increase productivity, streamline your work-flow and raise profits.

Provided under subscription as Cloud Software, your sales contacts can be available 24 hours a day, 365 days a week to any of your unlimited users.


Collaboration right from day one

Helping all your teams work together

With a complete Single Customer View of your sales client, put your team in total control of the sales process. Complete historical records of conversations, notes and orders are available within the view. Your Sales team will never miss an important client interaction by scheduling in action and receiving reminders. The ability to track sales orders through the sales pipeline process ensures that potential orders are never lost or forgotten ensuring you keep revenue as high as possible. Electronic Order Confirmations are automatically generated and sent to a client to approve. The approval process takes place electronically, ensuring that there is no disagreement at invoice time.

Your production department utilises the same orders as entered by the Sales Team meaning you can be sure that all orders placed will be completed. Colour coded intelligent copy chasing provides an instant visual view of the production status. Confirmation of products completed ensures that Accounts only invoice exactly what should be.

Your accounts department will benefit from the structured flow through Sales and Production allowing easy raising and checking of invoices before creation. Invoices generated can be emailed directly from Publisher::CRM as a customised PDF, or uploaded to leading cloud based Accounts Packages such as Xero, Kashflow and Clearbooks reducing the risk of mis-entered data. Accounts can decide when an account is a bad risk and update status flags accordingly to warn, or prevent Sales Orders from being accepted from specific clients.

With a system this powerful you need to be in control. Management options provide a intricate security system allowing you to decide what information different people can access and update. Reporting and analysis available show who is performing well, how close to targets each product and Sales member are, plus many more options.


Primary Features

Single Customer View provides all of the information required to negotiate and persuade clients that they should be investing in your products.
Integrated into Content and Audience systems to further improve your organisations work-flow and provide the Sales Team with additional business intelligence.
Manage the full life-cycle of a sale from initial discussions right through to invoicing passing through all relevant departments on the way.
Inbuilt Email Broadcasting system makes the targeting and transmission of sales and production emails a breeze, with full statistical analysis on completion.
Quick entry series bookings. Quickly and easily enter series bookings via the intuitive Sales Order Interface.
Unlimited data size means that you never need to upgrade your plan whatever you launch in the future: Print, Digital or Events.
Customisable Sales Dashboard provides the information you quick views of your sales position - globally for management, personally for standard users.
A massive configuration and option section lets you control the way that the system works for you. Don't fit the software, make the software fit you.
Powerful extraction tools allow you to precisely target clients to meet the needs of your offer. See better returns to your marketing budgets.
Colour coded intelligent copy chasing with automated email chasing streamlines your copy chasing workflow saving time and money.
Accounting support for raising invoices, producing invoices and credit control functions. Account Packages interfaces.
Built in the UK, and supported in the UK. Continually enhancing the software for your benefit in a format that suits the UK market.