Pronto CRM App

Applications Overview

Sales App

CRM

Part of the CRM Application

1

Trademarks Pronto Software, Pronto, Pronto Xi, the Pronto interrobang logo, the P interrobang logo, Pronto Woven, Pronto iQ and Pronto Cloud are all registered trademarks of Pronto Software Limited.

All other marks are the property of their respective owners.

Copyright © 2022 Pronto Software Limited (ABN 47001337248).

Disclaimer

Applications Overview

This document contains statements related to our current and future developments that may constitute forward-looking statements.

They are subject to changes and may be available in a Pronto Xi 760 service pack or future release of Pronto Xi.

2

All diagrams, drawings, product screenshots and any other types of visualisations in this document, use demo or synthetic data created for display purposes only.

Contents CRM

Pronto Sales App

5

Work from anywhere Deep customer insight Product Information, Search and Filter features Representatives’ Dashboard Put your orders together quickly Order history Deal management Focused activities Get a 360-degree view of your deals Track sales engagement

6 6 6 7 7 7 8 9 9 10

4

Applications Overview

Pronto Sales App A good business relationship is based on open communication and ready responsiveness. Equipping your staff while they are on the road with a sales application that provides easy access to customer intelligence, real time product and Customer Relationship Management (CRM) data is then essential.

Through its advanced businessto-business capability, it is easy to enter sales orders or quotations that adhere to business standards and controls such as credit limits, product restrictions and customer specific pricing. Sales professionals can apply their own company approved price overrides to get a deal over the line as well as review outstanding orders and balances to deliver a well-rounded and more informed service to their clients.

Pronto Sales App also allows your representatives to process sales and take payment for any deals they have on the spot by supporting full shopping cart and payment gateway features.

Representatives can link their in-progress sales orders to deals in their pipeline as well, to arm them with all the information they need to make informed decisions towards meeting their sales objectives.

Representatives also have access to dashboards to make it easier to track their progress by gaining a quick understanding of their top clients, products and prior sales.

Pronto Sales App is an innovative, intuitive solution that is accessed via a responsive web-based portal, making it easy to deploy and use.

CRM

Pronto Sales App is the ultimate companion for sales professionals on the move. With seamless integration to Pronto Xi CRM, it offers a complete customer profile view with access to sites, contacts, transactions, client attributes and the ability to maintain scheduled and ad hoc activities on the road. The system’s powerful features help to improve your deal responsiveness and empowers your representatives to engage in price negotiation so that your sale teams stand out from the pack with quality customer service.

Always open, always closing

5

Pronto Sales App

Work from anywhere With a mobile-first responsive design sales representatives can have all the functionalities of a sales CRM at their fingertips on their smartphone and can manage everything on the go. All the details they need to know about their activities, contacts, accounts and deals is just a tap away. Stay up-todate on their deal’s details before they step into a sales call. After their meeting, they can schedule follow-up activities and update details even as they walk into their next appointment. With a familiar interface on any device with a browser, they can keep moving and never miss a sales step.

Deep customer insight

Applications Overview

Effective deal management starts with knowing your customers.

A good sales CRM tells you everything you need to know about your leads, opportunities, accounts and contacts. With Pronto CRM App, capture personal and conversational aspects of a contact or account interested in your products, and create deals that can be tracked meticulously through your pipeline. Gain complete details about your customers and the activities or appointments scheduled via your timeline view for data to create and fill your pipeline and increase your conversions.

6

Product Information, Search and Filter features As you expand, the number of products grow with you. It can be difficult for representatives to know which products are suitable for their clients as well as become inconvenient for the business to manage all inventory information in silos. With real-time inventory synchronisation with Pronto Xi including stock levels and pricing, your representatives can get all the key promotional, technical and marketing information in a timely manner and find what they are looking for with our intuitive product search tools. This means your representatives are guiding your customers with up-to-date product information and ensures their interactions are consistent throughout every touchpoint within the business.

Representatives’ Dashboard At a glimpse, view all you need to know about your progress by visiting the Dashboard.

Gain a comprehensive overview of the organisation’s health by analysing your best customers, products, representatives and their activities, recent sales and other critical data, in one place.

With multiple reports on a single screen, discover insights and chart progress towards your goals.

Order history With full visibility into a customer’s past order history, your representatives can facilitate better conversations that lead to repeat purchases as well as gain insights into fluctuations with order quantities. With account ageing information readily available at hand, your representatives can ensure that they have a glimpse of unpaid invoices or unused credits that customers need to address.

Put your orders together quickly

CRM

To allow your representatives to focus on creating relationships, Pronto CRM App incorporates tools to quickly create orders based on item codes rather than the usual approach of keying in search terms.

They can even create template orders that can be client or task specific which they can work through and either order as is, or simply adjust the quantities for their client. This way, their regular customers’ orders become easy to handle.

7

Pronto Sales App

Deal management Gain total visibility into your pipeline as all deals can be managed in one view, with the ability to drag-anddrop your leads or opportunities between different stages of your sales funnel. Having a clear overview of all deals can improve strategic decision-making and the quality of engagements.

The pipeline focuses your representative’s efforts on the pipeline activities providing a clear visual of their current status, and what they need to do next.

Considering the pipeline is their starting point, it keeps their actions organised and in line with overall business objectives.

Applications Overview

Track all your leads and opportunities meticulously throughout one interactive sales pipeline.

8

Representatives can schedule activities and attach them to deals in their pipeline to see their entire to-do list on one, easyto-navigate page. Activities can also be assigned to a contact or account based on your business preferences, meaning representatives will never miss a follow-up task.

Get a 360-degree view of your deals Contacts and product information can be added directly to opportunities to create one informative view of a deal. Sales team members can also quickly assess the health of a pipeline and apply filters to access in-depth pipeline analysis, helping them stay on top of sales performance.

CRM

Focused activities

9

Pronto Sales App

Track sales engagement The new timeline view of accounts, contacts, leads and opportunities displays sales activity chronologically. This detailed visual representation shows a snapshot of how engaged prospects and customers are during a sales process.

It gives you a run-down of all touch points with a record, everything instantly including their notes, activities and transactions in one single stream. This view enables staff to better evaluate a situation and make smarter decisions, increasing productivity levels.

Stay up-to-date on each of your customers with a detailed timeline view of all related personal details, contacts, past activities and scheduled engagements.

10

About us

We are an Australian developer of award winning business management and analytics solutions.

Pronto Xi, our Enterprise Resource Planning (ERP) software, integrates accounting, operational and mobile features in a single system – optimising business processes and unlocking actionable insights.

That’s why for more than 40 years, over 1,500 Australian and global organisations, across a wide range of industries, have trusted Pronto Xi to simplify their most complex challenges.

With headquarters and our Development Centre located in Melbourne, we have support offices and consultants based across Australia, as well as a global network of Resellers and Solution Partners. Specialised business units within Pronto Software have the expertise to assist you with pivotal technology – Digital Transformation with Pronto Woven, Cloud and Hosting services with Pronto Cloud and Business Intelligence solutions with Pronto iQ. When you choose Pronto Software, you gain a team with deep industry experience, giving us the ability to understand your specific needs and build innovative solutions that drive business growth and revenue.

info@pronto.net 1300 PRONTO (1300 77 66 86) pronto.net

Pronto-Software

@ProntoSoftware

ProntoSoftware