Introduction to PSP

Introducing VISION CRM & MIS• Fully integrated Management

Information System gives you real time perspective on your business

• VISION links to your back end systems and front end website

• Modular system allows you to select from a set of standard modules or customise according to business requirements

• Pay for what you need - no annual license or user fees

• Suite of ‘standard modules’• Customer, Contact & Supplier Management• Sales, Purchasing & Financial Management• Telemarketing & Task Management• Time Sheet & Help Desk Management• Membership & Event Management• Project & Quality Management

• Build bespoke modules to suite your business

• Dashboard Reporting: standard reports tailored to your needs

• Customise skins and branded front end

Customisable & Bespoke Modules

Customer, Contact & Supplier Management Modules

• Client & Supplier records containing

• Client contact details

• Contact and appointment records

• Linked to other modules eg. Tasks, Sales, Projects… so all activity accessed in one place

• Email client contacts directly from VISION using email templates

• Grid to sort and search by name, postcode, type etc.

Task Management & Telemarketing Modules

• Task Management Module• Integrate into customer contact modules

• Created automatically i.e. quote approval or quality issue completion

• Set up to appear on individual’s dashboard

• Telemarketing module• Cold calls management and tracking

• Automatically generates ‘call back tasks’ based on call outcome

• Telemarketing Dashboard with reporting against KPIs e.g. New Cold Calls, Appointments Made over a time period

Sales, Purchasing & Financial Modules

• Ability to • Raise invoices against quotes• Monitor issued quotes & quote success rate

• Convert to invoice based on built-in templates and emailed directly from VISION

• Allows • All spending to be tracked against suppliers• Website sales pulled in to Finance Module

• Displayed in real-time on Finance dashboard

• Daily or monthly reports can be exported and printed to various formats

Timesheet & Helpdesk Management Module

• Timesheet Management: • Allows you to book your time worked, including flexi-time

functionality• Timesheet workflow between Human Resources, Managers

and Users

• Helpdesk Management:• Automated tasks• Automated email alerts

• Administration area for permission control

• Customisable dashboards for both modules• Timesheet Dashboard for tracking how time is spent within

an organisation directly linked to projects if required

• Web or Windows based

Membership & Event Management Modules

• Front end website to back office system integration

• Membership Management• Member type, online registration, profile update

and renewal

• Event Management• Event Booking, managing attendees, payments

direct website using unique APIs

• Case Study:Created a modular CRM system for a Trade Association to support membership and event management

Project & Quality Management Modules• Project Management Module

• Keeps you up to date at every stage of the project during its life cycle

• Project data includes costs, delivery dates, issues raised and document management – all in one place

• Quality Management Modules• Quality management reporting and fault resolution

• Functions include fault logging, fault reporting, fault resolution and management

Data Warehouse Module

• Integrate with third party systems to create one single Data Warehouse

• Customisable dashboard

• Intuitive reporting providing full data analysis in real time

• Case Study: Eminox• Built a data warehouse and customised reports for

Eminox

• Pulls data from multiple systems (Oracle/Access)

• Drives their weekly senior management sales meetings

Dashboards and Reporting Modules • My Dashboard Preferences allow Dashboards

to be customised providing access to relevant data on one screen

• Performance Dashboards• Financial and sales performance• Linked to Data Warehouse Module

• Tracking Dashboards• Success rate of sales activity vs. quotes issued, linked to

Finance module• Quality Issues tracked by department, individual and project

• Data presented in specified formats• Generating reports, charts against KPIs in real-time for

management meetings

What Our Customers Say…Carole Bain

Capability Development Director

Peter Ryan

Finance and Administration Manager

Damien Roberts

IT Innovation Manager, IT Development

Jog Lall

Sales & Marketing Director

Anthony Barber

Head of Business Development

“We wanted a more engaging website that would generate business and add value for clients. PSP have done a great job and we now have a very active website that is easy to use and update. Using responsive design, our new website looks and works well on a whole range of devices, including tablets and smartphones. Our working relationship with PSP is excellent and they provide us with support and advice whenever we need them.”

“fit for purpose solutions” “identified improvement opportunities”“valuable advice and support”

“high quality IT service”

“world class front end system for monitoring and managing the sales performance”“the project was well managed, on time and within budget; with an excellent Return on Investment.”

“easy to work with”“always delivered to budget, and on time”