Average Ratings 0 Ratings
Average Ratings 5 Ratings
Description
PlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows.
Description
Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Accrisoft Freedom
Acorn LMS
Asana
Blue Ant
Dynasoft Telefactura
FieldPro
Inxmail
Kinective Bridge
Neo Enterprise Assistant Platform
Salesforce
Integrations
Accrisoft Freedom
Acorn LMS
Asana
Blue Ant
Dynasoft Telefactura
FieldPro
Inxmail
Kinective Bridge
Neo Enterprise Assistant Platform
Salesforce
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$45 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PlanProphet
Founded
2018
Country
United States
Website
www.planprophet.com
Vendor Details
Company Name
Sage Software
Country
United States
Website
www.sagesoftware.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management