Why you need CRM

Sparkstone CRM, makes it easy for your team to see full contact details, customer sales histories, communications, social marketing posts, tasks and to dos.

Fact...

Sparkstone CRM delivers more'out-of-the-box' than almost any other CRM product on the market today.

More info and features list...

CRM (Customer Relationship Management) helps businesses to reduce administration costs on customer service tasks with improved efficiency and the centralisation of data. Sparkstone CRM takes this not just one, but many steps further by increasing the effiveness of your communications with a single coordinated database working across all of your retail software. What's more, you'll have access not only to customer information, but also product details and stock availability, giving your staff the up-to-date knowledge that increases sales and profitability.

Having up to date, accurate contact data is essential to maintain the high level of service and communication that your customers and business contacts expect. Sales teams love using Sparkstone CRM as they can quickly create contacts wherever they are, log product interests, check product availability, check customer credit history and available credit, create opportunities or even create sales orders for same day dispatch whilst on the move.

Sparkstone CRM also allows you to create automatic follow up tasks and our unique simple workflow configuration makes business process automation a breeze – you don’t need to be a genius to use our software!

Your staff will love using the simple interface providing everything they need to know to service your growing customer base at a simple touch of the screen. Expand the list items below to find out more about the specific features of our groundbreaking CRM software:

  • Contact records

    • Contact info
      • Suits both B2C and B2B CRM
      • Personal Avatar
      • Name, title, gender
      • Multiple addresses and default contact address
      • Multiple phone numbers and default phone number
      • Multiple email addresses and default email address for contact
      • Customer/Contact rating – user defined rating system
      • Contact type with unlimited source contact types
      • Contact source with unlimited user defined source types
      • Unlimited user defined fields
      • Company name, number, vat registration, year end
    • Contact Actions
      • Send personalised Emails
      • Send standard Emails based on user defined Email templates
      • Add Tasks, edit Tasks, complete Tasks
      • View Contact To Do lists
      • Add Wish Lists
      • Create Opportunities
      • Optional Custom actions – eg Request Quote
      • Add Events
      • Review Sales History
      • Add Relations
      • View entire Contact Communications History (Completed Tasks, Emails in and out, database events, Social Media postings etc)
    • Quick create contact
      • Fast data entry
      • Optional capture picture from Ipad camera and add to Contact all in a single step
      • User defined extra information capture (optional)
      • Easy create follow up tasks and “welcome” emails
      • Easy create opportunities and add Wish Lists
      • Capture every Contact!
    • Fast Contact search from home screen
      • Rapid, easy to use Contact search
      • Easy to read results list
      • Easy progressive filter of results list
      • Create Contact Actions from results list including:
        - Send Emails to Contact
        - Add Tasks
        - Add Wish lists
        - Create Opportunities
        - Custom Actions - eg Request Quote
        - Add Events
  • Contact past Sales Order History

    • See customer's entire sales order history
      • Date
      • Order status
      • Order number
      • Gross value
      • Branch and division of sale
      • Actions
        • Send email to customer
        • Create task for customer
        • Send email order confirmation
        • View Sales order line items
          - Stock code
          - Short name
          - Qty on order
          - Gross/discount/Sale
          - Line actions
          • Add to wish list
          • Create task
          • Send email to contact
  • Communication History

    • A single view of all the communications history for a Contact
    • Colour coded for easy use
    • Data from:
      • Completed tasks e.g.
        - Phone calls
        - Notes
        - Meetings
        - Presentations
      • Outbound Emails
      • Inbound Emails
      • Inbound Social Media Posts eg Tweets
      • Outbound Social Media Posts
      • Database events eg @Products received for order
    • Data includes:
      • Date/Time
      • Type
      • Description/detail
      • Line actions
        - View details (e.g. task)
        - Send contact email
        - Create task
  • Products

    • Integration with full Sparkstone back office available, optionally including
      • Product catalogue management
      • Inventory management
      • Warehouse management
      • Multi location management
      • Sales order processing
      • Epos and Trade Counter operations
    • Product information
      • Details
        - Image
        - Link to customer web site
        - Pricing information
        - Live quantity availability information
        - Branch quantity information
        - Long description
        - Optional user definable field display (requires custom theme)
      • Product sales orders
        - Live product outstanding sales orders information
        - Link to contact record
      • Product purchase orders
        - Live product outstanding sales orders information
        - Outstanding quantity information
        - Expected delivery dates and required by dates
        - Supplier product code
        - Supplier contact information
      • Product social media information
        - Trap tweets and responses relating to product in product history – see Social Media Manager below
        - Link to originating post
        - Create tweets from product record
      • Product special offers
        - See current special offers available on product
    • Fast, easy, product search from home screen
      • Rapid, easy to use product search
      • Easy to read results list
      • Product image in result list
      • Easy progressive filter of results list
      • Create product actions from results list including:
        - Add to wish lists
  • Wish Lists/Order pads

    • Wish lists or Order forms/pads provide an easy way for you to store your prospects and customers product interests
      • Search for products fast
      • Build collections/alternates or traditional wish/gift lists
      • Build order pads for conversion to sales or to opportunities for later conversion to sales
      • Store items in singles or multiple quantities
      • See images in line
      • See what your customers and contacts are seeing on line
      • Scroll through alternatives
      • Present sales alternatives to customers and really meet their exact needs
      • Easily see detailed product information
      • Easily see product availability at each of your sites and stores
    • Anonymous wish lists/order pads
      • Create unlimited anonymous wish lists by searching for and adding any number of products to a background wish list
      • Quick access to anonymous wish lists
      • Give “names” to anonymous wish lists for easy reference
      • Search Anonymous Wish Lists
        - Rapid, easy to use wish list search
        - Easy to read results list
        - Easy progressive filter of results list
        - View wish list lines
        • Product code
        • Product name
        • Quantity required on wish list
        • Sell price
        • Physical on stock
        • Status of wish list item (new, subject to opportunity, sold)
        • In line image

        - Functions
        • Remove from wish list
        • View full product details
        • Save wish list (to existing contact record or quick create new contact record)
        • After saving wish list:
          - Add event to wish list
          - Create opportunity from wish List item(s)
          - Sales order from wish list item(s)
          - Email contact owner of wish list
          - Create tasks for owner of Wish list relating to wish list
    • Contact Wish Lists/Order pads
      • Create unlimited multiple wWish list/order pads per contact
      • Unlimited items per wish list
      • Multiple quantities per item
      • Contact wish list line information as above for anonymous wish list
      • Contact wish list functions:
        - Remove from wish list
        - View full product details
        - Add event to wish list
        - Create opportunity from wish list item(s)
        - Create sales order from wish list item(s)
        - Email contact owner of wish list
        - Create tasks for owner of wish list relating to wish list
  • Tasks

    • Tasks are the heart of the CRM system allowing sophisticated relationship management through easy to use Task creation and automation allowing users to easily manage their day and never miss an opportunity to delight a customer or valued contact of your business.
    • My Tasks
      • Easy access to My Tasks from Home screen
      • My Task > fast search
        - Rapid, easy to use Task search
        - Easy to read results list
        - Easy progressive filter of results list
        - Actions from the results list include
        • Message/Phone Contact – Device/App dependent
        • Email Contact
        • View Contact
        • View/Edit Task
    • Task status
      • Pre-programmed as:
        - Not started
        - In progress
        - Completed
        - Waiting on someone else
        - Deferred
    • Task types (task templates)
      • Create unlimited task types
      • Task type data
        - Task type name
        - Task short code
        - Default assignee to perform task (if left blank task assigned to creating user)
        - Default starting delay from creation date
        - Default duration
        - Default start time
        - Default starting status
        - Default starting priority
        - Default scheduled status (to appear in Calendar views and for integration to Outlook Calendar)
        - Default email template to send on task creation
        - Flag to suppress creation email from user – ie blind/silent send
        - Default next task type to create on task creation – (i.e. what Task to do next…)
        - Default Email template to send on task completion
        - Flag to suppress completion email from user – i.e. blind/silent send
        - Flag to display in task in communications history
    • Tasks
      • Create Tasks for current user or for specified user to perform
      • Create unlimited tasks using task types related to Contacts
      • Additionally link tasks to events, wish lists, wish list lines, opportunities, sales orders, purchase orders, product records
      • Planned notes and completion notes per task
      • Planned and actual data stored on completing tasks so maintaining full audit trail over activities and efficiency
      • Flags to determine inclusion in contact history
      • Flags to determine appearance in calendar view and upload to Outlook 365
      • Auto-send or send customized email on task creation
      • Auto create or customize first next action on task creation
      • Auto-send or send customised email on task completion
    • Task functions
      • Edit emails on task creation
      • Assign to another user
      • Edit and save tasks
      • Edit and complete tasks
      • Edit emails on task completion
      • Optional integration to Outlook 365
    • Task calendar view
      • Task calendar view available in desktop dashboard
  • Opportunities

    • Opportunity types (templates)
      • Unlimited
      • Opportunity type features:
        - Opportunity type name
        - Estimate close date
        - Estimated value (direct entry or from default estimate value)
        - Default starting stage
        - Default starting probability
        - Customer budget
        - Opportunity type notes
        - Default opportunity notes
        - User defined task type to create on opportunity creation (what sort of task to create first)
        - User defined email template to send on opportunity creation
    • Opportunity stages
      • Unlimited user defined stages
      • Link default probability percentages to stages
      • Task type to create on stage edit (what sort of task to create on changing to specified Opportunity stage)
    • Opportunities
      • Unlimited opportunities per contact
      • Direct opportunity value entry
      • Calculated value from default estimate (ie from products and quantities selected)
      • Create opportunities from wish lists/order pads
      • Create opportunities with/from bespoke quotes
      • Auto create first task on opportunity creation
      • Auto create email on opportunity creation (silent send, or for user edit prior to send)
    • Opportunity actions from contact record
      • Create opportunity
      • Edit opportunity
      • Add events to opportunities
      • Add wish lists to opportunities
      • Add tasks to opportunities
      • Send email(s) to opportunity’s contact
    • Opportunity Manager
      • Available in desktop version only
      • Complete view of opportunity pipeline by user
      • Easy sorting and progressive filtration of opportunities
  • Events

    • Your Contacts’ Events are incredibly useful focal points for your Contacts – enhance your service by building activities to meet your Contacts Events…
    • Event Types
      • Store unlimited user defined event types (eg birthday, anniversary, wedding, exhibitions etc)
    • Events
      • Unlimited events per contact
      • Recurring events
      • Event notes
    • Event actions from contact
      • Create event
      • Edit event
      • Add wish lists to events
      • Add opportunities to events
      • Add tasks to events
      • Email contact from event
  • Relationships

    • Relationship types
      • Store unlimited relationship types
      • Gender (M/F/N) specific Relationship Types (eg Sister = F)
      • Relationship linking – link 2 or multi way linked Relations – eg Holding company/Subsidiary/Associate, Father/Daughter/Son, Husband/Wife, Staff roles
    • Relationships
      • Store unlimited relationships between contacts
      • Corporate structures, colleague relationships, interpersonal relationships
      • Auto select related relationship types based on first selection and contact gender
    • Relationship actions
      • Add relationship
      • Send email contact
      • Send email to relation
      • Amend relationship
      • View relation contact record
      • View relations’ wish lists
    • Relationship actions
      • Add tasks
      • Create opportunities from the relation’s wish list for the contact
      • Sell item(s) from the relation’s wish list to contact
  • Social Media Manager

    • A (trial) subset of the Sparkstone Social Media Manager is currently bundled with Sparkstone CRM…
    • Store social media account info for contact for Twitter and Facebook
    • Twitter related functions:
      • Company
        - Set up “search terms” at company level
        - Trap tweets of interest to company
        - Retweet, Tweet back and Tweet
      • User
        - Set up “search terms” per user
        - Trap tweets of interest to user
        - Retweet, Tweet back and Tweet
      • Contact
        - Auto create “search terms” per contact
        - User defined search terms per contact (eg contact’s competitors)
        - Retweet, Tweet back and Tweet (Private Message)
        - Auto create tasks based on inbound tweets (eg follow up customer support tasks)
      • Product/stock items
        - Auto create “search terms” per product
        - User defined search terms per product (eg competitor offers)
        - Trap Tweets per product into product History
        - Retweet, Tweet back and Tweet
        - Auto create tasks based on inbound tweets (eg price offers review)
      • Inbound Tweets
        - Capture all Inbound Tweets (PMs) into Contact History (as completed tasks)
        - Auto create Tweet acknowledgements
        - Auto create new Contact Task on Tweet Acknowledgement Send
      • Outbound Tweets (Tweet/Tweet back/Retweet/PM)
        - Capture all Outbound Tweets into Contact History (as completed tasks)
        - Auto create new Contact Task on Outbound Tweet Send
  • Email/Calendar and Outlook 365 integration

    • Email integration
      • Capture all Inbound Tweets (PMs) into Contact History (as completed tasks)
      • Auto create Tweet acknowledgements
      • Auto create new Contact Task on Tweet Acknowledgement Send
    • Email templates
      • Unlimited user definable HTML Email templates
      • System defined replaceable tags for use by user in creating Email templates
        - e.g. [FirstName] returns the Contacts first name
        - Full list available to ensure personalised emails are easy to produce
    • Inbound emails
      • Capture all Inbound Emails into Contact History (as completed tasks)
      • Auto create Email acknowledgements
      • Auto create new Contact Task on Email Acknowledgement Send
    • Outbound emails
      • Capture all Outbound Emails into Contact History (as completed tasks)
      • Auto create new Contact Task on Email Send
    • Calendar integration
      • Upload Sparkstone CRM new and changed appointments into Outlook 365 for clear
      • Visibility of all your appointments on all of your connected devices
  • Target Platforms

    • Desktop
    • Mobile - iPad and 7" tablets
    • Smart phone - specific templates to follow
  • Personalisation

    • Optional personalisation of application theme
    • Optional multi lingual/personalised dictionaries
    • Optional customisation of windows to display custom fields
 

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