Key features

C RM

 

PBT are in the unique position where all three of their vendors, Ostendo, Sage Pastel and Sybiz all have CRM functionality interwoven into the software solution :

  • Full integration with accounting software
    Holistic view of information that every management team likes to see. 
  • Sales force automation
    Allows you to track sales opportunities for both prospective and existing customers. 

  • Microsoft Outlook integration
    Allows you to capture emails and appointments easily into the CRM application.
  • Manage by exception
    Managers don’t have to worry about what is being done, but rather have the ability to easily drill down into areas where issues or opportunities are getting

Speak to PBT about which CRM application would suit you best!

Call us 1300 720 767, email or complete our online form and we will contact you within 24 hrs of your request.

 

Why CRM?

Smart business software is no longer just about capturing the financial's, but taking the traditional sense of CRM and interweaving it into every thread of your accounting application. 

In today’s business world, companies engage in hundreds of interactions a day with customers, suppliers, partners and even your own fellow company members.  It is important to capture this information and give users an “at-a-glance” history of the entire transaction history with supplier’s customer and staff.  An effective CRM solution can bring your company a multitude of benefits including:

    • Building loyalty through world-class customer service
    • Boost sales, service and marketing productivity
    • Reduce costs related to attracting and retaining customers
    • Get an edge on your competitors

    Typical CRM Challenges?

    One of the greatest challenges in business is getting their staff to use effectively, a CRM application.  From a sales person to the front office person, a CRM application should be simple to use. When looking for a CRM, consideration should be given to issues such as:

    • Interoperability
      What office applications, accounting packages, and databases is the application compatible with?   
    • Future proofing
      How long will it take before your employees exhaust its capabilities and start asking for more?
    • Ease of use
      How easy will it be to incorporate the application into the engine room of the company

    What CRM Product is right for me?

    At PBT we undertake a needs analysis to identify the best solution to meet your needs and have three market leading CRM solutions.

    Ostendo's® CRM solution provides CRM functionality to manage customer and supplier relationships with some functionality to support your sales force. With a direct link to Job Cost and Service Management modules, Ostendo CRM allows you to create Job Cards on the fly and allocate them to technicians.

    Sage Pastel Evolution takes accounting to the next level by enabling you to not only capture numbers, but also to perform what we refer to as business activities between suppliers, customers and prospects. The comprehensive reporting gives users a holistic view of your business instead of a numbers-only view. This gives you the ability to control your financial situation and your relationships with customers and suppliers. Sales Force Automation is a key feature of Evolution CRM, allowing you to manage opportunities through the various stages of the sales process.

    Sybiz Genesis BRM is a software application that your staff will find easy-to-use.  Each screen is fully customisable which allows you to input data that is relevant to your business.  Combined with dashboards, pivot tables and customisable grids, Sybiz Genesis is a flexible CRM that can be customized to suit your business processes whilst maintaining the relevant functionality to manage the relationships between your customers, suppliers and prospects. Sybiz Genesis BRM also allows you to manage your Sales Opportunities through the various stages of the sales process.

    To find out more about how Ostendo CRM, Sage Pastel Evolution CRM or Sybiz Genesis CRM can help your business, you can phone 1300 720 767 or complete our online form and one of our team will be in contact with you within 24 hours.