With a complete Single Customer View of your sales client, put your team in total control of the sales process.
Complete historical records of conversations, notes and orders are available within the view. Your Sales team will never miss an important client interaction by scheduling in action and receiving reminders. The ability to track sales orders through the sales pipeline process ensures that potential orders are never lost or forgotten ensuring you keep revenue as high as possible.
Electronic Order Confirmations are automatically generated and sent to a client to approve. The approval process takes place electronically, ensuring that there is no disagreement at invoice time.
Powerful extraction tools allow you to precisely target clients to meet the needs of your offer. See better returns to your marketing budgets.
Your production department utilises the same orders as entered by the Sales Team meaning you can be sure that all orders placed will be completed.
Manage the full life-cycle of a sale from initial discussions right through to invoicing passing through all relevant departments on the way.
Colour coded intelligent copy chasing provides an instant visual view of the production status. Confirmation of products completed ensures that Accounts only invoice exactly what should be.
Unlimited data size means that you never need to upgrade your plan whatever you launch in the future: Print, Digital or Events.
Accounting support for raising invoices, producing invoices and credit control functions. Account Packages interfaces.
Your accounts department will benefit from the structured flow through Sales and Production allowing easy raising and checking of invoices before creation.
Invoices generated can be emailed directly from Publisher::CRM as a customised PDF, or uploaded to leading cloud based Accounts Packages such as Xero, Kashflow and Clearbooks reducing the risk of mis-entered data. Accounts can decide when an account is a bad risk and update status flags accordingly to warn, or prevent Sales Orders from being accepted from specific clients.
Colour coded intelligent copy chasing with automated email chasing streamlines your copy chasing workflow saving time and money.
With a system this powerful you need to be in control.
Management options provide a intricate security system allowing you to decide what information different people can access and update.
Reporting and analysis available show who is performing well, how close to targets each product and Sales member are, plus many more options.
Initially we made contact with an interest in their bureau services. During the meeting the CRM being in development was mentioned. After a quick demonstration, it was obvious that the intuitive nature of the crm software would make it extremely easy to use, and being browser based was an added benefit. We have now been using the development versions for over a year without problem, and have streamlined our sales management and account management tasks as a result. We also use the bureau services, with the added benefit this provides we have opened up sales options we could not dream of before. The level of service and professionalism, together with the obvious knowledge Perception has of data and publishing means that I can almost completely leave our audience in their hands and only worry about setting goals a couple of times a year.Jon Morton - Office Solutions Media
I came to Perception with the circulations for over 20 magazines, which needed a complete revamp of the data. Quite honestly we had not made the investments that we needed to over the past five years and the data was tired. We were quoted a very competitive rate for the bureau services and after looking around kept coming back to Perception. I am so pleased I went with my gut instinct - within a year we could see vast improvements in the quality of our data. Our new confidence in our data meant that we could start selling direct mail again, and soon Perception charges were more than covered by direct mail income. 10/10Kent Based B2B Publisher
We had started to evaluate an existing large user base CRM when we were first contacted by Publisher:CRM. We decided that before committing, and as we were already a client of their bureau understood the quality they add to everything, we should take a look at their new product. We are so please we did – even at that early stage, the feature list was comparable with the established product, the learning curve significantly less, and the flexibility provided in the software meant that we could make the software fit us, rather than changing to the software. Since then we have never looked back with new usable features making our life easier coming thick and fast.Brittany Filby - Stable Media & Events
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