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At the server end, new software enhances this user experience further, through greatly up-rated server responsiveness.

Version 5 also offers more choice of hardware.

PDA and Mobile Phones More...

ProspectSoft CRM V.5 runs on Windows Pocket PC 2003®, extending the system’s use to many PDAs, including some that incorporate mobile phones. Users may access customer, supplier and contact details in abridged form, if required. Data can be replicated through a cradle linked to a PC, over GSM, GPRS or 3G networks and over Wi-Fi or other Internet connections.

User-specific applications are available for PDAs. Initially these cover:

• Contact Manager – for general mobile use by directors or managers
• Account Manager – sales lead tracking for account managers
• Service Engineer – problem tracking for hardware/software field service operations
• Order Taker – Quote to Order conversion and Order Entry for merchandisers or mobile order takers

Most 3G or GPRS phones can also be enabled to access ProspectSoft CRM data, which is particularly valuable for verifying contact details and locations.

Additional Offline Accounts Data
Version 5 extends the accounts data and functionality available to users on the road to include stock by warehouse, sales and purchase ledger summaries and confirmation of orders.

Record flagging
Activity flags are now available to track user actions on all records within ProspectSoft CRM. These include deleted flag (with undelete), created date and by whom, updated date and by whom.

Replication Options
Data can be transferred at much higher rates between local and remote users, supporting more combinations of solutions. New data transfer standards include File and FTP, making replication over Wi-Fi and GPRS a viable alternative to fixed line connections.

Integration and Customisation
ProspectSoft CRM functions and data can be accessed from other applications through the new XML programming interface (XML API).

By writing plug-in’s to respond to events, customised user interfaces can be developed, with specific windows and functions. Developments can be extended to web and wireless environments using standard tools that now include SOAP (Simple Object Access Protocol) XML (extensible Mark-up Language) and .Net (Microsoft web toolkit).