number one Business Software Package

Transcription

1 The UK s number one Business Software Package for the Sign, Digital and Print Industry!

2 We love making a difference and are passionate about helping you achieve success......what ever that looks like to you! 2

3 Feel Liberated helping you accomplish a better work-life balance! Software for today s aspirational businesses Clarity is a joined-up software solution which thousands of progressive businesses rely on every day to streamline, grow and scale! It will help you run your entire business, automate your processes, buy you hundreds of hours of time and make you thousands of pounds more. So, whatever your vision is, Clarity will help you get there. From marketing and first contact with a customer right through to the final payment of their order, you ll be able to simplify the process, eliminate duplication, improve efficiency, save time, yield higher net profits and reduce stress! Turnover is up 46% thanks to Clarity Our business simply couldn t survive without Clarity. Turnover s up massively and waste is down, thanks so much. Robert Farfort, Data Image Group Ltd 3

4 Before Clarity Too many manual systems Too time consuming Too much paperwork Too much reliance on you! Too many lost opportunities Too much left to chance with costs Too much duplication Not scalable It might go something like 4 An enquiry is taken and needs quoting asap! Who logs it and who quotes it? The quote has to be raised: do you use Excel; is it a bit finger in the air; are you 100% sure it s accurate? The quote has to be relayed to the customer: is it typed in word, ed, posted or verbal? Who s task is it to chase? You re busy: does it get lost and you lose out to a competitor? If you get the order you have to use a handwritten job card and manually put into production for planning! How do you get full visibility of where the job is? How do you know you have the stock: do you need to raise a Purchase Order? Who chases the deadline for the customer to keep them happy and where is the information? Once a job is completed who raises the delivery note? How does the invoice get raised for your accounts department?

5 After Clarity No paperwork No manual interventions No more reliance on just you! Accurate costing No duplication Full Traceability Less Stress Less hours Extremely scalable It could be like An enquiry is taken and added to the customer record card immediately with full visibility to anyone who needs the information. An accurate quote can be raised in minutes by choosing the components from a pre-populated price list giving you true costs and margin for the job. The quote is ed directly to the customer as a professional looking quotation on a pre designed template. Automated tasks will trigger the necessary follow up to chase the quote so you don t lose out. When you get confirmation, Works Order is generated and your job will be scheduled instantly into production according to your capacity. You ll have a real time view on the progress of your job from start to finish, giving you total control and flexibility. When the job is complete a delivery note can be printed and the information passed straight to the accounts department. How does that sound? 5

6 What does Clarity really do?... Contacts One simple place to go to find all of your contact information. Simply import all of your existing contacts and easily store addresses, phone numbers, s and key details on the contact card. The more you know, the more personalised you can be. So use the default fields or create your own user fields to store all the priceless information to make the relationship more personal. It s really flexible! Activities Life is so much easier when all the information is at your fingertips. Your team engages with customers in a supremely confident and knowledgeable way. They know which buttons to press, and how to plan their activities to win trust, confidence and orders. Log all calls and tag them to the contacts. Easily pull up previous conversations, schedule call backs, meetings, events, site surveys and more in a shared calendar that pushes data to your Microsoft Outlook calendar. Click to see a history of any activity logged against quotes and orders. Having fast access to your entire customer relationship using Activities makes you invincible. Marketing Generate leads and hit unprecedented sales levels. Using Marketing can boost your sales and communications by orchestrating clever and cost effective campaigns Clarity will tag and track lead sources at both contact and quotation level, giving you traceability on how much you ve spent, how many quotes have been generated and which leads have converted into confirmed orders. Sales Clarity breeds success across your team and makes deals easier to win, thanks to the Sales module. Opportunity management is simple in Clarity. No more guesswork or hunches. Personalised dashboard views of your pipeline gives you focus, allowing you to see expected, won and lost opportunities filtered by sales person, date range and more. Save your favourite views as templates. Drill into an opportunity with a simple click and get straight to the quote. Analyse your results and find out where you can get even better. Price Lists Relax, the price is always right and margins are high! In Clarity you can manage prices easily from one central place. Multiple price lists allow you to clearly differentiate between products from alternate suppliers and those you produce yourselves, as well as items you may have positioned for your WebShops. If a price is changed then it updates across the whole system, so you don t get trapped quoting old prices next time. Minimum and fixed margins can be set so sales always make the desired margin, and price breaks can be applied to volume quantities, plus you can allocate customer-specific pricing for those clients you think of first. Quotes & Jobs Faster, more accurate quoting. Clarity s unbeatable quoting and estimating module drives you to sell more at top margin. Quoting fast wins orders over your competitors. Quote for any job of any size. Bespoke quotes are easily built from standard products or a make-up of time and materials. Create revisions and repeat jobs with a few clicks using historic or latest pricing. PDFs to your customers whilst they re on the phone. Invoices More cash, less hassle. Clarity manages the final part of the order processing system so your cash flow stays at full throttle. Create partial or full invoices or credit notes. Manage repeat invoices from our unique recurring templates. Search for historic invoices easily and create batch and recurring invoices using simple processes. Reports Holistic business information drives better decision making, increasing growth and profitability. Access to over 200 standard and unlimited customised reports from all across your company gives you the visibility - the clarity - that you ve been dreaming of. Use your new found power to expand into new markets. Bring Clarity to your business. 6

7 Plus, if or when you re ready there s a whole heap more to help you grow and scale quickly Purchase Orders PO can be linked to a job and can update stock levels accordingly when the item arrives. Purchase Invoices can be posted directly into Sage. Production This will allow you to schedule your work with live information, manage capacity and give you full control in your production department. There s also a great calendar view for each department (work centre). Shop Floor Data Capture Capture the actual time it takes to do a job allowing for slicker estimating! Calculate actual material usage which gives you a true picture of what actually happened to the job. Cost Analysis Analyse your actual costs! Looks at the estimate (quote) and what actually happened either manually or through Shop Floor Data Capture. Do you over estimate (lose orders) or underestimate (lose money)? One screen enables you to see it all. Plus it allows you to add any extra costs onto the job you didn t expect to incur at the time. Deliveries Allows you to schedule your delivery and installation teams diaries and book out equipment. Know where everyone is and ensure all deliveries are completed on time. Proof of Delivery - POD No need for a printed paper trail! You ll be able to capture full delivery details, obtain photos and signatures online to avoid discrepancies at the invoicing stage plus it looks incredibly professional too! Goods Produce professional picking notes and transfer of stock to give you full traceability. Advanced Stock Gives you the ability to split rolls so wastage is minimised and gives you visibility for accurate Cost Analysis. Network Allows integration with your webshop so enquiries and off-the-shelf orders are recorded instantly in Clarity. Productivity Up By 50% With Clarity I have the confidence that our quoting is accurate - our margins have increased because of this. Orlando De Abreu, Tali Digital Branding Solutions We re Getting More Sales The speed at which I can schedule my jobs and get the information to the shop floor is amazing. Yan Van Le, Dufaylite Developments We ve Saved Hours Of Time To be able to automatically create a works order has saved us hours of wasted time and effort. Bill Dunphy, Signs Now I Always Recommend Clarity! We now have our true costs of jobs thanks to Clarity and it s streamlined all of our business processes. Jonathan Hughes, Extreme Graphics 7

8 Contact us today +44(0) Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB United Kingdom