Basic CRM in PrintSmith Vision

PrintSmith Vision includes an improved log function which combined with the Dashboard window can be used as a limited but effective CRM function.
Use the Log tab in the Customer window to record your interactions with the customer, flag items for follow-up, indicate that an issue is complete (resolved), and review information in the log.
In addition to information you enter directly on the Log tab in the Customer window, the following are logged automatically:
  • Documents e-mailed to the customer from the Invoice, Estimate, Cash Register, Post Payments, Journal Entry, and Generate Statements windows are logged automatically on the Log tab if you configured e-mail logging in your E-Mail preferences. Both the Type and Comment for an e-mail item come from the E- Mail preferences.
  • Any information that is entered in the Notify Customer window is logged automatically. These log entries are preceded by (Notified) on the Log tab.

Tip The Notify Customer window can be opened by clicking a Notify button in these windows in PrintSmith Vision: Pending Documents, Customer History, Contact, Work in Progress, Post Payments, and Journal Entry.
1. To log the communication you had with the customer:
Optionally, to categorise the communication you had, select a Type, for example, CALL or VISIT.
Click Add.

Account Log Tab

Tip
The selections in the Type field and the default text in the Add to customer account log field come from the Customer Log Type table.
2. To see a log entry in full, select it in the list at the top of the Log tab so it gets displayed in the bottom half of the tab.
4. To edit a log entry, select it in the list, make your changes, and click Save.
Account Log Tab
3. If follow-up is required for a particular log entry:

  1. Select the log entry in the list.
  1. Select the Follow-up required check box.
  2. In the Follow-up date field, enter or select the date on which you need to contact the customer.
  3. The Follow-up by field is automatically set to your user name, but if you want another user to do the follow-up, select that user.
  4. In the Follow-up comment field, enter more details (up to 255 characters) of what needs to be done.
  5. Click Save.
  6. ...and when the user logs into PSV on the follow up date...
Caption box

Dashboard

  1. To indicate that the issue raised in a log entry was resolved:
    a. Select the log entry in the list.
    b. Select the Completed check box.
    c. In the Date Completed field, select the date on which you resolved the issue.
    d. The Completed by field is automatically set to your user name, but if another user was responsible for resolving the issue, select that user.
    e. In the Action taken field, explain what was done (up to 255 characters) so you have a record of it.

                • page3image552
  1. Reports relating to the Customer Log
‘EFI_Customers - Log.rpt’ is included in the standard EFI custom reports. This displays a basic list of customer log entries. A more comprehensive report would certainly be possible if required.
Customer log report
Comments

To Upgrade or Not to Upgrade?

PrintSmith Vision 3.3 is now available and has several enhancements.

Feedback from the majority of users that have upgraded to PS Vision is that

- It works
  • It’s stable
  • It’s a substantial improvement on PrintSmith Classic

PrintSmith Vision now has significant new features that will never be available in PrintSmith Classic

Email from Vision! 
You can now email your Estimates, Invoices, Statements, Credit Notes and Purchase Orders directly from PrintSmith! PSV will also keep a record of Estimates and Invoices sent.

Tablets* and Smartphones* are now capable of seeing your WIP/Pending Documents and your Customer history. This works well and is very valuable when doing sales calls or on the road.

Automatic Backups are now back since version 3.0

Purchase Orders have been enhanced and some features have been added.

Dashboard is looking good, and has been improved with each successive version of PSV.

Vision is here to stay and is now a great improvement to Classic.
Upgrade today, you will be pleased!


*The following mobile devices are supported: 
  iPad® 4th and 5th generation 
  iPhone® 5 and 6 
  Android™ tablets 
  Android smartphones
 
Mobile operating systems 
 iOS 8.3 
  Android 4.1, 5.1

…on the other hand,

There is little benefit to be had from upgrading to PrintSmith Vision if you’re not already getting most of the benefit from PrintSmith Classic.

Imagine buying a a high capacity full colour digital press, and only using it for black and white copies

Well, why then are so many PrintSmith users accessing just a quarter of it's features? Why are they just estimating and perhaps invoicing, when in fact it can do a lot more?

What additional benefits can PrintSmith give your business?

  • Costing - find out what your actual cost is for each and every job estimated or invoiced in PrintSmith, once set up, it’s obvious!

  • Profitability - track profitability at any level, by job, invoice, sales rep, customer, machine, and overall. See easily where you’re making money - and where you’re not!

  • Bar Code Readers - Show where each and every job is in ‘Work in Progress’ - enables you to track and plan cost efficient production.

  • ReportWriter - Create and use custom reports - commission reports to WIP reports to profitability reports - use RW to it's maximum use.

  • Marketing - PrintSmith, especially with the use of ReportWriter can assist you greatly in marketing your business, creating merge lists for mail and email, planning and organising marketing campaigns, etc.

Please contact me to discuss how PrintSmith can help you run a more profitable business.

Comments

Exciting upgrades now in PrintSmith Vision

PrintSmith Vision (v 3.0) is now available and has several new features.

Regular readers will know that up to now I have recommended delaying the upgrade to PrintSmith Vision - until now!

It works
It’s stable
It now has significant new features that will not be available in PrintSmith Classic

Tablets* and Smartphones* are now capable of seeing your WIP/Pending Documents and your Customer history. This works well and is very valuable when doing sales calls or on the road.

Automatic Backups are now back in version 3.0

Email DIRECTLY from Vision! 
You can now email your estimate/invoice and Purchase Orders right from PrintSmith!

Purchase Orders have been enhanced and some features have been added.

Dashboard is looking good!

Vision is here to stay and is now a great improvement to Classic.
Upgrade today, you will be pleased!


*The following mobile devices are supported: 
  iPad® 4th and 5th generation 
  iPhone® 5 and 6 
  Android™ tablets 
  Android smartphones
 
Mobile operating systems 
 iOS 8.3 
  Android 4.1, 5.1

Comments

It’s time to put your house in order

EFI have long had a policy of supporting the current version of PrintSmith and the immediately previous one. This means that although version 8.1 is (as at April 2014) currently supported, now that PrintSmith Vision is available in the UK, version 8.0 is no longer supported.
This does not mean that versions earlier than 8.1 will stop working. It does mean that if support from EFI is required, you will probably be told to upgrade before any support will be given and this could be difficult or impossible if PrintSmith has stopped working completely, so it is clearly advisable to upgrade your PrintSmith to the current version (8.1.22) as soon as possible. 
EFI do not charge for the upgrade installers, which are available from: 
This link
For any one requiring assistance, I can provide a DIY upgrade kit for as little as £30.00 (depending on the version you are upgrading from). 
Please click here if you wish to know more.
Alternatively, I can provide direct remote assistance in upgrading, or even come and do the whole thing for you. 
I am currently running a demo of PrintSmith Vision and will be publishing a review soon. I have PS Vision running on an iMac server with workstations on a variety of Mac and PC browsers. Please let me know if there is a particular workstation configuration that you would like me to try out.
Make no mistake, upgrading from PS Classic to PS Vision will become inevitable!
For more information, please 
click here, or call me on 0121 288 5355
Comments

PrintSmith support. Is it worth it?

I have been hearing recently of a few UK PrintSmith users allowing their support contract to lapse. It is true that PrintSmith Classic is so stable that serious problems are a rarity but problems do occasionally occur. If the problem is a data corruption or internal issue, only EFI can help you. They can charge up to $180.00 per hour for anyone without a support contract.

If something serious were to go wrong with your PrintSmith, only EFI can help you because only EFI have access to the code and data inside PrintSmith. Having a support contract with them is your insurance against this. I have recently looked into the purchase and support costs of PrintSmith’s competitors. They make EFI’s support package look like very good value indeed!

I have always recommended that every user has a support contract with EFI.
Comments

This website uses cookies to ensure you get the best experience on our website. We do not take any personal data. Please click 'Dismiss' to continue.