A truly integrated CRM that automates customer experience

November 22, 2021
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In addition to providing a first-rate CRM, PlanProphet runs on auto-pilot to boost sales and improve productivity.

PlanProphet supercharges PrintSmith and Printer’s Plan by delivering an immersive customer relationship manager that automates vital activities such as quote follow-up, billing, and inactive account check-ins. The platform also boasts a fully integrated proof management system and a customizable marketing automation engine. 

“Both EFI and PrintReach have done an amazing job with the latest installment of their estimating platforms. We are thrilled to carry on with their momentum by leveraging our technology and position their users for success”, said Lemay Sanchez, CEO of PlanProphet.

Several printshops have turned to PlanProphet, and are glad they did. “It keeps us and our clients in more contact now than ever. I am most surprised at how sales communications get answered. We have never received such high rate of actionable responses”, comments Evan Bloom from Sir Speedy, Westbury NY.

PlanProphet’s integration with print MIS opens endless possibilities for automating behaviors, aimed at closing new deals and nurturing existing relationships. Michael Brown, owner of a Havertown printshop, joked that PlanProphet’s automated quote follow-up “is like having a dog chasing a bone. It truly lets clients know that we want the work”. With limited staff and resources, Michael values having a system that runs on auto-pilot to stay in touch with his customers.

One of the most praised PlanProphet workflows involve re-activating dormant accounts. Shane Parker from PIP Peoria adds that “inactive-account targeting has been a great addition to his center. The results have been even more powerful than we thought. Having a system that runs in the background to rekindle relationships has become a critical part of our marketing efforts.”

Need more online reviews? PlanProphet auto-deploys feedback emails to buyers exactly a week after orders are complete. John Griffies runs a printshop in Atlanta and shared that “in the last 9 weeks we have received 45 new 5-star reviews, which more than doubles the total number of reviews we previously had”.

PlanProphet is currently available only to PrintSmith and Printer’s Plan users. More supported print MIS platforms are expected in the future. To learn more or to book a Demo, visit www.planprophet.com