Association News

ProTech Launches Pro9 – Major Upgrade to its Specialist CRM Software

Enhanced features and functionality meet increasing user experience expectations from the market and ProTech clients


Free Upgrade to Pro9 for existing Pro-8 users


Aldridge, West Midlands, UK16 May, 2017: ProTech launched Pro9, the latest software upgrade of its Pan Government ‘OFFICIAL’ security accredited specialist CRM solution, to assembled clients at the ProTech ProInsight Workshop held in London on Wednesday 10 May. Attendees were given a first look at how Pro9’s newly designed UI (user interface) and UX (user experience) will meet increasing demands for a modern, highly intuitive CRM solution.


“Reflecting market demand for the best possible user experience, feedback from existing and prospective clients and our key stakeholders, highlighted that we needed to modernise and simplify ProTech’s UI to enhance the user experience we delivered,” said Jenny Parsons, ProTech’s COO.  


“When our clients tell us what they want, we listen. They were asking for a user experience of the highest level and that is exactly what Pro9 delivers,” added Parsons. “To ensure that our existing clients deploying Pro-8, the previous version of our CRM software, can take full advantage of our improved user experience, we are offering them a free upgrade to Pro9.”


The Pro9 intuitive UI now delivers screen and navigation menus that are easily accessible ensuring that users can quickly get to where they want to be within Pro9 enabling them to complete tasks or actions more productively and efficiently. The new UI has been significantly modernised and now aligns with industry best practice for web applications and also reflects the latest Microsoft user experience.


Enhanced search capability also increases productivity and efficiency by making it very simple and quick for users to find any type of data saved in Pro9. In turn, enhanced integration with Microsoft Outlook now makes it very easy for both inbound and outbound emails to be seamlessly accessed from Pro9.


Another key feature developed in response to user feedback is dashboard functionality. Pro9 now delivers highly sophisticated customisable dashboards to give users access to a real-time graphical overview of the key data they need to see.


Valuable data, such as the results of a recent marketing campaign, the number of new member registrations, how many renewals are pending or performance against sales targets, etc., can be retrieved from Pro9 and displayed within a single screen. The ability to view this critical data helps to drive more informed and faster decision making.


Pro9’s configurable dashboards give users and in turn senior management, a quick and easy way to monitor their NFP and Association’s performance. Users have complete visibility of what is happening across all departments, visibility allows performance to be continually measured – if you don’t measure it, you can’t improve it.


The new up-to-the-minute look and feel of Pro9 immediately reassures users that they are deploying a proven CRM solution, which takes full advantage of external UI and UX input, developed and designed using ProTech’s expertise, gained from successfully delivering CRM and change management solutions to the NFP for more than 20 years. ProTech’s CRM solution can be deployed on-premise or as Software as a Service (SaaS).


“Initial response to Pro9 has been very favourable and has confirmed that we will be delivering the user experience that our existing and potential clients are now demanding,” said Parsons. “We will continue to seek involvement with and feedback from clients and key stakeholders as we continue to develop Pro9 and will be holding webinars and demonstrations until the full software launch.”


It is anticipated that Pro9 will be available for upgrade by existing clients from July 2017 and for general release from September 2017.


About ProTech

For more than 20 years ProTech has been delivering specialist CRM software and change management services to the Not for Profit (NFP) sector. Its Pro-8 CRM software operates in a Microsoft environment and delivers easily configurable specialist NFP modules with CRM, workflow, process automation and reporting capability at their core: Membership & Subscriptions, Learning & Education, CPD, Event Management, Annual Appeal, Fundraising, Marketing & Campaigns and Sales Ledger.


By adding ProWeb, (secure digital platform) and ProCloud (a fully managed Cloud CRM offering) to its specialist CRM and change management solution portfolio, ProTech delivers a Government ‘OFFICIAL’ security accredited fully integrated web and CRM platform.


ProTech’s Lean3S, change management methodology based on Lean and Systems Thinking, and ensures that NFPs can fully optimise their investment in ProTech’s fully integrated web and CRM technology platform.


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