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   Integrated MIS, CRM,
Website & Marketing Solutions
Clarity Software                                                Integrated Business Solutions                                       www.clarity-software.com




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                                                                                                                 Integrated Business
                                                                                                                      Solutions



One Integrated Software System                                                                     More than just an MIS
Clarity Software increases margins and makes                                                           Clarity Web Services
you more efficient than ever before.                                                         website design & build | web stores |
By using our cutting-edge software products you win more orders and at
higher margins, whilst confidently rejecting those deals which look great                          customer portals | job tracking |
at first but can end up eating away all your hard-earned profits.
                                                                                          order processing | self-managed content
Accuracy is everything
We know that accuracy is everything when it comes to securing top                                        Clarity Marketing
margin in your jobs. If you can increase the exactness and consistency
of your quoting, perfectly organise the usage and flow of your stock                          data cleansing | target list building |
and streamline the efficiency of your shop floor and delivery, then your
business will flourish in any economic conditions.                                       email marketing | website visitor capture |
Over 4,500 users rely on Clarity                                                       auto-responder messages | online surveys |
Since 2001, more than 60% of the UK sign market and some of the                              event management | website forms |
best global digital print companies have depended on Clarity every day.
See how they have revolutionised their businesses, increasing their:
•	Visibility              •	Efficiency             •	Consistency                                          Clarity Go CRM
•	Organisation            •	Communication          •	Output                              contact management | Clarity Marketing |
•	Speed                   •	Automation             •	Customer Service
•	Accuracy                •	Professionalism        •	Quality of Working Life
                                                                                             quoting & estimating | sales activity |
                                                                                                   sales pipeline | sales analysis |
Immediate financial returns on investment                                                   activity calendar | website integration |
When you start using Clarity you breathe fresh air into your business,
generating new levels of profit on every job you carry out for your
customers. The ROI is clear to see, with measurable financial returns                         Clarity Professional MIS & CRM
hitting your bottom line almost instantly. Get ready to enjoy:
                                                                                            CRM, sales & marketing | estimating |
 •	Increased Turnover                    •	Paperless Office
                                                                                             powerful quoting | order processing |
 •	Time Savings                          •	Streamlined Customer Service
 •	Less Wastage                          •	Accurate Quotes                            goods & stock | production & manufacturing |
 •	Higher Margins                        •	Lower Costs                                  automated workflow | invoicing & delivery |
 •	Easy Decisions                        •	Precise Financial Forecasting
                                                                                               cost analysis | business reporting




                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                              Integrated Business Solutions                                     www.clarity-software.com




Combining cloud, mobile and local
network technology
Clarity Software’s modern suite of products uses
the best of all the latest technology platforms.
With Clarity you can embrace all the business benefits they offer and
build a flexible workflow that plays to your strengths, making you a
leaner, more focused operation.


Serving precise data to your chosen device
                                                                                 Our unique data synchronisation services
Times have changed. Information needs to be at our fingertips when and
where we need it and Clarity gives 360 degree visibility of your processs        Clarity Software is an integration specialist, offering ground-breaking
with options to access data from many mobile and desktop devices.                ways for businesses to update and share their data with everyone who
                                                                                 needs it.
When you implement Clarity across your business you join up all of your
departments and the tools they use, eliminating isolated working and             Our world-class developers have built customised sync tools that are
creating one all-powerful infrastructure that drives efficiency and profits.     constantly passing your data from one product to another using online,
                                                                                 offline and mobile technology.
                                                                                 This means you can negotiate with prospects, liaise with customers and
                                                                                 deliver products with 100% confidence that you are fully up-to-date with
                                                                                 contact information, price list costs, job status, installation schedules and
                                                                                 site equipment deliveries.




                                                                                 Adding up the rewards of a joined up solution
                                                                                 Clarity helps you make more money and the wider your system reaches,
                                                                                 the more cash you will see on your bottom line, with marginal gains in:

                                                                                 Fuel - Reduce travelling costs through smarter working
                                                                                 Phone calls - Eliminate unnecessary calls with improved communication
Work smarter to improve performance                                              Workflow - Minimise human error by automating processes
                                                                                 Labour - Eradicate double entry tasks, driving smarter working
Using the cloud, field-based staff at the sharp end of your business can
function out on site as they would in the office.                                Risk - Be confident in payment receipts with accurate client correspondence
                                                                                 Sales - Optimise your team with all the latest price and job information
Now your team can be fully optimised, managing their time efficiently and
eliminating the need to return to the office every time an estimate needs        Time - Speed up your cash flow by reducing overall work in progress time
raising or a quote confirming.




                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                               Integrated Business Solutions                                 www.clarity-software.com




             Clarity Web Services                                              Give your customers visibility of job progress
                                                                               How often do your customers ring in asking for an update on the
             Stunning websites that deliver results                            progress of their order? How much of your time does it take up?

Having a website is a must in today’s market.                                  Just think how much manual labour time you could eliminate by giving
                                                                               customers 24/7 updates of their orders online. It could save you a fortune
But having a stunning one which allows you to capture visitors                 and it’s simple to do on your website
directly into your Clarity MIS, take online orders and share job
progress with your customers beats the competition and wins you
more business.                                                                 Secure customer log in area
Clarity Web Services links your MIS system with the internet, opening up       Customers can log in to your website using a secure email address and
a new way for you to market and sell your products whilst driving your         password to access their private account area.
customer service quality to a whole new level .
                                                                               The information they see in their online account is decided by you under
Design & build of unique websites                                              strict controls and offers your customers an incredible online experience.
                                                                               You can use your secure area to communicate more personally with
Websites serve a number of key purposes common to almost any                   customers, giving them information such as:
business, with individual styles depending on the preference of the
company or creativity of the website designer.                                    •	Order history
                                                                                  •	Outstanding balances
But are you using the web to its full potential?
                                                                                  •	Payment options
For example, can you capture new prospects directly into your database            •	Progress of orders in production e.g. Scheduled, WIP, Completed
at any time of the day or week? Can you send an automated email to
your customer and your sales team as soon as someone makes an                     •	Expected delivery or installation dates
enquiry through your website? Can your customers browse or buy your               •	Courier consignment numbers
products online?
                                                                                  •	A message centre for contacting specific employees or teams
Clarity Web Services builds you a tailored, results-driven website from
the ground up, giving you an edge on your competitors and enabling                •	Artwork and document upload links
you to trade any time of the day and without any human involvement
whatsoever. You are selling 24/7.
                                                                               Outstanding service with reduced overheads
                                                                               The opportunities to evolve your business into the best in the industry are
Sell online and sync your Clarity price lists                                  huge with Clarity Web Services. It takes you into new territory, fights off
Clarity Web Store is a packaged solution for you to get selling your           your nearest rivals and streamlines your processes through increased
products online with the minimum of hassle.                                    automation and accuracy.
                                                                               It positions you alongside any size of online retailer, speeding up your
We know you don’t have the time to be updating your website with the           sales process and generating faster cash flow through your business.
latest products, prices and stock levels. That’s why we’ve done the hard
work for you, developing a way to constantly synchronise your Clarity          And all whilst providing customers with even better level of service.
price list items with your site, so you don’t have to re-enter anything.

With a Clarity Web Store you create a new sales revenue stream,
targeting buyers you may never have reached before.                                 www.clarity-webservices.com

                     Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                     Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                              Integrated Business Solutions                                   www.clarity-software.com




              Clarity Marketing                                                  Data Cleansing & Contact Management
                                                                                 Like almost all other businesses your contact database may be
              Generating leads has never been easier                             in a bit of a mess. Have you lost sight of your key prospects and
                                                                                 customers? Relax, here is the solution.

A TARGETED WAY TO MAKE MONEY                                                     Clarity Marketing makes it easy to tidy up all your contact data from
                                                                                 within the system and get you remarketing to all those prospects and
                                                                                 customers that may have slipped off the radar.
Clarity Marketing is your golden ticket to generating
fast qualified leads, without investing a fortune.                               Persuasive Intelligence™ for Targeted List Building
                                                                                 When you’re generating leads, the more precise you can be with
It’s a cloud-based system, meaning you can access it from anywhere at
                                                                                 your target list, the better chance you have of winning orders.
any time using virtually any mobile or desktop device. You simply need
an internet connection and you’re away.                                          Any marketing or sales director will tell you rifle-shot campaigns are
                                                                                 always the most succesful. Well, we’ve innovated target marketing
Beginners love it, advanced users swear by it.                                   beyond anything created before with our unique Persuasive Intelligence™
Identify the most likely buyers for your product or service. Easily generate     list building tools. You need to see it to believe it.
leads in a flash. Capture visitors to your website directly into your Clarity
database. Automate emails to follow up your contacts when they click on          Email Message Designer
a link. Take decisions on whether to invest in new campaigns based on            Use our flexible, powerful and user-friendly message designer to allow
current and previous results.                                                    create your own stunning emails and save them as templates. Use any
With Clarity you can take your commercial operation to whole new level,          combination of dynamic data fields such as forename, contract type or
using intelligent, real-time information to minimise your risk and ensure        account status to personalise your messages and make your recipients
the best possible returns from your marketing campaigns.                         feel special, driving responses and results.

Want to grow? Now’s your chance. Just take a look at what you can                Auto-Responder Emails Triggered by Customer Actions
do with Clarity Marketing:                                                       By using our auto-responder feature you can create an automated
                                                                                 workflow of emails that are triggered by signups, event registrations,
                                                                                 enquiry submissions, clicks, opens, lands and more.

   •	 Cleanse your data properly (at last!) and keep it clean
                                                                                                 Integration
   •	 Create dynamic targeted contact lists
                                                                                 Clarity Marketing synchronises directly with Clarity Professional MIS,
   •	 Carry out bulk email marketing campaigns
                                                                                 passing live campaign and activity data in both directions.
   •	 Auto-respond to clicks, signups, follows and more
   •	 Capture visitors directly from your website                                Dynamic Reporting with Dashboard Views
   •	 Synchronise data with Clarity Professional MIS                             Imagine seeing your results come in as soon as they happen - your
   •	 Publish online surveys with automated responses                            campaign could be profitable within minutes of publishing messages,
   •	 Register contacts for events                                               surveys, forms and other activities.
   •	 Create online forms for feedback, competitions and more
   •	 Manage all your marketing campaigns in one place                                 Take a free trial today! It’s a no risk guarantee
   •	 View all your real-time activity in dynamic reports
                                                                                         www.clarity-marketing.com
                                                                                                 and we’ll be there to help you get started
                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                                Integrated Business Solutions                                 www.clarity-software.com




              Clarity Go                                                         Contact & activity management
                                                                                 Clarity Go gives you access to view and log all your contact and
              CRM and quoting on the move                                        activity information exactly when you need to.

Growth in your business is about an increase in                                  No longer do you have to wait to follow up an enquiry or close a deal.
                                                                                 And most importantly, nor does the customer.
sales in the same time period as before.
                                                                                 Now you’re able to log calls, set meetings in your diary, pick up leads
But where do you start? And how do you do it?                                    and raise quotations sat next to your clients, meaning you can make
The front end of your company is where the real activity takes place;            revisions without having to return for another meeting or survey.
where the key decisions that impact the order book are won and lost.             It will cut your sales cycle down by hours, days, even weeks in some
It’s essential that your estimators, quoters and sales & marketing people        cases, whilst reducing your travel and communication costs.
are as productive as possible, so they really need the same tools they
use in the office at their fingertips in the field.
Clarity Go is a new lease of life. It empowers mobile working. It makes
your remote team effective from wherever they are and at times that suit
their own activity calendar. It keeps them motivated and in control.




                                                                                    YOUR
                                                                                     MIS


                                                                                           Add new contacts and companies from anywhere

                                                                                 Redefining CRM software
  YOUR                                                                           Clarity Go is no ordinary CRM system. It’s a new breed of role-based
   MIS
                                                                                 software, offering total integration of website, estimating, sales and
         Work smarter using your mobile activity calendar                        marketing processes, including the entire Clarity Marketing suite.

                                                                                 Each area of the system is easily accessible with dashboards and
Get Clarity through your web browser                                             widgets serving you with the information that matters most to your role.
As Clarity Go is a cloud-based CRM product, you can access it through a
secure compatible https web browser such as Google Chrome or Apple               This is true modern working, allowing you to carry out:
Safari. It’s optimised for tablets and smart phones, giving you the best
user experience regardless of your preferred device.                               •	 Targeted list building for dynamic campaigns and strategies
It’s a simple-to-use, logical system packed with key functionality to make         •	 Email marketing with an easy-to-use designer and templates
your marketing, quoting & estimating, sales and customer teams work at             •	 Estimating and quoting using your Clarity Pro price lists
full throttle. It’s Clarity but on the web, and synchronises with your core        •	 Sales forecasting and pipeline management
Clarity Professional system in real time, keeping everyone in the office
                                                                                   •	 Web marketing, capturing data directly into your database
updated with all field activity as it happens.




                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                              Integrated Business Solutions                                    www.clarity-software.com




Sales pipeline management                                                                        integration for flexible working
Revolutionise the way you manage your sales                                      Motivate your staff by offering a choice of systems
forecasting and closing using Clarity Go                                         Clarity Go uses our unique data synchronisation services to push and
                                                                                 receive live data from your core Clarity Professional MIS.
Never before could you access and co-ordinate your sales and
marketing activity with so much flexibility.
The sales functionality in Go helps you analyse your quoting history, your
closure rates, your win / loss reasons, your star performers, your best
marketing campaigns and your biggest-selling products.
It’s completely flexible in the way it presents information, enabling you to
optimise your quoting, estimating and sales process, and develop clever
new ways to close down every opportunity you have in your pipeline.




                                                                                    YOUR
                                                                                     MIS



                                                                                           Get Go syncing directly with Pro

                                                                                 This empowers your staff with flexibility on which system they can use,
                                                                                 depending on their role, their preferred computer device and the depth of
                                                                                 functionality they require.

  YOUR
                                                                                 Clarity Professional is the main brain of your software infrastructure;
   MIS
                                                                                 the core MIS for all systems to join up with and share critical business
         Build your own layout and save it for fast reporting                    information to be interpreted.
                                                                                 All activity that takes place in Professional automatically syncs with Go,
                                                                                 meaning your remote staff have total peace of mind that everything they
Personalise your dashboard for easy analysis                                     see or use in their system is right up to date and 100% reliable.
In Go you can manipulate sales data into your way of thinking. You no
longer need to rely on guesswork or hunches. The stats don’t lie, so you
can draw upon past sales experiences to shorten your current sales
cycles and increase the probability of your winning the order.
                                                                                    Get Go-ing today
Using the sales dashboard you can pick and choose from all of your
                                                                                    A new door has opened for your employees to walk through which
sales criteria and create customised layouts.
                                                                                    can have a major impact on your bottom line, with the rewards
Then you can save them for future reference, giving you instant access              deliverable as soon as you get started.
to the most important sales information in real time.
                                                                                    To find out more about Clarity Go and request a web demo, call our
By getting closer to your deals, your customers and your team                       sales and account management team on +44 (0)121 248 2448
members using Clarity Go’s interactive sales dashboard you speed
up lead times and win more orders.




                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Website Design
    Web Marketing, CRM & Quoting
                                                              Core Site Design &
                                                                                      Web Store
                                                                    Build
      Contact Data
      Management         Marketing Activity                    Automated Order       Clarity Mar
                                                                 Processing            & Pro Int
                            Customer
   Website Integration     Relationship
                           Management

       Quoting &
                           Sales Activity
       Estimating

     Sales Analysis       Sales Pipeline




                                                                            Your Core Busin
    Automated Artwork

                                              CRM, Sales &     Order         Goods & Stock
                                               Marketing     Processing       Management


                                                Contact      Sales & Work
    Automated Workflow                                                       Stock Allocation
                                              Management        Orders


                                               Marketing                        Off-Cut
                                                             BOM & BOL
                                               Campaigns                      Management
Extended Clarity Family
                                                                             Make Items For
                                               Price Lists   Requisitions
                                                                                 Stock


  CRM & Order Processing                       Quoting &      Purchase
                                                                                   Picking
                                               Estimating      Orders


                                                 Sales                             Stock
                                                               Invoicing
                                              Management                         Validations

   Basic CRM & Quoting
n & Integration
                                                            Web, Email & Offline Marketing
               Customer Portals, Job
e Solutions                                                                        Targeted List
                    Tracking                                Data Cleansing
                                                                                     Building
rketing, Go,       Simple Content
 tegration         Management                               Email & Online
                                                                                 Offline Marketing
                                                             Marketing

                                                              Campaign               Website
                                                             Management             Integration

                                                                                    Event
                                                            Online Surveys
                                                                                  Management

                                                            Auto-responder         Reporting &
                                                                Emails              Analysis



ness MIS & CRM


                         Invoicing &         Analysing &
   Manufacturing
                           Delivery           Reporting


                        Full & Partial        Job Cost
     Job Cards
                         Invoicing            Analysis                           3G & Wi-Fi
                                                                                 Mobile App
                            Sage,
   Schedulling &                            Employee Time
                        QuickBooks &
   Gant Charting       Pastel Integration
                                               Sheets
                                                                    Clarity Proof of Delivery
                                               KPI &
     Job Status        Multiple Invoice
                                             Department             Send Jobs       Progress
      Tracking         & Posting Types                               To Site        Tracking
                                              Reporting
                                                                     Photos &        Sync to
      Capacity          Full & Partial        Business              Signatures      Clarity Pro
      Planning         Delivery Notes         Analysis


     SFDC Time                                Bespoke
                      Proof of Delivery
     Recording                                Reporting
Clarity Software                                                Integrated Business Solutions                                   www.clarity-software.com




              Clarity Professional                                               CRM, sales & marketing
                                                                                 Clarity Professional contains a complete suite of modules to help you
              Business Wide CRM & MIS                                            improve your contact management, customer communications, lead
                                                                                 generation and sales forecasting.
The central core of your business                                                But the real power is in its quoting and estimating.
Clarity Professional is the main software engine of your company,
providing the central Management Information System (MIS) and
hub for all your business processes to pass through.
It’s a multi-user, multi-company and multi-currency system offering a
complete suite of modules which can be configured and scaled up to
meet your small or medium-sized business needs.
Interfacing with Clarity Marketing, Clarity Go, Clarity Web Services and
our Clarity Proof of Delivery mobile app, Clarity Professional is the glue
that binds your company together, providing integration with third party
workflow solutions and accounting software packages.

Go paperless and get organised                                                      YOUR
                                                                                     MIS

Implementing Clarity Professional means individuals no longer need to                      Powerful calculation wizards make complex quotes easy
work in isolation using pieces of paper and spread sheets.
Everything is located on your central Microsoft SQL server, giving system        Using unrivalled calculation wizards - with specialist wizards for the sign,
users access to company data when they need it, with any personal                graphic display and digital print industries amongst others - incredibly
restrictions set using preference settings and licences.                         complex quotations can be worked out at jaw-dropping speed with
                                                                                 absolute precision.
You create a paperless workflow that your entire business can trust, with
specialised modular functionality enabling each department to reduce             With just one click they can be branded with your company logo and
errors and enhance their performance.                                            emailed directly from Clarity right into the customer’s inbox and revisions
                                                                                 and repeat orders are simple tasks that takes seconds to complete. It’s a
Clarity Professional takes the stress away from your working life,               winning process that beats competitors.
making your business operate smoothly and efficiently.
                                                                                 With Clarity Professional driving your quoting and estimating processes
                                                                                 you can save hours in administration, increase consistency and secure
                                                                                 more margin in every job you take on. Equally, you gain the confidence
                                                                                 to say no to those tempting deals that can turn out to be worthless.


                                                                                 Automated order processing
                                                                                 Generate customised sales, purchase and works orders
                                                                                 Once your order is confirmed, your accounts team can raise invoices
                                                                                 using Clarity and the responsibility moves on to deliver the job or service
                                                                                 as professionally as possible.
                                                                                 Electronic works orders are automatically generated from the quote
                                                                                 raised by your estimator or sales person, enabling the production and
  YOUR
   MIS                                                                           shop floor team to have immediate visibility of the job requirements
         Interactive sales dashboard for easy analysis                           including the Bill of Labour, Bill of Materials and any requisitions for stock
                                                                                 orders needing to be made.



                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                                Integrated Business Solutions                                     www.clarity-software.com




Goods & stock management                                                           Analysing & reporting
How accurately do you manage your stock levels?                                    Get Clarity across your business
Do you know how much your wastage is costing?
                                                                                   Measure. Report. Analyse. Improve.
Booking stock into stores, picking stock for jobs and managing your
partial usage and off-cuts is easy with our integrated stock module. Your          Data capture is one thing but interpretation is another. Clarity
business data seamlessly flows through from confirmed order to the                 Professional has clinical business intelligence tools integrated into
shop floor, making the whole process clearly visible and traceable.                the system, so you can drill down and analyse your key performance
                                                                                   indicators and use them to make positive decisions.

Production & shop floor manufacturing                                              Job costing & analysis
Lean production processes                                                          View in absolute precision your estimated vs actual costs on every job
                                                                                   your produce using stunning, interactive Pie Charts and graphs.
Jobs need to be properly scheduled to make sure you minimise errors,
use the correct part and stock quantities and hit your delivery deadlines.         Filter jobs by combining many fields such as Customer and/or Job Type
                                                                                   and then study the segmented Pie Charts to see where costs were
Clarity Professional provides the capacity planning and Gantt Chart tools
                                                                                   saved or lost.
for you to organise and manage your workflow easily. Create job cards,
see the status of your jobs using clear traffic light indicators and have the      Add time sheets and expenses to view all the job costs in one simple
power to re-schedule instantly in response to your business demands.               interface, making it easy to fine tune your repeats and ensure you protect
                                                                                   all your margin in similar quotes.
Get lean and super-efficient in production with Clarity.

                                                                                   Report builder
Browser-based shop floor data collection (SFDC)
                                                                                   Over 200 reports are built in to your report library covering all areas of
Our simple and modern way to log production times on your shop floor
                                                                                   the business, giving you instant visibility of your performance at the click
uses a web browser on your local network, bringing devices such as
                                                                                   of a button.
iPads into play for immediate reporting from your workstation.
                                                                                   Learn which marketing campaigns are the most profitable, what products
With SFDC you can track your estimated vs actual production times to               sell the best, how many orders are awaiting invoice and more, increasing
the second and collect information to produce employee time sheets.                your awareness and synergy with your day-to-day performance.
                                                                                   Bespoke reports are created using advanced filters and configuration
Invoicing & accounting                                                             tools, with your customised designer enabling you to personalise and
                                                                                   brand them to your liking.
Raise full and partial invoices, credit notes, full and partial delivery notes
and use multiple invoicing and posting types to manage your customer               Our report builder gives you the power to refine and improve.
accounting effectively and proficiently.
Sage, Sage Pastel and QuickBooks integration
Clarity Professional dynamically links with Sage Instant, Sage 50, Sage              To see the incredible impact Clarity Professional
200, Sage Pastel and QuickBooks accounts software.                                        has on your business, call us today on
This saves hours in double entry, passing invoice and credit data and                               +44 (0)121 248 2448
sharing nominal code structures.

                                                                                        www.clarity-software.com/pro

                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                                  Integrated Business Solutions                                   www.clarity-software.com




                Delivery & onsite                                                  Important documents such as site plans, design drawings and entrance
                installation tracking                                              passes can also be sent to and stored in the device. It’s true mobile
                                                                                   working synchronising directly back to your office-based MIS.


Track, manage and sign off your on-site jobs
After your team has ensured precision and quality in the production of
your jobs, you need to know that the delivery and fitting is being carried
out to the same exceptional standard.
With the Deliveries module in Clarity Professional you can manage your
fitting and delivery schedule electronically from start to finish, giving you
increased visibility and control of your projects.
Deliveries is a ground-breaking module that sits alongside Production
and Invoices in your Clarity Professional system. It enables you to create
and schedule delivery jobs once the production process has been
                                                                                     YOUR
completed, making them visible in your Clarity calendar. The status of                MIS


the job is colour-coded, making it easy for you to interpret at a glance                    Scheduling & editing your delivery in Clarity Professional
whether the job is completed or still on-going.

                                                                                   Improving your service
                                                                                   Customer satisfaction is the key to repeat orders and bigger
                                                                                   opportunities. Clarity POD furnishes your site teams with the ability to
                                                                                   take sign-off signatures from your customers directly onto their device,
                                                                                   documenting evidence of their satisfaction and kick-starting your post-
                                                                                   sales process.
                                                                                   And your site teams can leave knowing that all the required
                                                                                   documentation is already with you, making huge savings in travel costs,
                                                                                   paper and time to return information back to the office.

                                                                                   Quick and organised POD means that invoices can be raised
  YOUR                                                                             promptly, any delivery disputes are eradicated and you have cash
   MIS
                                                                                   in your bank quicker.
         Calendar view in Deliveries


The Deliveries Module sends the job directly via 3G or Wi-Fi to the Clarity
Proof of Delivery Apple or Android app that your external team use out on            Deliveries is the missing piece of your business workflow, saving
site. The app is available as a free download to anyone with an Apple or             hours in needless paper-based administration and improving your
Android mobile device, giving you complete flexibility on who can receive            customer service.
your jobs, whether they are internal employees or third party contractors.           The result of a fully joined up system is a fluid combination of critical
The Clarity job reference number is assigned to each job that you push               business information from all departments, enabling your company to
to your on-site teams. Images of job progress and completion can be                  reach its true potential and take giant strides towards unprecedented
taken on site using the mobile device, with job notes logged alongside them.         profit levels. Experience it today.




                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                                Integrated Business Solutions          www.clarity-software.com




              Clarity Proof of Delivery
              Mobile App
Now you can be more mobile and work smarter
with the ultimate mobile tool for managing your
deliveries, fittings, installations and on-site jobs.




                     Destination & Communication
                     •	 See the job reference and location address
                     •	 Use the Maps app to pinpoint your site location
                     •	 One touch to call or text your client
                     •	 Receive documents and notes relating to the job




                     Tracking the Job Progress
                     •	 Work through a list of individual job items
                     •	 Start, Stop, Hold and Complete jobs in real time
                     •	 Add valuable job notes during the process
                     •	 Push visibility of progress to the Deliveries Module




                     Photo Evidence & Sign-Off
                     •	 Take photos of your work using your device
                     •	 Get an on-screen signature from your client
                     •	 Automatically time-stamp your evidence
                     •	 Sign the job off directly from site
                                                                                     www.clarity-software.com/mobile

                     Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                     Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                                 Integrated Business Solutions                                  www.clarity-software.com




Outstanding customer service                                                      Our dedicated support team

At Clarity Software we work for you, so providing                                 We’re always here to help with your software
outstanding service is our number one priority.                                   Implementing a new system is exciting and rewarding. To ensure you
From the moment you make contact with our team our service begins,                reap the benefits as early as possible, our dedicated team of support
with our sales and product specialists helping you identify the key               engineers are just a phone call or email away.
benefits and investment returns that are unique to your business.




                                                                                     YOUR
                                                                                      MIS



  YOUR
   MIS
                                                                                            Dedicated support team

         Regular customer workshops & user group meetings                         Telephone support from our UK-based help desk
                                                                                  Based in the middle of the UK, our telephone support line is open during
A choice of purchase and rental options                                           office hours so you can call in with your questions and get them resolved
                                                                                  quickly and efficiently by real people. All calls are logged in our system.
Depending on the products and services you are choosing, Clarity
Software offers a choice of options to suit your requirements.                    Conveniently log queries through your website account

Renting your software                                                             To make life even easier, you can log queries through your
                                                                                  clarity-software.com website account and it goes straight into our call
If you are renting the software using our SaaS (Software as a Service)            logging system. In your account you see your call history and access a host
options, full support and software upgrades are normally included within          of other superb service functions’ documentation and training materials.
your monthly payment.

Purchasing your software outright
If your strategy is to buy the software outright and the option is available
to do so, then you can ensure your system is supported, kept up to date
and maintained by taking a support contract alongside your purchase.




         support@clarity-software.com
                                                                                     YOUR
                                                                                      MIS


                                                                                             Log queries directly through our website


                      Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                      Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
Clarity Software                                              Integrated Business Solutions                                    www.clarity-software.com




Solid training for the best ROI                                                   Our long term commitment to you

Our customers testify that the biggest investment                                 New features, new services, new rewards
returns come from good system training
                                                                                  Clarity Software is constantly updating its software products with ground-
Your staff need to be performing to the best of their ability and harness all     breaking new features that drive your industry into new territories.
the savings and profit gains from within the system.
                                                                                  Our world-class team of developers respond to market and individual
It’s proven that solid training on implementation is fundamental in               needs with many of the new releases influenced by the priceless
driving faster returns, creating a happier, more motivated workforce that         feedback logged in our Suggestion Box.
improves your results.
                                                                                  But we know the importance of forming strong relationships with
As your company grows, with new staff and system requirements                     you at every juncture, which is why we invest in regular customer
developing, Clarity Software offers a number of training options for you to       communications and keep you in touch with all developments at Clarity
take advantage of and unlock new ways to improve your processes.                  Software HQ.

Training workshops                                                                Account managers
Clarity holds regular training workshops at our UK headquarters, offering         Our experienced team of account managers look after you throughout
your staff the chance to come and improve their skills with like-minded           your implementation and beyond, addressing any concerns and teething
Clarity users and find out some golden hints and tips from our experts.           troubles that you may have as you migrate to Clarity.

Onsite training                                                                   Webinars
If you have more targeted aims and objectives, then our support &                 We operate regular Webinars for our customers, giving you the
installation team can structure a tailored day and train you at your              chance to see new modules, new products and new ways of working
premises. These can be to one or many employees, depending on your                demonstrated over the internet.
needs and capacity.

Web training
Using the internet we can provide personalised interactive training               Contact our team today
sessions without the need for you to incur travel expenses. These are
available in hourly slots and can be scheduled at any time during our
office hours.
                                                                                        With over 23 established years in the MIS,
Help documentation & videos                                                             CRM and business software industry,
Throughout our software products you will find detailed help sections,                  Clarity Software can help make your business
getting started guides, links to online videos on our YouTube Channel                   dreams a reality. Speak to us today.
and more, making your experience with Clarity smooth and enjoyable.




           Tel: +44 (0)121 248 2448                                                   www.clarity-software.com



                   Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
                   Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
www.clarity-software.com




Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK
Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com

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Explore the Clarity Software Integrated Business Solution

  • 1. ery W e iv bs l De ite One System Pro tin & du tio g le s Sa rke c n Ma Integrated MIS, CRM, Website & Marketing Solutions
  • 2. Clarity Software Integrated Business Solutions www.clarity-software.com ery W e iv l bs De ite YOUR MIS Pro tin & du g tio le s Sa rke c n Ma Integrated Business Solutions One Integrated Software System More than just an MIS Clarity Software increases margins and makes Clarity Web Services you more efficient than ever before. website design & build | web stores | By using our cutting-edge software products you win more orders and at higher margins, whilst confidently rejecting those deals which look great customer portals | job tracking | at first but can end up eating away all your hard-earned profits. order processing | self-managed content Accuracy is everything We know that accuracy is everything when it comes to securing top Clarity Marketing margin in your jobs. If you can increase the exactness and consistency of your quoting, perfectly organise the usage and flow of your stock data cleansing | target list building | and streamline the efficiency of your shop floor and delivery, then your business will flourish in any economic conditions. email marketing | website visitor capture | Over 4,500 users rely on Clarity auto-responder messages | online surveys | Since 2001, more than 60% of the UK sign market and some of the event management | website forms | best global digital print companies have depended on Clarity every day. See how they have revolutionised their businesses, increasing their: • Visibility • Efficiency • Consistency Clarity Go CRM • Organisation • Communication • Output contact management | Clarity Marketing | • Speed • Automation • Customer Service • Accuracy • Professionalism • Quality of Working Life quoting & estimating | sales activity | sales pipeline | sales analysis | Immediate financial returns on investment activity calendar | website integration | When you start using Clarity you breathe fresh air into your business, generating new levels of profit on every job you carry out for your customers. The ROI is clear to see, with measurable financial returns Clarity Professional MIS & CRM hitting your bottom line almost instantly. Get ready to enjoy: CRM, sales & marketing | estimating | • Increased Turnover • Paperless Office powerful quoting | order processing | • Time Savings • Streamlined Customer Service • Less Wastage • Accurate Quotes goods & stock | production & manufacturing | • Higher Margins • Lower Costs automated workflow | invoicing & delivery | • Easy Decisions • Precise Financial Forecasting cost analysis | business reporting Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 3. Clarity Software Integrated Business Solutions www.clarity-software.com Combining cloud, mobile and local network technology Clarity Software’s modern suite of products uses the best of all the latest technology platforms. With Clarity you can embrace all the business benefits they offer and build a flexible workflow that plays to your strengths, making you a leaner, more focused operation. Serving precise data to your chosen device Our unique data synchronisation services Times have changed. Information needs to be at our fingertips when and where we need it and Clarity gives 360 degree visibility of your processs Clarity Software is an integration specialist, offering ground-breaking with options to access data from many mobile and desktop devices. ways for businesses to update and share their data with everyone who needs it. When you implement Clarity across your business you join up all of your departments and the tools they use, eliminating isolated working and Our world-class developers have built customised sync tools that are creating one all-powerful infrastructure that drives efficiency and profits. constantly passing your data from one product to another using online, offline and mobile technology. This means you can negotiate with prospects, liaise with customers and deliver products with 100% confidence that you are fully up-to-date with contact information, price list costs, job status, installation schedules and site equipment deliveries. Adding up the rewards of a joined up solution Clarity helps you make more money and the wider your system reaches, the more cash you will see on your bottom line, with marginal gains in: Fuel - Reduce travelling costs through smarter working Phone calls - Eliminate unnecessary calls with improved communication Work smarter to improve performance Workflow - Minimise human error by automating processes Labour - Eradicate double entry tasks, driving smarter working Using the cloud, field-based staff at the sharp end of your business can function out on site as they would in the office. Risk - Be confident in payment receipts with accurate client correspondence Sales - Optimise your team with all the latest price and job information Now your team can be fully optimised, managing their time efficiently and eliminating the need to return to the office every time an estimate needs Time - Speed up your cash flow by reducing overall work in progress time raising or a quote confirming. Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 4. Clarity Software Integrated Business Solutions www.clarity-software.com Clarity Web Services Give your customers visibility of job progress How often do your customers ring in asking for an update on the Stunning websites that deliver results progress of their order? How much of your time does it take up? Having a website is a must in today’s market. Just think how much manual labour time you could eliminate by giving customers 24/7 updates of their orders online. It could save you a fortune But having a stunning one which allows you to capture visitors and it’s simple to do on your website directly into your Clarity MIS, take online orders and share job progress with your customers beats the competition and wins you more business. Secure customer log in area Clarity Web Services links your MIS system with the internet, opening up Customers can log in to your website using a secure email address and a new way for you to market and sell your products whilst driving your password to access their private account area. customer service quality to a whole new level . The information they see in their online account is decided by you under Design & build of unique websites strict controls and offers your customers an incredible online experience. You can use your secure area to communicate more personally with Websites serve a number of key purposes common to almost any customers, giving them information such as: business, with individual styles depending on the preference of the company or creativity of the website designer. • Order history • Outstanding balances But are you using the web to its full potential? • Payment options For example, can you capture new prospects directly into your database • Progress of orders in production e.g. Scheduled, WIP, Completed at any time of the day or week? Can you send an automated email to your customer and your sales team as soon as someone makes an • Expected delivery or installation dates enquiry through your website? Can your customers browse or buy your • Courier consignment numbers products online? • A message centre for contacting specific employees or teams Clarity Web Services builds you a tailored, results-driven website from the ground up, giving you an edge on your competitors and enabling • Artwork and document upload links you to trade any time of the day and without any human involvement whatsoever. You are selling 24/7. Outstanding service with reduced overheads The opportunities to evolve your business into the best in the industry are Sell online and sync your Clarity price lists huge with Clarity Web Services. It takes you into new territory, fights off Clarity Web Store is a packaged solution for you to get selling your your nearest rivals and streamlines your processes through increased products online with the minimum of hassle. automation and accuracy. It positions you alongside any size of online retailer, speeding up your We know you don’t have the time to be updating your website with the sales process and generating faster cash flow through your business. latest products, prices and stock levels. That’s why we’ve done the hard work for you, developing a way to constantly synchronise your Clarity And all whilst providing customers with even better level of service. price list items with your site, so you don’t have to re-enter anything. With a Clarity Web Store you create a new sales revenue stream, targeting buyers you may never have reached before. www.clarity-webservices.com Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 5. Clarity Software Integrated Business Solutions www.clarity-software.com Clarity Marketing Data Cleansing & Contact Management Like almost all other businesses your contact database may be Generating leads has never been easier in a bit of a mess. Have you lost sight of your key prospects and customers? Relax, here is the solution. A TARGETED WAY TO MAKE MONEY Clarity Marketing makes it easy to tidy up all your contact data from within the system and get you remarketing to all those prospects and customers that may have slipped off the radar. Clarity Marketing is your golden ticket to generating fast qualified leads, without investing a fortune. Persuasive Intelligence™ for Targeted List Building When you’re generating leads, the more precise you can be with It’s a cloud-based system, meaning you can access it from anywhere at your target list, the better chance you have of winning orders. any time using virtually any mobile or desktop device. You simply need an internet connection and you’re away. Any marketing or sales director will tell you rifle-shot campaigns are always the most succesful. Well, we’ve innovated target marketing Beginners love it, advanced users swear by it. beyond anything created before with our unique Persuasive Intelligence™ Identify the most likely buyers for your product or service. Easily generate list building tools. You need to see it to believe it. leads in a flash. Capture visitors to your website directly into your Clarity database. Automate emails to follow up your contacts when they click on Email Message Designer a link. Take decisions on whether to invest in new campaigns based on Use our flexible, powerful and user-friendly message designer to allow current and previous results. create your own stunning emails and save them as templates. Use any With Clarity you can take your commercial operation to whole new level, combination of dynamic data fields such as forename, contract type or using intelligent, real-time information to minimise your risk and ensure account status to personalise your messages and make your recipients the best possible returns from your marketing campaigns. feel special, driving responses and results. Want to grow? Now’s your chance. Just take a look at what you can Auto-Responder Emails Triggered by Customer Actions do with Clarity Marketing: By using our auto-responder feature you can create an automated workflow of emails that are triggered by signups, event registrations, enquiry submissions, clicks, opens, lands and more. • Cleanse your data properly (at last!) and keep it clean Integration • Create dynamic targeted contact lists Clarity Marketing synchronises directly with Clarity Professional MIS, • Carry out bulk email marketing campaigns passing live campaign and activity data in both directions. • Auto-respond to clicks, signups, follows and more • Capture visitors directly from your website Dynamic Reporting with Dashboard Views • Synchronise data with Clarity Professional MIS Imagine seeing your results come in as soon as they happen - your • Publish online surveys with automated responses campaign could be profitable within minutes of publishing messages, • Register contacts for events surveys, forms and other activities. • Create online forms for feedback, competitions and more • Manage all your marketing campaigns in one place Take a free trial today! It’s a no risk guarantee • View all your real-time activity in dynamic reports www.clarity-marketing.com and we’ll be there to help you get started Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 6. Clarity Software Integrated Business Solutions www.clarity-software.com Clarity Go Contact & activity management Clarity Go gives you access to view and log all your contact and CRM and quoting on the move activity information exactly when you need to. Growth in your business is about an increase in No longer do you have to wait to follow up an enquiry or close a deal. And most importantly, nor does the customer. sales in the same time period as before. Now you’re able to log calls, set meetings in your diary, pick up leads But where do you start? And how do you do it? and raise quotations sat next to your clients, meaning you can make The front end of your company is where the real activity takes place; revisions without having to return for another meeting or survey. where the key decisions that impact the order book are won and lost. It will cut your sales cycle down by hours, days, even weeks in some It’s essential that your estimators, quoters and sales & marketing people cases, whilst reducing your travel and communication costs. are as productive as possible, so they really need the same tools they use in the office at their fingertips in the field. Clarity Go is a new lease of life. It empowers mobile working. It makes your remote team effective from wherever they are and at times that suit their own activity calendar. It keeps them motivated and in control. YOUR MIS Add new contacts and companies from anywhere Redefining CRM software YOUR Clarity Go is no ordinary CRM system. It’s a new breed of role-based MIS software, offering total integration of website, estimating, sales and Work smarter using your mobile activity calendar marketing processes, including the entire Clarity Marketing suite. Each area of the system is easily accessible with dashboards and Get Clarity through your web browser widgets serving you with the information that matters most to your role. As Clarity Go is a cloud-based CRM product, you can access it through a secure compatible https web browser such as Google Chrome or Apple This is true modern working, allowing you to carry out: Safari. It’s optimised for tablets and smart phones, giving you the best user experience regardless of your preferred device. • Targeted list building for dynamic campaigns and strategies It’s a simple-to-use, logical system packed with key functionality to make • Email marketing with an easy-to-use designer and templates your marketing, quoting & estimating, sales and customer teams work at • Estimating and quoting using your Clarity Pro price lists full throttle. It’s Clarity but on the web, and synchronises with your core • Sales forecasting and pipeline management Clarity Professional system in real time, keeping everyone in the office • Web marketing, capturing data directly into your database updated with all field activity as it happens. Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 7. Clarity Software Integrated Business Solutions www.clarity-software.com Sales pipeline management integration for flexible working Revolutionise the way you manage your sales Motivate your staff by offering a choice of systems forecasting and closing using Clarity Go Clarity Go uses our unique data synchronisation services to push and receive live data from your core Clarity Professional MIS. Never before could you access and co-ordinate your sales and marketing activity with so much flexibility. The sales functionality in Go helps you analyse your quoting history, your closure rates, your win / loss reasons, your star performers, your best marketing campaigns and your biggest-selling products. It’s completely flexible in the way it presents information, enabling you to optimise your quoting, estimating and sales process, and develop clever new ways to close down every opportunity you have in your pipeline. YOUR MIS Get Go syncing directly with Pro This empowers your staff with flexibility on which system they can use, depending on their role, their preferred computer device and the depth of functionality they require. YOUR Clarity Professional is the main brain of your software infrastructure; MIS the core MIS for all systems to join up with and share critical business Build your own layout and save it for fast reporting information to be interpreted. All activity that takes place in Professional automatically syncs with Go, meaning your remote staff have total peace of mind that everything they Personalise your dashboard for easy analysis see or use in their system is right up to date and 100% reliable. In Go you can manipulate sales data into your way of thinking. You no longer need to rely on guesswork or hunches. The stats don’t lie, so you can draw upon past sales experiences to shorten your current sales cycles and increase the probability of your winning the order. Get Go-ing today Using the sales dashboard you can pick and choose from all of your A new door has opened for your employees to walk through which sales criteria and create customised layouts. can have a major impact on your bottom line, with the rewards Then you can save them for future reference, giving you instant access deliverable as soon as you get started. to the most important sales information in real time. To find out more about Clarity Go and request a web demo, call our By getting closer to your deals, your customers and your team sales and account management team on +44 (0)121 248 2448 members using Clarity Go’s interactive sales dashboard you speed up lead times and win more orders. Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 8. Website Design Web Marketing, CRM & Quoting Core Site Design & Web Store Build Contact Data Management Marketing Activity Automated Order Clarity Mar Processing & Pro Int Customer Website Integration Relationship Management Quoting & Sales Activity Estimating Sales Analysis Sales Pipeline Your Core Busin Automated Artwork CRM, Sales & Order Goods & Stock Marketing Processing Management Contact Sales & Work Automated Workflow Stock Allocation Management Orders Marketing Off-Cut BOM & BOL Campaigns Management Extended Clarity Family Make Items For Price Lists Requisitions Stock CRM & Order Processing Quoting & Purchase Picking Estimating Orders Sales Stock Invoicing Management Validations Basic CRM & Quoting
  • 9. n & Integration Web, Email & Offline Marketing Customer Portals, Job e Solutions Targeted List Tracking Data Cleansing Building rketing, Go, Simple Content tegration Management Email & Online Offline Marketing Marketing Campaign Website Management Integration Event Online Surveys Management Auto-responder Reporting & Emails Analysis ness MIS & CRM Invoicing & Analysing & Manufacturing Delivery Reporting Full & Partial Job Cost Job Cards Invoicing Analysis 3G & Wi-Fi Mobile App Sage, Schedulling & Employee Time QuickBooks & Gant Charting Pastel Integration Sheets Clarity Proof of Delivery KPI & Job Status Multiple Invoice Department Send Jobs Progress Tracking & Posting Types To Site Tracking Reporting Photos & Sync to Capacity Full & Partial Business Signatures Clarity Pro Planning Delivery Notes Analysis SFDC Time Bespoke Proof of Delivery Recording Reporting
  • 10. Clarity Software Integrated Business Solutions www.clarity-software.com Clarity Professional CRM, sales & marketing Clarity Professional contains a complete suite of modules to help you Business Wide CRM & MIS improve your contact management, customer communications, lead generation and sales forecasting. The central core of your business But the real power is in its quoting and estimating. Clarity Professional is the main software engine of your company, providing the central Management Information System (MIS) and hub for all your business processes to pass through. It’s a multi-user, multi-company and multi-currency system offering a complete suite of modules which can be configured and scaled up to meet your small or medium-sized business needs. Interfacing with Clarity Marketing, Clarity Go, Clarity Web Services and our Clarity Proof of Delivery mobile app, Clarity Professional is the glue that binds your company together, providing integration with third party workflow solutions and accounting software packages. Go paperless and get organised YOUR MIS Implementing Clarity Professional means individuals no longer need to Powerful calculation wizards make complex quotes easy work in isolation using pieces of paper and spread sheets. Everything is located on your central Microsoft SQL server, giving system Using unrivalled calculation wizards - with specialist wizards for the sign, users access to company data when they need it, with any personal graphic display and digital print industries amongst others - incredibly restrictions set using preference settings and licences. complex quotations can be worked out at jaw-dropping speed with absolute precision. You create a paperless workflow that your entire business can trust, with specialised modular functionality enabling each department to reduce With just one click they can be branded with your company logo and errors and enhance their performance. emailed directly from Clarity right into the customer’s inbox and revisions and repeat orders are simple tasks that takes seconds to complete. It’s a Clarity Professional takes the stress away from your working life, winning process that beats competitors. making your business operate smoothly and efficiently. With Clarity Professional driving your quoting and estimating processes you can save hours in administration, increase consistency and secure more margin in every job you take on. Equally, you gain the confidence to say no to those tempting deals that can turn out to be worthless. Automated order processing Generate customised sales, purchase and works orders Once your order is confirmed, your accounts team can raise invoices using Clarity and the responsibility moves on to deliver the job or service as professionally as possible. Electronic works orders are automatically generated from the quote raised by your estimator or sales person, enabling the production and YOUR MIS shop floor team to have immediate visibility of the job requirements Interactive sales dashboard for easy analysis including the Bill of Labour, Bill of Materials and any requisitions for stock orders needing to be made. Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 11. Clarity Software Integrated Business Solutions www.clarity-software.com Goods & stock management Analysing & reporting How accurately do you manage your stock levels? Get Clarity across your business Do you know how much your wastage is costing? Measure. Report. Analyse. Improve. Booking stock into stores, picking stock for jobs and managing your partial usage and off-cuts is easy with our integrated stock module. Your Data capture is one thing but interpretation is another. Clarity business data seamlessly flows through from confirmed order to the Professional has clinical business intelligence tools integrated into shop floor, making the whole process clearly visible and traceable. the system, so you can drill down and analyse your key performance indicators and use them to make positive decisions. Production & shop floor manufacturing Job costing & analysis Lean production processes View in absolute precision your estimated vs actual costs on every job your produce using stunning, interactive Pie Charts and graphs. Jobs need to be properly scheduled to make sure you minimise errors, use the correct part and stock quantities and hit your delivery deadlines. Filter jobs by combining many fields such as Customer and/or Job Type and then study the segmented Pie Charts to see where costs were Clarity Professional provides the capacity planning and Gantt Chart tools saved or lost. for you to organise and manage your workflow easily. Create job cards, see the status of your jobs using clear traffic light indicators and have the Add time sheets and expenses to view all the job costs in one simple power to re-schedule instantly in response to your business demands. interface, making it easy to fine tune your repeats and ensure you protect all your margin in similar quotes. Get lean and super-efficient in production with Clarity. Report builder Browser-based shop floor data collection (SFDC) Over 200 reports are built in to your report library covering all areas of Our simple and modern way to log production times on your shop floor the business, giving you instant visibility of your performance at the click uses a web browser on your local network, bringing devices such as of a button. iPads into play for immediate reporting from your workstation. Learn which marketing campaigns are the most profitable, what products With SFDC you can track your estimated vs actual production times to sell the best, how many orders are awaiting invoice and more, increasing the second and collect information to produce employee time sheets. your awareness and synergy with your day-to-day performance. Bespoke reports are created using advanced filters and configuration Invoicing & accounting tools, with your customised designer enabling you to personalise and brand them to your liking. Raise full and partial invoices, credit notes, full and partial delivery notes and use multiple invoicing and posting types to manage your customer Our report builder gives you the power to refine and improve. accounting effectively and proficiently. Sage, Sage Pastel and QuickBooks integration Clarity Professional dynamically links with Sage Instant, Sage 50, Sage To see the incredible impact Clarity Professional 200, Sage Pastel and QuickBooks accounts software. has on your business, call us today on This saves hours in double entry, passing invoice and credit data and +44 (0)121 248 2448 sharing nominal code structures. www.clarity-software.com/pro Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 12. Clarity Software Integrated Business Solutions www.clarity-software.com Delivery & onsite Important documents such as site plans, design drawings and entrance installation tracking passes can also be sent to and stored in the device. It’s true mobile working synchronising directly back to your office-based MIS. Track, manage and sign off your on-site jobs After your team has ensured precision and quality in the production of your jobs, you need to know that the delivery and fitting is being carried out to the same exceptional standard. With the Deliveries module in Clarity Professional you can manage your fitting and delivery schedule electronically from start to finish, giving you increased visibility and control of your projects. Deliveries is a ground-breaking module that sits alongside Production and Invoices in your Clarity Professional system. It enables you to create and schedule delivery jobs once the production process has been YOUR completed, making them visible in your Clarity calendar. The status of MIS the job is colour-coded, making it easy for you to interpret at a glance Scheduling & editing your delivery in Clarity Professional whether the job is completed or still on-going. Improving your service Customer satisfaction is the key to repeat orders and bigger opportunities. Clarity POD furnishes your site teams with the ability to take sign-off signatures from your customers directly onto their device, documenting evidence of their satisfaction and kick-starting your post- sales process. And your site teams can leave knowing that all the required documentation is already with you, making huge savings in travel costs, paper and time to return information back to the office. Quick and organised POD means that invoices can be raised YOUR promptly, any delivery disputes are eradicated and you have cash MIS in your bank quicker. Calendar view in Deliveries The Deliveries Module sends the job directly via 3G or Wi-Fi to the Clarity Proof of Delivery Apple or Android app that your external team use out on Deliveries is the missing piece of your business workflow, saving site. The app is available as a free download to anyone with an Apple or hours in needless paper-based administration and improving your Android mobile device, giving you complete flexibility on who can receive customer service. your jobs, whether they are internal employees or third party contractors. The result of a fully joined up system is a fluid combination of critical The Clarity job reference number is assigned to each job that you push business information from all departments, enabling your company to to your on-site teams. Images of job progress and completion can be reach its true potential and take giant strides towards unprecedented taken on site using the mobile device, with job notes logged alongside them. profit levels. Experience it today. Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 13. Clarity Software Integrated Business Solutions www.clarity-software.com Clarity Proof of Delivery Mobile App Now you can be more mobile and work smarter with the ultimate mobile tool for managing your deliveries, fittings, installations and on-site jobs. Destination & Communication • See the job reference and location address • Use the Maps app to pinpoint your site location • One touch to call or text your client • Receive documents and notes relating to the job Tracking the Job Progress • Work through a list of individual job items • Start, Stop, Hold and Complete jobs in real time • Add valuable job notes during the process • Push visibility of progress to the Deliveries Module Photo Evidence & Sign-Off • Take photos of your work using your device • Get an on-screen signature from your client • Automatically time-stamp your evidence • Sign the job off directly from site www.clarity-software.com/mobile Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 14. Clarity Software Integrated Business Solutions www.clarity-software.com Outstanding customer service Our dedicated support team At Clarity Software we work for you, so providing We’re always here to help with your software outstanding service is our number one priority. Implementing a new system is exciting and rewarding. To ensure you From the moment you make contact with our team our service begins, reap the benefits as early as possible, our dedicated team of support with our sales and product specialists helping you identify the key engineers are just a phone call or email away. benefits and investment returns that are unique to your business. YOUR MIS YOUR MIS Dedicated support team Regular customer workshops & user group meetings Telephone support from our UK-based help desk Based in the middle of the UK, our telephone support line is open during A choice of purchase and rental options office hours so you can call in with your questions and get them resolved quickly and efficiently by real people. All calls are logged in our system. Depending on the products and services you are choosing, Clarity Software offers a choice of options to suit your requirements. Conveniently log queries through your website account Renting your software To make life even easier, you can log queries through your clarity-software.com website account and it goes straight into our call If you are renting the software using our SaaS (Software as a Service) logging system. In your account you see your call history and access a host options, full support and software upgrades are normally included within of other superb service functions’ documentation and training materials. your monthly payment. Purchasing your software outright If your strategy is to buy the software outright and the option is available to do so, then you can ensure your system is supported, kept up to date and maintained by taking a support contract alongside your purchase. support@clarity-software.com YOUR MIS Log queries directly through our website Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 15. Clarity Software Integrated Business Solutions www.clarity-software.com Solid training for the best ROI Our long term commitment to you Our customers testify that the biggest investment New features, new services, new rewards returns come from good system training Clarity Software is constantly updating its software products with ground- Your staff need to be performing to the best of their ability and harness all breaking new features that drive your industry into new territories. the savings and profit gains from within the system. Our world-class team of developers respond to market and individual It’s proven that solid training on implementation is fundamental in needs with many of the new releases influenced by the priceless driving faster returns, creating a happier, more motivated workforce that feedback logged in our Suggestion Box. improves your results. But we know the importance of forming strong relationships with As your company grows, with new staff and system requirements you at every juncture, which is why we invest in regular customer developing, Clarity Software offers a number of training options for you to communications and keep you in touch with all developments at Clarity take advantage of and unlock new ways to improve your processes. Software HQ. Training workshops Account managers Clarity holds regular training workshops at our UK headquarters, offering Our experienced team of account managers look after you throughout your staff the chance to come and improve their skills with like-minded your implementation and beyond, addressing any concerns and teething Clarity users and find out some golden hints and tips from our experts. troubles that you may have as you migrate to Clarity. Onsite training Webinars If you have more targeted aims and objectives, then our support & We operate regular Webinars for our customers, giving you the installation team can structure a tailored day and train you at your chance to see new modules, new products and new ways of working premises. These can be to one or many employees, depending on your demonstrated over the internet. needs and capacity. Web training Using the internet we can provide personalised interactive training Contact our team today sessions without the need for you to incur travel expenses. These are available in hourly slots and can be scheduled at any time during our office hours. With over 23 established years in the MIS, Help documentation & videos CRM and business software industry, Throughout our software products you will find detailed help sections, Clarity Software can help make your business getting started guides, links to online videos on our YouTube Channel dreams a reality. Speak to us today. and more, making your experience with Clarity smooth and enjoyable. Tel: +44 (0)121 248 2448 www.clarity-software.com Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com
  • 16. www.clarity-software.com Clarity Software, 7 The Pavilions, Cranmore Drive, Solihull, B90 4SB, UK Telephone: +44 (0)121 248 2448 Email: sales@clarity-software.com