RFM SegmentationTarget the right customers at the right time
Problem TrackingTurn every problem into an amazing customer experience
IntegrationsIntegrate your Prospect CRM Free Trial to your Inventory/Accounting system
Better QuotesOptimise your Quote-to-Order Workflow
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Magic Matrix AnalysisStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
Track InventoryKnow what stock is available today & in the future
Missing Order AlertsIdentify at-risk customers before you lose them for good
Opportunity TrackingTrack sales performance with ease
End-to-End ReportingTrack performance by customer, product or salesperson
Stock-Aware CRMWhat is it, why you need it & how it will grow your product business
B2B Portals & Web ShopsOur trade portals offer integrated account details online
Get Orders 24/7Extend your business hours so customers can do business with you at any time
Content ManagementQuickly & easily make changes to your website as and when you need to
By ProspectSoft on Thu 29 June 2023 in CRM
When there are so many CRM systems to choose from, it can be difficult to know which system is right for you. Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your business - free CRM Comparison Guide included!
By Olivia Smith on Thu 15 June 2023 in CRM
If you're working entirely from spreadsheets and constantly cobbling together fragmented data to produce insights, it might be time to consider software adoption. Whether you're a business struggling to see results or you just feel out of touch with your customers, here are a few tell-tale signs that your current processes need support from CRM.
By Imogen Lloyd on Mon 12 June 2023 in CRM
The benefits of data-driven insights from CRM reporting tools are endless, but being able to access these benefits isn’t that simple. In this article, we reveal how to establish an effective CRM reporting system and how to leverage the insights it generates to achieve your long-term business objectives.
By Eleanor Akester on Thu 25 May 2023 in CRM
In a competitive market, you need to have the right strategies in place to engage customers and set yourself apart from the competition. A modern CRM system with an effective integration scheme and AI-driven technology might be the missing link that takes you from stagnant growth to success.
By Jessica Nash on Wed 17 May 2023 in Wholesale & Distribution
You’ve been introduced to the Growth Formula and Growth Model concepts, but do you know how to achieve that growth and where to begin? The second part of our Growth Series includes a framework tool for maximising business growth, as well as a free assessment tool that tracks product business’ performance before, during, and after its application.
By Imogen Lloyd on Tue 16 May 2023 in CRM
We've teamed up with Unleashed to share the most effective B2B CRM strategies for wholesalers and manufacturers, as well as how to implement them. In this guest blog, we outline how to scale your business and transform your sales capabilities with the power of CRM.
By Olivia Smith on Tue 16 May 2023 in CRM
Do you know how much manual processes are actually costing your business? See a comparison between the use of manual and automated processes, learn how you can make the switch to automation, and read about how you can create a more productive workforce.
By Imogen Lloyd on Thu 11 May 2023 in Wholesale & Distribution
When business starts to pick up and you’re shouldering more responsibility than you can manage, expanding your team is a non-negotiable. While recruitment can come at a precious cost, with the right strategy, return on investment can reach record heights when new talent is introduced to your business.
By Olivia Smith on Thu 20 April 2023 in CRM
It can be difficult to know where to start when selecting the right CRM onboarding package that fits within your budget. While it is an additional cost, user onboarding is a pivotal factor in getting value from your CRM quickly. So, we’ve put together the ultimate pricing guide that’ll help you choose an onboarding package that suits your needs.
