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CRM Red Flags: 3 Warning Signs Your CRM Isn't Fit for Purpose

By Imogen Lloyd on Fri 14 April 2023 in CRM

CRM Red Flags: Three Warning Signs Your CRM Isn't Right for You

The right CRM can be one of the most effective tools for elevating business performance and productivity. However, time and time again we see businesses investing in a CRM that not only isn’t a good fit, but even hinders their growth potential. To combat this, we’ve pooled together the top 3 signs your CRM isn’t right for you so you can make the change before it’s too late.

The Complete CRM Pricing Guide

By Olivia Smith on Thu 13 April 2023 in CRM

The Complete CRM Pricing Guide

Thinking of investing in a CRM system for your business but have no clue where to start? Here’s our guide on what to look out for, how to identify whether a CRM is good value for money, and how to carry out effective research to make sure you’re purchasing the right CRM for you.

The Growth Series Part 1: The Growth Formula & Model

By Imogen Lloyd on Thu 13 April 2023 in Blog



Sustained business growth is the ultimate goal in the B2B world, and is crucial for long-term survival and success. In this Growth Series, we’ll be diving into the importance of profitable growth, what factors contribute towards it, and how to achieve it.

How To Get More Customers That Fit Your ICP

By Eleanor Akester on Thu 06 April 2023 in Sales

How To Get More Customers That Fit Your Ideal Customer Profile

Lead qualification can be a discouraging task when half of your prospects turn out to be the wrong fit, so attracting the right buyers is key to levelling up your business performance. In this article we’ll discuss how you can create and utilise an ideal customer profile to refine your prospecting process, making lead qualification more streamlined.

3 Reasons Why RFM is a Game Changer for Product Businesses

By Jessica Nash on Fri 31 March 2023 in CRM

3 Reasons Why RFM is a Game Changer for Product Businesses

RFM was first introduced almost 30 years ago and, despite the concept being easy to understand, its implementation couldn’t be more onerous. In this blog, we explain why RFM’s potential is still untapped, and how product sellers can overlook its challenges to get straight to reaping its rewards.

The Ultimate Guide to Managing Your Sales Pipeline

By Imogen Lloyd on Thu 30 March 2023 in Sales



Facing rejection during the sales process is a natural defeat that anyone in the world of B2B is familiar with. But when your business becomes too comfortable with defeat, it’s important that you have a structure in place that aims to pre-empt and avoid the issue. So, we’ve put together the ultimate guide to building and managing a sales pipeline that prospers every time.

Stock-Aware CRM eBook

By ProspectSoft on Fri 24 March 2023 in CRM

Stock-Aware CRM eBook

From quoting to RFM segmentation, sign up and learn how stock-aware CRM streamlines the B2B sales process and improves stock visibility by extracting valuable sales and product data that's concealed within your back-office system.

The Importance of CRM Data Integrity

By Olivia Smith on Thu 23 March 2023 in CRM

The Importance of CRM Data Integrity

Data is the heart of all CRM systems and, when input correctly, can be utilised to heighten product, customer, and sales awareness. But data can be affected by a whole host of variables that can’t always be controlled by an automated system. So, how can CRM help when your data becomes faulty?

3 Reasons for Product Sellers to Implement an Optimised Quote-to-Order Workflow

By Jessica Nash on Thu 16 March 2023 in Sales

3 Reasons for Product Businesses to Implement an Optimised Quote-to-Order Workflow

Whether you send quotes first, just take incoming orders, or a bit of both, product businesses must enable their team to focus on helping customers and spend less time keying orders or rekeying quotations. In this article, we dive in to why defining and implementing an optimised quote-to-order workflow can help B2B product sellers take more orders, more quickly – every time.

How to Scale & Grow in Food & Beverages Using Inventory & Accounts Software

By Imogen Lloyd on Tue 14 March 2023 in Wholesale & Distribution

How to Scale & Grow in Food & Beverages with Inventory & Accounts Software

System Integration Expert and Managing Director of Outserve, Philip Oakley, shared his specialist advice on how to get the most out of software for businesses in the food and beverage industry. From reporting to road mapping, here are some of our key takeaways from the online event in case you missed it…

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