The B2B selling journey is complex and every business handles their pipeline differently, so Prospect CRM offers robust customisation that allows users to create custom stages, define specific criteria, and adjust workflows to align with their unique sales strategy.
The #1 Stock-Aware CRM for Access Dimensions
Combine your accounting and CRM system to have full visibility of finances and sales activity, and unlock limitless sales growth
CRM and Accounting On-Premise Software
Accurate Data
Bring financial, sales, and customer data together in one unified system that makes data sharing easy. Ensure that your whole team has access to data that is up-to-date and accurate when making decisions and interacting with customers.
Quick Order Processing
Integrate Access Dimensions with Prospect CRM to create and manage orders with seamless invoicing, stock updates, and visibility of sales activity. Reduce errors when processing orders and accelerate your sales cycle.
Enhanced Collaboration
With Prospect CRM integrated to your back-office system, Sales, Finance, and Operations teams can work together to eliminate silos and support a cohesive approach to streamlining internal communications.
Why Prospect CRM?
Reduce manual effort
With automated follow-up reminders, pre-configured email templates, standard reports, and other time-saving tools, Prospect CRM removes repetitive data entry and rekeying from the daily operations of a business. Its air-tight integrative capabilities ensure that teams stay organised and responsive without excessive manual input by pulling crucial data from back-office systems for quick access.
Generate customer insights
Stock-Aware CRM consolidates data from multiple, connected sources like Access Dimensions to produce valuable customer insights such as order frequency and buying patterns by transforming raw data into key analytics that can inform your growth strategy. By providing a complete view of every customer, B2B product businesses can improve customer engagement and drive retention.
Scalability & flexibility
Our integrated solution supports scalability and flexibility, making it ideal for businesses aiming to grow and adapt to changing needs. CRM and accounting software integration facilitates customisable workflows, user-defined fields, and adaptable reporting tools that can be tailored as industry requirements evolve, and the solution provides a robust platform that fosters long-term success.
Trusted by wholesale businesses worldwide
Grow your business with integrated CRM and Accounting Software
Lead & Opportunity Management
Integrated CRM and accounting software helps you prioritise and nurture prospects through the sales pipeline. With detailed visibility into each lead’s status, automated task assignments, and email tracking, Prospect CRM ensures no lead slips through the net.
Pipeline Customisation
Quick Data Access
Prospect CRM extracts essential data from Access Dimensions and combines it with key customer and sales information to build intuitive search features and configurable dashboards so users can instantly retrieve data without spending valuable time navigating through multiple systems.
Fast Response Times
By leveraging the real-time access to customer data that Prospect CRM provides, Sales teams can quickly address queries, resolve issues, and deliver a positive experience to new and existing customers. The system’s integration with Access Dimensions accelerates response times by eliminating delays in data sharing and enabling a more consistent approach to customer interactions.
Informed Decision-Making
Using innovative features like the Magic Cross-Sell and Upsell Matrix and Opportunity Tracking, Prospect CRM allows users to quickly assess the health of their pipeline and drill down into specific segments that enable targeted actions, elevating sales strategies and leading to business outcomes that drive revenue.
Increased Productivity
Take advantage of dynamic tools like the Growth Engine and advanced reporting capabilities that help you identify high-potential opportunities and measure performance metrics with the click of a button. Prospect CRM and Access Dimensions empower teams to work more efficiently, close deals faster, and scale operations effectively.
FAQs
What is Access Dimensions?
Access Dimensions accounting software is widely used by B2B wholesalers and distributors.
How much does Prospect CRM cost?
After your 14-day, Access Dimensions-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – all of our CRM Subscriptions include one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit everyone!
How do I integrate my Prospect CRM trial to Access Dimensions?
It's easy! Just follow these simple steps.
What other solutions does Access offer?
Access offers a wide range of business and industry-focused software solutions, catering to commercial industries such as Manufacturing, Construction, Hospitality and Finance, right through to not-for-profit charity organisations.
Trusted by wholesale businesses worldwide
Other Prospect CRM Accounting & Finance Integrations
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QuickBooks Online Cloud Accounting Software
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Sage 50 Financial Software
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