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Why Stock-Aware CRM?

A name, address and notepad system won’t cut it for B2B product sellers – so a Stock-Aware solution excels where traditional CRMs fall short.

With seamless integration to the leading inventory, accounting, and ERP software on the market, Prospect CRM considers the unique operational challenges in B2B sales and simplifies workflows while improving customer retention and maximising profits.

Stock-Aware CRM eBook

Want to increase sales by more than 25% - without a single new customer?

Take a deep-dive into the world of Stock-Aware CRM with our free eBook, and discover how CRM focused on customer retention, repeat orders, and cross-selling is the key to driving sales growth in B2B product businesses.

Download CRM eBook now

Stock-Aware CRM

Discover how Prospect CRM combines traditional tools for marketing, sales and customer service with the reality of selling products B2B. From quoting and ordering to inventory management and product information, it’s a single source of truth for your business.

Learn more about Stock-Aware CRM

B2B eCommerce

Our eCommerce integrations and B2B trade portal empower your customers to place orders around the clock. Explore how you can make customers stock-aware to improve convenience, reduce errors, and enhance the overall buying experience.

Learn more about B2B eCommerce

Introducing the CRM Growth Engine - Maximise Sales Growth Today

The Growth Formula

In B2B product sales, driving sales growth boils down to two key elements: acquiring more customers and increasing Customer Lifetime Value (CLTV). By expanding your customer base and nurturing each relationship to promote longevity, you can achieve sustainable, scalable sales growth.

Drive growth and watch your sales soar – one customer at a time.

Discover more about Prospect CRM's Growth Formula
The Growth Formula

The Growth Model

Sustainable B2B sales growth can be broken down into 7 core growth strategies:

Attract – Draw in high-potential leads with targeted outreach

Sell – Showcase solutions that address customer needs

Close – Convert prospects into wins

Onboard – Make a lasting impression and nurture brand loyalty

Order Value – Maximise each order with upsell tactics

Order Frequency – Encourage regular order patterns and repeatable buying circles

Retention – Keep customers engaged through consistent support

Combine these strategies to form a powerful growth engine and drive long-term revenue success.

Find out more about Prospect CRM's Growth Model
The CRM Growth Model

The Growth Playbook

Turn strategy into results with our step-by-step playbook designed to bring the Growth Model to life. Whether you’re looking for quick wins or long-term strategies, you can prioritise initiatives that align with your resources and goals. This customisable framework helps you effectively balance your efforts to maximise growth, ensuring every action you take is purposeful.

Choose your path, invest wisely, and take your sales to new heights!

Find out more about Prospect CRM’s Growth Playbook
The CRM Growth Playbook
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More than ordinary CRM and eCommerce

A CRM system should be more than just a digital notepad that makes managing customer orders, pricing, and communication a struggle. See how Prospect CRM outperforms traditional systems to simplify B2B product sales.

Stock-Aware CRM

Grow your Customer Base

How successful are you at attracting & signing up new customers for a first order?

How Stock-Aware CRM can help:

  • Lead generation & prospect sourcing
  • Automated follow-up reminders
  • Sales pipeline management
  • Data-driven quoting process
improve customer retention

Maximise Customer Retention

Once successfully onboarded, how long do you retain an average customer for?

Prospect CRM helps you improve customer lifetime value with:

  • Missing Order Alerts
  • Customer segmentation strategy
  • Customer service management
  • Holistic customer overview with advanced dashboards
Increase Order Value & Frequency with Stock-Aware CRM Software

Increase Order Value & Frequency

Can you pinpoint reducing average order values and identify opportunities for upsell & cross-sell?

Leverage these stock-aware features:

  • Cross-Sell and Upsell Matrix
  • Send targeted campaigns to build product awareness
  • Unlimited products, discounts & special pricing
  • Future stock calculations & allocations
Happier Customers with CRM Software

Create Happier Customers

Do you run highly targeted marketing campaigns to customers who buy X product but not Y product?

Show customers you care with:

  • Email thread tracking & interaction logs
  • Product upsell & cross-sell prompts
  • Aftersales Problem Tracking
  • Unlimited customer accounts
Stock-Aware CRM solution

Work Better as a Team

Do you have well defined quotation templates, consistently used across the team?

Streamline your sales process from lead generation to quoting with these collaborative features:

  • Centralised customer data
  • Automatic updates from your Accounting/Inventory System
  • Flexible fields & entities
  • Document Library accessible to everyone
Improve your Business Reporting CRM software

Improve your Business Reporting

Do you analyse your close rate by salesperson, by territory, by customer type & other dimensions?

How Prospect CRM helps you improve your reporting strategy:

  • The Growth Engine performance analysis
  • Configurable record/entity relationships
  • Built-in standard reporting templates
  • Advanced report refinements & filtering

Trusted by wholesale
businesses worldwide

Try CRM Free for 14 days

No credit card required

The features in our CRM solution designed to grow your sales

Stock-Aware CRM

What is it, why you need it & how it will grow your product business.

Learn more about Stock-Aware CRM
stock-aware crm

RFM Analysis and Segmentation

Target the right customers, at the right time, with the right message.

Read more on RFM Analysis and Segmentation
RFM Analysis and Segmentation

The Growth Engine

Maximise sales growth with the CRM Growth Engine.

Discover The CRM Growth Engine
the growth engine

CRM Integrations

Integrate Prospect CRM to your Inventory, ERP or Accounting software for automation, efficiency and sales success.

Learn about CRM Integrations
CRM integrations

The Magic Matrix

Strategically upsell and cross-sell with Prospect’s Magic Matrix.

Find out more about the Magic Matrix
The Magic Matrix

Missing Orders

Identify at-risk customers before you lose them for good.

Read more on Missing Orders
Missing Orders

Opportunity Tracking

Track sales performance with ease.

Hear more about Opportunity Tracking
Opportunity Tracking

End-to-end Reporting

Track performance by customer, product or salesperson.

Read more on End-to-end CRM Reporting
End-to-end Reporting

Problem Tracking

Turn every problem into an amazing customer experience.

Discover CRM Problem Tracking
Problem Tracking

Faster Order Taking

Take more orders in less time - without duplicating data entry.

Learn how to take more orders faster
Faster order taking

Other CRM Features

Discover key features of Prospect CRM.

View all CRM features
CRM dashboard

Assess your Sales Growth Performance

Wouldn’t it be great to know how your business scores on the key success metrics for growth? It can be challenging to know where your efforts are best spent for the biggest returns in getting more customers and increasing customer lifetime value.

Introducing the Growth Playbook Scorecard – a free assessment tool, that uses the 7 key growth strategies to evaluate and analyse your business’ performance.

Fill out your scorecard for instant results

Why Wholesalers, Distributors & Manufacturers should invest in Stock-Aware CRM

61%

of Distributors are focused on revenue growth

52%

are prioritising increased profitability

42.7%

are driving efficiency with eCommerce

1/3

are currently investing in CRM solutions to drive growth

Customers Love Using Prospect CRM

Trusted by wholesale
businesses worldwide

Try CRM Free for 14 days

No credit card required

Resources

10 Reasons Why Wholesalers Need Stock-Aware CRM

Read

The 7 Deadly Sins of Stock-Aware CRM

Read

3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business

Read

The Role of B2B eCommerce in Modern Manufacturing

Read

Why Wholesale Businesses Need a B2B eCommerce Strategy

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The biggest B2B eCommerce mistakes to avoid

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10 Essential Metrics for B2B Wholesalers & Distributors

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Key CRM Functions for B2B Wholesalers, Manufacturers & Distributors

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Benefits of Integrated CRM & eCommerce for B2B Wholesalers & Distributors

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Comparing CRM Software

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Why CRM and eCommerce does work for SMEs

Read

CRM Best Practice: What can you actually achieve from implementing a CRM system?

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Have you taken your CRM system to the next step?

Read

Now there is no excuse for your business not to have a CRM system

Read

6 Benefits of a Cloud-based CRM Solution

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