Customer Segmentation Model (RFM)Target 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
Quoting SoftwareOptimise your Quote-to-Order Workflow
Landing Pages BuilderDesign and publish landing pages to enhance your digital marketing strategy
Cross-sell & Upsell MatrixStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
The Growth EngineMaximise sales growth with the CRM Growth Engine
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
Web Enquiry FormsStreamline your lead generation with Web Enquiry Forms directly from your website
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
Sales Growth Strategies in B2B Sector ReportDownload the latest report for analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms
The Growth Playbook ScorecardAnalyse your growth performance to take control & drive your B2B sales success
CRM Comparison GuideCompare built-in features, weigh up star ratings & hear from real customers
"What is Stock-Aware CRM?" eBookDiscover how you can increase sales by 25% without a single new customer with a Stock-Aware CRM!
Engineering EquipmentCRM built for Engineering Suppliers
Healthcare & BeautyCRM built for the Healthcare & Beauty Industry
Suppliers to ConstructionCRM built for the Construction Industry
Food & BeverageCRM built for the Food & Beverage Industry
Lab & Medical EquipmentCRM built for the Lab & Medical Equipment Industry
Clothing & AccessoriesCRM built for Clothing & Accessory Suppliers
The Growth Engine is here to help you succeed with the Growth Formula - attracting more customers and maximising customer lifetime value (CLTV) is key to a profitable, growing business. The Growth Engine analyses your CRM and ERP data, turning it into digestible charts that illustrate your progress in each of these seven growth strategies. By seeing clear upward, flat, or downward trends you can quickly pinpoint which areas need the most focus and improvement.
Start maximising business growthTarget the right customers, at the right time, with the right message through this automated and proven customer segmentation strategy. Prospect CRM automatically segments customers by order Recency, Frequency and Monetary value. RFM Analysis is simply the best kept secret in wholesale & distribution!
Get your RFM Analysis
Increase customer lifetime value (CLTV) by getting more customers to buy more of your products. Strategically identify and action key cross-selling opportunities using Prospect CRM’s unique Magic Matrix system.
Try the Magic MatrixMost product businesses need to send a lot of quotes in order to get lots of orders. Improve your staff efficiency by making it easy to generate accurate and beautiful quotes…and make it easy for your customers to place orders with our optimised Quote-to-Order Workflow.
Send better quotations
Attracting new business and retaining existing customers requires active and repetitive engagement. So, Prospect CRM lets you develop digital marketing assets from scratch and build dynamic single-page resources with pre-made templates – driving conversions that land straight in your CRM’s opportunity pipeline!
Create landing pages for freeStreamline your lead generation process by capturing potential customer information directly from your website or landing pages in Prospect CRM. Seamlessly integrate these customisable forms into existing platforms and set up a tailored data collection strategy to improve conversion rates and facilitate proactive follow-up actions.
Start capturing leads with Enquiry Forms for Free
Whether you send quotes first or just take incoming orders, you want your staff to spend more time helping customers and less time keying orders or rekeying quotations. From CSV uploads, Stripe payment integration, automated confirmation emails and template orders through to B2B portals & eCommerce sites, you’ll improve order efficiency with Prospect CRM.
Take orders fasterNo matter how good your marketing, quoting and order-taking processes are, some customers will at some point look elsewhere for other products and suppliers. Spotting that is hard, and yet doing so quickly is essential for customer retention. Prospect CRM’s Missing Order Alerts automatically identifies at-risk customers, allowing you to act early and avoid customer churn.
Chase missing orders
Record details of an enquiry or lead in Prospect CRM directly, or capture these via optimised web forms that you can create and add to your website. Automatically feed them from your website straight into Prospect CRM for your team to review, qualify and convert into CRM Opportunities and track conversions.
Log & track enquiriesAs a Wholesaler, Distributor or Manufacturer, it's not enough to just manage customers, quotes and orders – you’ll also need accurate stock-levels and detailed product information. With Prospect CRM, you can advise customers about what’s in stock and what’s not, and even include product images and spec sheets with your quotes.
Become Stock-Aware
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 type of business.
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Know where your team is winning and where it can improve with goals and targets set against revenue and order. Prospect CRM’s tight integration gives you a hands-free experience that removes tedious rekeying and complex spreadsheets from your corporate routine, moving new business and customer lifetime value to the top of your priorities list.
Set Goals
Prospect CRM’s lead and opportunity tracking gives you a unique overview of your sales performance with customisable workflows, kanban view pipelines, leaderboards, and sales reporting all in one place. Develop a dependable sales forecast using automated ‘Worst’, ‘Likely’, and ‘Best’ figures to determine the probability of sale conversions.
Track sales opportunitiesAs a product business, reducing customer wait times is difficult when issues with delivery and returned products begin to build up. Prospect CRM’s problem tracking system makes quickly actioning customer queries possible by giving your customer service, warehousing, and accounts team real-time access to the problem so every issue is efficiently resolved for guaranteed customer satisfaction.
Log & track problems
For those that need it, Prospect CRM allows you to record and keep track of products that customers have in their possession under a service contract or on lease. From recording contract renewal dates and types of contracts, to logging your different equipment manufacturers and linking equipment items to other CRM records, you can monitor it all in one place.
Keep track of equipmentScale your reporting strategy from basic cashflow charts and conversion analytics to insights that help exceed goals in all areas of your business. From enquiries, opportunities, and quotations to orders, invoices, and credits, Prospect CRM lets you track performance by customer, product, salesperson, or account manager and territory.
Report on performance
Prospect CRM was built for integration. No messing around, no fuss, no custom integration. Sign up for a Prospect CRM free trial today and integrate it to your Inventory, ERP or Accounting data in minutes…and discover a whole new world of automation, efficiency and sales success!
Set up integrationStock-Aware CRM is helping Wholesalers, Distributors & Manufacturers worldwide increase revenues and drive real business growth!