CRM Features to Grow B2B Product Sales
Wholesalers & Distributors grow 60% faster with Prospect CRM.
The CRM Growth Engine
Target 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!
Customer Segmentation Model (RFM Analysis)
Target 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 Integrated in Minutes
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!
Cross-sell & Upsell Matrix
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.
Better Quotes
Most 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.
Landing Pages Builder
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!
Web Enquiry Forms
Streamline 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.
Faster Order Taking
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.
Missing Orders Report
No 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.
Opportunity Tracking
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.
Problem Tracking
As 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.
End-to-End Reporting
Scale 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.
Equipment & Contracts
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.
Track Inventory
As 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.
Grow Faster with Shared Goals
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.
