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
Quickly solve customer issues and showcase an excellent customer experience with a streamlined reporting process. Prospect CRM's Problem Management saves time and optimises customer satisfaction.
Problem Management in CRM provides a centralised platform for identifying and resolving customer issues promptly to ensure customer loyalty and satisfaction. Real-time tracking allows customer-facing teams to collaborate in monitoring and prioritising problems that require quick solutions. Handling queries with a proactive approach not only enhances operational efficiency but also builds strong, reliable partnerships with customers - driving long-term business success.
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Improve customer satisfaction by quickly resolving customer issues with a complete view of all previous queries and their status in the pipeline
Increase customer satisfaction and retention rates by addressing customer issues with efficiency
Configure custom problem pipelines & statuses to build a tracking system that enables effective prioritisation
Get notified to take action with automated reminders on problem records
Access historical data on recurring problems to identify patterns and implement long-term solutions
While product businesses don’t need complex or dedicated support ticketing software, they do need to deal with delivery issues, product returns and, sometimes, complaints. Our CRM tracking records client issues as a CRM ticket and passes it in real time to your customer service, warehousing, or accounts team using detailed accounts and sales data to resolve issues at the source. Closing problems before they escalate not only strengthens customer trust but also customer retention by demonstrating a commitment to exceptional service.
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We frequently use the Problems function of the CRM too for aftersales support. The way we can easily categorise issues is easy and can be reported on quickly, meaning we’re flagged about areas to improve. If a customer has an ongoing issue, the CRM allows us to open a case and all employees can keep track of it until the issue is closed. As a result, customers know their issues will be resolved quickly and competently.Being able to record problems against historic products to manage aftersales is key.
Daniel Phillips | CEO
Lighthouse Pools
We have since expanded the CRM to deal with our complaints procedure. We were originally dealing with incidents on a one off basis. Now everything is stored centrally in ProspectSoft so we can make suppliers aware of problems and provide an effective service. We spend 2/3 less time on processing credit notes due to the success of the complaints procedure
Craig Lewis | Managing Director
Clinipack
Prospect CRM’s after-sales ticketing system has helped us to trace any product or delivery issues back to their causes, and being able to document interactions and assign future tasks has ensured that we’re well informed and always one step ahead with our customers.
Zak Genefaas | Sales & Operations Director
Wabanaki Maple
Learn how to record and utilise Problems in the CRM to ensure customer issues result in a successful outcome.
This article is a handy starting point for those looking to setup customised Problem Pipelines in the CRM, instead of uprooting existing problem management processes, elevate them with Prospect CRM Problem Tracking.
Read our help guide outlining the process of logging a Problem within the CRM.