Prospect CRM

Prospect eCommerce

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Airflow

Summary

Since adopting Prospect CRM, the solution has helped Airflow manage their customer and business information as they refine their processes and increase overall efficiency. The positive company culture at Prospect has ensured that there is great communication – whether it’s over the phone, through an attentive account manager, or using online resources.

We've developed our company's use of Prospect CRM to create a solution that improved our processes and reduced administration time; altogether increasing efficiency.

Paul Carpenter, Operations Director

Key Benefits

Time Reduced

Reduce time spent on manual orders and admin to increase the efficiency of the team.

Integration

Back-office integration means all key business data and processes are performed in one system.

Opportunity Management

Develop and manage quality leads from end-to-end using sales pipelines.

Pre-Prospect Problems

The team struggled with a lack of cohesion between projects as information was not in one centralised place, which made tasks time consuming and inefficient. For example, they created quotes in Word which led to duplications and high levels of resource to just process an order. The team at Airflow needed to improve their processes to become more efficient and profitable. Their sales functions and manual admin were top of the list to review — they wanted to spend more time selling and less time on sales admin without having to hire more staff.

The Solution

Because Prospect CRM integrated to their existing Exchequer accounting system, they had one central place to perform all the key sales processes. This has enabled Airflow to create quotes and confirm orders with increased speed and efficiency, whilst avoiding human error and duplication. They can now develop quality leads and manage them efficiently using the CRM because they're all logged and processed from one system.

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