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Wabanaki Maple

Summary

As a small market stall style company that quickly expanded into an eCommerce business, Wabanaki Maple’s business model is now centred around a tech stack and how the apps will grow with them. Since integrating Prospect CRM with Katana cloud inventory software, they’ve doubled sales and improved customer service. Response times have been significantly reduced through documenting the last interaction they had with customers, and the team can now process orders quicker than ever before – without switching between apps.

Zak Genefaas - Wabanaki Maple Case Study

Since integrating Prospect CRM with our Katana cloud inventory software, we’ve doubled sales and improved customer service.

Zak Genefaas, Sales & Operations Lead

Key Benefits

Customer Insights

Use the dashboards to get an accurate view of exactly what’s happening with customers at any time, and identify when a customer is about to churn.

Improve Customer Retention

RFM Analysis presents ordering patterns of customers and automates prompts to follow up when orders are overdue.

Manage Sales from One Place

Prospect CRM has allowed Wabanaki Maple to recruit a fully remote Sales team who can check which products are available to sell now and which products need to be pushed due to overstocking.

Set reminder tasks

Seasonal businesses can set reminders months in advance to follow up on a customer, preventing sales lost to competition.

Pre-Prospect Problems

As a small business who started up with just a few barrels of maple syrup in a small and temporary building on stilts, reaching their goal of becoming a large, multi-national company quickly became complicated. Before implementing Prospect CRM, all of Wabanaki Maple’s customer data was stored in an Excel sheet that was constantly out of sync with their accounting system due to human error. They needed to find a CRM system that integrated and communicated with their inventory software so they could focus on getting products right the first time, managing sales from one place, and scaling efficiently.

The Solution

When searching for a CRM system, Wabanaki Maple focused on finding a solution that has all the data their Sales team might need in just one place. Training employees to use multiple systems is time-consuming and expensive, so they needed a CRM that communicated well with the other applications they already had in place. With Prospect CRM’s integration to Katana cloud inventory, when an order’s placed, the order is sent straight through to Katana with the click of a button. Conveniently, their team can then follow the order status in real time on Katana.

Since adopting Prospect CRM, their sales have grown 100% - without needing to expand the team. Prospect CRM’s aftersales ticketing system has helped them trace any product or delivery issues back to their causes, and being able to document interactions and assign future tasks has ensured that they’re well informed and always one step ahead with customers.

The online Prospect Academy has helped them create in-depth product sales reports, and ProspectSoft’s Support team have been responsive and good at following up on tickets when they can’t provide an immediate solution. As their business continues to grow, they want the systems to expand alongside them, and Prospect CRM and Katana let them do just that. ProspectSoft’s App Marketplace offers payment and marketing integrations that they’re not currently using, but are planning on connecting to soon to further automate and scale the business.

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