New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. The Missing Orders tile can even predict when a client's regular customer has missed an order and alert the Sales or Account Management team to contact the customer - before they churn for good.
P.S. Most of this content is really aimed at you, our Referral Partners, not clients. Please don't share this page with your clients...instead, send them to our website
P.S. Most of this content is really aimed at you, our Referral Partners, not clients. Please don't share this page with your clients...instead, send them to our website
What does an ideal Prospect CRM customer look like?
Let's face it, there are thousands of CRMs out there - but ours is built for specific types of businesses facing unique challenges. Prospect CRM, the #1 Stock-Aware CRM, is ideal for:
- Wholesalers, Distributors or Manufacturers
- Who sell physical products B2B
- And, use Unleashed for inventory management!
Powerful Questions
- Do you know which customers are spending less this year than last, and by how much?
- How successful are you at attracting & signing up new customers for a first order?
- Can you track customers you're missing orders from, and the expected value of those orders?
- Do you have well defined quotation templates, consistently used across the team?
- Do you analyse your close rate by salesperson, by territory, by customer type & other dimensions?
- Can you easily identify product/customer penetration gaps and opportunities for upsell and cross-sell?
- Do you run highly targeted marketing campaigns to customers who buy X product but not Y product?
- Once successfully onboarded, how long do you retain an average customer for?
- Do you automatically get notified about which customers have a reducing average order value?
How does it work?
How easy is it to integrate, and what do your clients get?
What do we integrate?
Integration is our thing! We don't just integrate a few bits of data, or add a few basic links, we do proper integration. Our integration layer is two-way, constantly running and updating data from taxes and currencies, to customers, products, inventory, orders, shipments and invoices.
Not only does this provide a great experience for CRM users and Unleashed users alike, but it also makes both systems "stickier" - it's a proven fact that customers with multiple, well-integrated cloud systems inevitably find that changing one system means a much bigger impact on more departments within the business, meaning they are less likely to chop and change on a whim!
Key Benefits of Prospect CRM Integrated to Inventory Management Systems
Grow your Customer Base
Prospect CRM will increase your client's sales success, bringing on new B2B customers faster and more efficiently. A small increase in new-business close rate can have a profound impact on business growth.
Maximise Customer Retention
Increase Order Value & Frequency
By connecting an Accounting or Inventory Management System to Prospect CRM, Sales and customer-facing teams can effortlessly increase average order value and frequency for each customer. Prospect CRM brings your client's wholesale products to life with advanced quoting, upsell, cross-sell & must-sell capabilities.
Improve Customer Service & Visibility
Whether it’s just checking in with customers and recording activities, or logging and dealing with customer issues – a CRM is all about building stronger, more profitable longer lasting customer relationships.
Improve Business Reporting
Your client's Sales & Marketing teams shouldn't just rely on sales data from the Accounting or Inventory Management System, or just run reports on CRM data. Instead, they need to bring data together in one, integrated reporting tool that has up-to-date customer, sales & product data from the Accounting/Inventory Management System as well as traditional CRM demographic data, activities, opportunities and service issues.
Work Better as a Team
Centralised customer data in the CRM, automatically updated with new orders and invoices from the Accounting or Inventory Management System, means your client's Sales & Marketing teams have a much clearer picture of what’s happening with each customer, who’s doing what and stop important things from slipping through the cracks.
How does Prospect CRM Compare with "traditional" CRMs?
There are loads of CRMs out there. So how does Prospect CRM compare with the likes of Salesforce, Pipedrive, Insightly, Capsule etc.?
FAQs
How much does Prospect CRM cost?
Our most popular package is Professional CRM, and our Pricing can be found right here.
Do you offer training to new Prospect CRM clients to get them up to speed?
Sure - check our subscriptions to see what FlightPath is included. Our FlightPaths help the whole team get up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath for everyone!
How can my client integrate Prospect CRM with their Accounting or Inventory Management System?
It's easy! Just search for the guide you're looking for in our Help Docs to get the integration set up and the imports running. Feel free to share this doc with customers too!
How long does the import take to run?
It completely depends on the amount of data that's in their Accounting/Inventory Management System - the more data they have, the longer it will take. This could be anything from a few minutes to a few hours, if they've got years worth of data in there. More info on the status of an import can be found here.
Can Prospect CRM help my prospects to migrate from Sage 50?
Yes, absolutely! Prospect CRM can be connected to a Sage 50 system to gather full line item sales history and invoice history. Then, with some careful planning, their new Accounting or Inventory Management System can be connected to the same Prospect CRM account, and simply continue building on their old Sage 50 history - without any data loss.
How do I recommend Prospect CRM?
Simply recommend they take a 14-day Free Trial by sharing your unique free trial link (so we can attribute you to the opportunity). Alternatively, share your unique partner code with the client, which they can paste into the Free Trial form. If you don't have these yet, complete this form and we'll set you up!
Resources for you & your clients
Prospect CRM Academy
The Prospect CRM Academy is packed full of easy to follow how-to articles & videos for you and your clients.
Integrations Marketplace
Visit our Integrations Marketplace to find specific content about each of our App Partners.
Ideas Portal
Help shape our Product Roadmap by submitting your ideas on what we could add to Prospect CRM to benefit your clients.
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