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
Changes happen all the time in business. Business strategy, processes and goals evolve and develop. Whether it’s a day's training, an Onboarding Experience, new field here, a report update there, or even a custom app, our Points Packs allow you to benefit from scaling discounts on our services and the flexibility to consume those services whenever you like, for ultimate CRM consultancy. All Points Packs are valid for 12 months, so you don’t have to know how you want to spend all your points from day one, meaning you can call them off as you wish. Please note: payment for all Points Packs must be made via Direct Debit.
Points are available to purchase in packs. With built-in scaling discounts, you can be sure to get the very best value for money. If you have a larger project in mind, or would just like to stock up on Prospect Points, you can buy any combination of packs to meet your CRM consultancy needs.
Perfect for getting a couple of smaller remote jobs done or remote training
Ideal for getting a few items ticked off your list
The best entry level pack to get a basic new Prospect system up & running
A more comprehensive pack for medium-sized implementations or bespoke development
For those with more complex requirements & heavily customised implementations
We deliver a wide variety of services to our customers, each adding value to our clients businesses and all delivered by our teams of consultants, trainers, project managers and developers.
Here are the four key types of labour services we offer and how many points each cost.
If you’re already a Prospect customer, you can purchase your Points Packs at services.prospectsoft.com/purchaseapack.
Not yet a Prospect customer, or unsure which Points Pack to purchase? Let's discuss your requirements together today.
Where Points Pack labour consumption is used for the development of software, the resulting additional recurring licence & support fees will be charged for separately to Points Packs in line with your existing recurring licence & support fees.
Hear from some of our customers on what they thought about their training...
Friendly and easy to understand presentation of the training, informal learn-by-doing activities which helped the telesales team in particular. The Super User course in the afternoon really showed the power of Prospect.
Christian Swithenbank, Marketing, ICH LtdThanks for Friday, it's really helped my understanding of the CRM and of course how to train others
Claire Dean, CRM Manager, Novus Property Solutions LtdThanks for yesterday, I thought the training went very well and Scott was particularly good.
Greg Bedford, Managing Director, Calderdale CarpetsThanks for this, much appreciated. It was also nice to meet you both, all members of staff have said how well the training was conducted, thank you.
John Hayes, Blundell Production Equipment LtdEnthusaistic trainer, covered key areas of importance.
Vicky Arnold, Sales Manager, vGroup International LtdThe trainer was listening to what we are looking to achieve, rather than just offloading information.
Alex Breitenbach, Managing Director, NSK United Kingdom LimitedThe Prospect staff were very accomodating and the training was helpful and gave user confidence. I would recommend this product to anyone looking to introduce a CRM system.
David Abbott, General Manager, BalTec UK Ltd