Prospect CRM Resources
Getting new software up & running can be tricky. These resources should help. If they don't just get in touch to tell us what you need.
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What is “Stock-Aware” CRM?
What is “Stock-Aware” CRM and why is it different to other CRMs? Our Stock-Aware CRM hub is packed full of resources to help you get started, and reveals why “traditional” CRMs simply don't cut it for B2B product sellers!
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RFM: The Best Kept Secret for B2B Product Sellers
RFM analysis is a technique used by many businesses, but for B2B Wholesalers and Distributors it's a game changer. Understand what RFM is, why you should care, and how the analysis can be automated across your entire customer base.
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Optimise your Quote-to-Order Workflow
Get from quote to order faster, reduce errors and confusion internally, and deliver a world-class customer ordering experience by optimising your Quote-to-Order Workflow! Check out our step-by-step action plan.
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Strategically Upsell & Cross-sell with the Magic Matrix
Target customers more strategically based on their purchase history using Prospect CRM's Magic Matrix. Build awareness of products that customers haven't bought yet, and identify marketing opportunities to sell more products to more customers.
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Customer Success Stories
Prospect CRM is helping businesses worldwide achieve growth. From companies selling packaging and medical products, to coffee and beer - and everything in between! Check out product businesses like yours achieving greater success with Prospect.
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The Growth Playbook Scorecard
Analyse your performance to take control & drive your B2B sales success. The Growth Playbook Scorecard assesses your performance against each of the 7 growth strategies for B2B product businesses.
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Comparing CRM Software
Compare star ratings and features of top ranking CRM systems, and download the complete CRM Comparison Guide. Containing a side-by-side comparison of leading CRM suppliers, we reveal why Prospect continues to be named #1 Stock-Aware CRM for Wholesalers, Distributors and Manufacturers.
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Sales Growth Strategies in the B2B Sector Report
Quarterly analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms.
Trusted by wholesale businesses worldwide
Help & Tutorials
For more help and support, take a look at the links below.
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Help Docs
Search our product and help documentation for answers to common questions and tasks.
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Webinars
Our webinars focus on the latest and greatest Prospect CRM features, helping you understand what the feature is, how to use it, and how to set it up, with live Q&A.
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Prospect Academy
Learn the fundamentals of the Prospect solution at your own pace with our free how-to guides and tutorial videos.
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New Features
Check out all the latest features, news, hints & tips in Prospect CRM.
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Blog & News
Check out our blog where we reveal best practice tips and advice for B2B product businesses.
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YouTube Channel
Watch easy-to-follow “how to” videos and on-demand webinars on the Prospect YouTube Channel.
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Services Portal
Access information like support ticket progress and projects we're working on with you in the Services Portal.
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Feature Requests
Got a good idea? Vote on feedback from other users, or log new product suggestions of your own.
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Prospect CRM Status Page
Get immediate updates about the status of ProspectSoft services by subscribing to the Prospect CRM Status page.