Prospect has without doubt created a seamless platform for our drinks business where we have greatly benefitted from this fantastic CRM software. It is integrated to Sage and is now central to our daily ordering, stock and invoice system and we wonder how we managed with out it before.
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Why Prospect CRM?
Offer Faster Service
Get immediate access to customer records, product data, and financial information, and answer customer queries without sifting through spreadsheets. Eliminate discrepancies between your systems and provide a seamless customer journey and aftersales process with dynamic data to-hand at all times.
Personalise Your Interactions
Tailor campaign activities and quoting processes with CRM integrated to Sage 50 accounting software to ensure your communications are personalised with accurate pricing information and product data. Set follow-up reminders with automated notifications to ensure you’re regularly engaging with leads.
Order Status Tracking
Give your Sales team access to real-time updates on order and invoice statuses with Sage 50 connected to Prospect CRM. Adopting an intelligent tech stack will ensure that order statuses are in constant motion by identifying bottlenecks in the fulfillment process.
Grow your business with CRM Integrated to Sage 50 Accounts Software
Centralise Your Lead Database
Capture and store leads in Prospect CRM while syncing accounting data from Sage 50 to identify potential opportunities to target high-value leads. Leverage tools like customer segmentation and end-to-end reporting to track your leads as they move through the sales funnel.
Targeted Outreach
Craft personalised marketing assets that reach your ideal customer profile to reduce turnaround times and spend less time creating unsuccessful campaigns. Build pre-configured workflows that sync data from both systems to monitor your outreach.
Get Comprehensive Customer Insights
Access financial details like credit limits and invoices in a centralised location to inform your prospecting strategies. Prospect CRM’s integration to Sage 50 enables product-based businesses to use historical purchasing trends to understand customer needs and unlock cross-sell and upsell opportunities.
Improve Close Rates
Ensure your sales reps have access to credit terms, outstanding balances, and past payment behaviours during the negotiation stage with CRM and accounting software solutions integrated, quickly converting approved quotes into sales orders for immediate processing.
Accurate Quoting
Create quoting templates in Prospect CRM and populate your designs with accurate data pulled from Sage 50 based on pricing rules and discount structures. With approve or deny buttons built into your quotes, customers can quickly process orders on their end for instant order fulfilment.
Monitor Your Performance
Combine customer, sales, and financial data in one system and produce insights that predict future sales as well as identify growth opportunities within your industry. Prospect CRM’s reporting software extracts crucial data from Sage 50 and converts the isolated data into actionable insights that fuel growth.