New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert Sales and Account Management teams to contact the customer before they churn for good.
This content is for internal use only. Please don't share this page with your customers and prospects. Instead, please send them to www.prospectsoft.com/unleashed
This content is for internal use only. Please don't share this page with your customers and prospects. Instead, please send them to www.prospectsoft.com/unleashed
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, the #1 Stock-Aware CRM, is ideal for:
- Wholesalers, Distributors or Manufacturers
- Who sell physical products B2B
- And, use Unleashed for inventory management!
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 clients to get them up to speed?
Sure - we'd recommend any new client considers one of our Onboarding Experiences to get their whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s an Experience to suit every budget.
How can my client integrate Prospect with Unleashed?
It's easy! Just follow these simple steps to get 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 Unleashed 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.
Do you have any recommendations for ensuring Unleashed is set up in the best way for Prospect?
Definitely - we've put together a short doc here which highlights our top hints & tips for setting up Unleashed ready for Prospect.
How does a confirmed CRM Quote appear in my client's Unleashed account?
A link is created from the Quote record to allow your clients to open the Sales Order directly in Unleashed from Prospect CRM.
If my client has special prices in Unleashed, will these come through to Prospect CRM?
Yes, as long as the customer's Unleashed account is linked with their CRM Division record, these prices will pull through for quoting purposes.
Does both my client's accounting system (like Xero) and Unleashed get connected to Prospect CRM, or just Unleashed?
Yes - both systems should be connected to Prospect CRM to make sure your clients get the full picture of what's going on with their customers. Here's Izzy, our Customer Success Manager, who'll show you how!
My client wants to issue an invoice for their customer's order - what's the best way to do this?
Prospect CRM does not affect the invoicing process at all. Once we've created a Sales Order in Unleashed, your Unleashed customer would process it exactly as they did before.
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 Unleashed system can be connected to the same Prospect CRM account, and simply continue building on their old Sage 50 history - without any data loss.
What exactly gets synched between Prospect CRM and Unleashed?
Here's a full list of the integration capabilities between the two systems.
Monthly CRM Intro Webinars
Encourage Unleashed customers to join one of our upcoming CRM intro webinars - covering UK/EMEA & APAC timezones! Check out the page for the next dates.
If they register with your unique code (e.g. "EMMA3"), we'll attribute the opportunity to you!
You can check which customers have already registered for the next sessions here too.
Your CRM Conversation Starters
- Do you know which customers are at risk, or have stopped buying completely?
- Can you track customers you're missing orders from, and the expected value of those orders?
- Are you attracting enough new customers?
- Are you retaining enough existing customers?
- Are there growth opportunities you’ve identified this financial quarter? What pain points present themselves, and how do you intend to overcome these?
- Do you feel confident in targeting customers that align with your ICP? What strategies do you have in place to ensure this?
- How do you prioritise tasks when simultaneously communicating with multiple customers and managing several projects?
- What KPIs are you using to measure business performance? How are you using these to inform smarter decision-making?
- Is enhancing your customer’s lifetime value a priority for your business?
- Have you got or considered implementing a system that monitors your customer relations?
Watch & Share: Prospect CRM x Unleashed
Two leading, best-of-breed products from The Access Group - perfect for B2B Wholesalers, Distributors & Manufacturers!
Product/Feature Matrix + Email Templates
We've put together this product/feature matrix to help you identify the perfect opportunities to recommend Prospect CRM to your Unleashed customers.
You can simply refer to features in the matrix during a customer meeting, or use the email templates to proactively cross-sell Prospect CRM to your customers.
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!
How does it work?
Watch this brief overview of how Prospect CRM and Unleashed work together once integrated
How does Prospect 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?
On-demand Unleashed + Prospect CRM Webinars
Comparing CRM Software - Get a side-by-side comparison of the top-rated CRM vendors
Why Integrate Unleashed to Prospect CRM?
Grow your Customer Base
Prospect CRM will accelerate sales success, helping product sellers close new B2B customers faster and more efficiently. Just a small increase in new business close rate can have a profound impact on business growth over time.
Maximise Customer Retention
Increase Order Value & Frequency
By connecting Unleashed to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings wholesale products to life with upsell, cross-sell & must-sell capabilities.
Create Happier Customers
Whether it's just checking in with customers and recording activities, or logging and dealing with important customer issues - a CRM is all about staying on top of the things that matter to customers and building stronger, more profitable relationships.
Work Better as a Team
Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from Unleashed, means their whole team has a clearer picture of what's happening with each customer and who's doing what.
Improve Business Reporting
Product businesses shouldn't just report on isolated data from Unleashed, or just from Prospect. Instead, bringing all the data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from Unleashed with Prospect CRM data and activities.
Lighthouse Pools
Prospect is simple, easy to use, and has definitely aided growth in our sales.
EPP
With cloud-based, best-of-breed apps like Prospect CRM & Unleashed, we've seen 20% growth in the last year.
Puremedic Health
The day that I had the call with Prospect CRM was amazing - I could see all my data there immediately and thought; this is life changing.
Good Culture Kombucha
We've doubled our revenue in the last 12 months since using Prospect integrated to Unleashed.
Prospect CRM Academy
Prospect CRM Academy
The Prospect Academy is packed full of easy to follow how-to articles & videos for you and your clients.
Stock-Aware CRM Assets
Learn more about what Stock-Aware CRM is, and why it's the #1 choice for B2B product businesses.
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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