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 the Sales or Account Management team to contact the customer before they churn for good.
This content is only aimed at Katana staff. Please don't share this page with your users and prospects. Instead send them to here.
This content is only aimed at Katana staff. Please don't share this page with your users and prospects. Instead send them to here.
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 Katana!
Prospect CRM Worfklow Wednesday Session
Watch back our session on Katana's "Workflow Wednesday" // Aug 2023
Prospect CRM x Katana Joint Value Prop & Sales Enablement Session
Catch up on our last joint session! // Feb 2023
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?
Growing B2B Sales with a Great Tech Stack
Catch up on latest joint webinar, where Andy and Mark reveal the 3 steps to success in growing B2B sales! // Dec 2023
How it Works
Learn more about what's integrated between Prospect & Katana in this short demo.
Customer Success Stories
Since integrating Prospect CRM with our Katana cloud inventory software, we’ve doubled sales and improved customer service.
Key Benefits of Prospect CRM Integrated to Katana
Grow your Customer Base
Prospect CRM will accelerate your customer's sales success, helping them 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 Katana 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 your customer's 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 your 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 Katana, means the whole team has a clearer picture of what’s happening with each customer and who’s doing what.
Improve Business Reporting
Your customers shouldn't just report on isolated data from Katana, 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 Katana with Prospect CRM data and activities.
Katana & Prospect CRM Webinar
Watch & share our joint webinar with Mark at Katana, all about how businesses can unlock their B2B potential!
Comparing CRM Software - Get a side-by-side comparison of the top-rated CRM vendors
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 Katana?
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 Katana 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.
How does a confirmed CRM Quote appear in my client's Katana account?
A link is created from the Quote record to allow your clients to open the Sales Order directly in Katana from Prospect CRM.
If my client has special prices in Katana, will these come through to Prospect CRM?
Yes, as long as the customer's Katana account is linked with their CRM Division record, these prices will pull through for quoting purposes.
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 Katana, your client 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 Katana system can be connected to the same Prospect CRM account, and simply continue building on their old Sage 50 history - without any data loss.
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.
Help Docs & Release Notes
Check out all the latest features, news, hints & tips.
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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