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
Every CRM system nowadays will promise an intuitive UI. Prospect does that too, but is that all you need? It's important, for sure, but is a pretty-looking CRM system really going to be enough to help your Wholesale, Distribution or Manufacturing business sell more products?
You would struggle to find a modern CRM system that didn't work across devices, offering access from anywhere in the world.
But as a Wholesaler, Distributor or Manufacturer, is that enough to really solve the unique operational challenges of selling products B2B?
Obviously, you need to record all the usual CRM interactions.
Clearly, you want to keep track of all Sales opportunities. All CRM systems do that!
But, what about giving your customer a price, sending a quote or taking an order?
How do you quickly access a customer's sales history, see back-orders, or sort out an incorrect delivery?
Can your CRM tell you who's buying more this year than last? Who's buying less or stopped buying, using real-time ERP data?
The activity timeline ensures you can easily see what's important with status updates, notes and email content, all in a single conversation-oriented timeline.
Use tasks to follow up leads, support issues or perhaps most importantly, quotes and potential orders!
Take orders out in the field, from within your CRM interface, and push them through to your back-office accounts package without any re-keying.
Build quotes using ERP Product File, Stock Levels and Special Pricing directly in your CRM interface.
Offer amazing customer experiences, with orders processed accurately and instantly from any location in the world.
Great for those who operate out in the field who need to log and track sales opportunities.
Work on your leads and when you are ready, and send a beautiful, accurate quote.
Record your client's issue as a CRM ticket and pass it in real-time to your customer service, warehousing or accounts team.
Better yet, use detailed accounts and sales data to resolve issues at source and turn every problem into an amazing customer experience.
Get powerful insights from all your Stock-Aware CRM and ERP data using industry-standard protocols for querying data.
Connect to any compatible BI tool (including Excel sheets, Power BI and Tableau).
Our API-First approach and commitment to OData standards opens up a world of options for integrating your CRM system, data and processes.
For developers looking to do more, our Stock-Aware CRM offers endless possibilities.
Try some of our Microsoft BI templates or build your own in-depth and comprehensive graphical reports.
To get started, see our Knowledge Base Article Here
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