RFM SegmentationTarget 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
Better QuotesOptimise your Quote-to-Order Workflow
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Magic Matrix AnalysisStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
Track InventoryKnow what stock is available today & in the future
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
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
Sell more, in less time, every time
Become a sales hero today!
Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRMs fall short. Stock-Aware CRM is different.
Prospect is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B.
Prospect CRM integrates product, inventory and customer sales data, to streamline your B2B sales processes. Your team will increase sales, improve customer retention and maximise profits.
Prospect combines the best of traditional CRM - Marketing, Sales Pipelines and Customer Service Management - with the reality of selling B2B products - quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.
Learn more about Stock-Aware CRMWith integrated eCommerce and B2B trade portals, customers become Stock-Aware too. Customers see selected product and inventory information, can place orders and access customer services 24/7. Customers get an enhanced buying experience, while your sales and service staff are free to focus on more complex and valuable opportunities and activities.
Learn more about B2B eCommerce
This is no ordinary CRM & eCommerce solution. Years of integration experience, combined with the latest cloud technology has created the ultimate platform for growing B2B sales.
Prospect CRM will accelerate your sales success, helping you 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.
Prospect CRM will accelerate your sales success, helping you 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.
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 your Sales or Account Management team to contact the customer before they churn for good.
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.
Centralised customer data in your CRM, automatically updated with new accounts, new orders and new invoices from your Accounting/Inventory System, means your whole team has a clearer picture of what's happening with each customer and who's doing what.
Don't just report on isolated data from your Accounting/Inventory System, or from your CRM. Instead, bring all your data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from your back-office system with your CRM data and activities.
of Distributors are focused on revenue growth
are prioritising increased profitability
are driving efficiency with eCommerce
are currently investing in CRM to drive growth
