Why Stock-Aware CRM?
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 CRM 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 process and grow your customer base. With Prospect CRM, your team will increase sales, improve customer retention and maximise profits.
Stock-Aware CRM
Discover how Prospect CRM combines traditional tools for marketing, sales and customer service with the reality of selling products B2B. From quoting and ordering to inventory management and product information, it’s a single source of truth for your business.
B2B eCommerce
Our eCommerce integrations and B2B trade portal empower your customers to place orders around the clock. Explore how you can make customers stock-aware to improve convenience, reduce errors, and enhance the overall buying experience.
Step into the future of CRM, where AI-powered intelligence turns everyday tasks into effortless wins.
The CRM Growth Engine: A Blueprint for Success
The Growth Formula
In B2B product sales, driving sales growth boils down to two key elements: acquiring more customers and increasing Customer Lifetime Value (CLTV). By expanding your customer base and nurturing each relationship to promote longevity, you can achieve sustainable, scalable sales growth.
The Growth Model
Sustainable B2B sales growth can be broken down into 7 core growth strategies:
- Attract – Draw in high-potential leads with targeted outreach
- Sell – Showcase solutions that address customer needs
- Close – Convert prospects into wins
- Onboard – Make a lasting impression and nurture brand loyalty
- Order Value – Maximise each order with upsell tactics
- Order Frequency – Encourage regular order patterns and repeatable buying circles
- Retention – Keep customers engaged through consistent support
Combine these strategies to form a powerful growth engine and drive long-term revenue success.
The Growth Playbook
Turn strategy into results with our step-by-step playbook designed to bring the Growth Model to life. Whether you’re looking for quick wins or long-term strategies, you can prioritise initiatives that align with your resources and goals. This customisable framework helps you effectively balance your efforts to maximise growth, ensuring every action you take is purposeful.
Choose your path, invest wisely, and take your sales to new heights!
Prospect CRM Integration Partners
More than ordinary CRM and eCommerce
A CRM system should be more than just a digital notepad that makes managing customer orders, pricing, and communication a struggle. See how Prospect CRM outperforms traditional systems to simplify B2B product sales.
Grow your Customer Base
How successful are you at attracting & signing up new customers for a first order?
How Stock-Aware CRM can help:
- Lead generation & prospect sourcing
- Automated follow-up reminders
- Sales pipeline management
- Data-driven quoting process
Maximise Customer Retention
Once successfully onboarded, how long do you retain an average customer for?
Prospect CRM helps you improve customer lifetime value with:
- Missing Order Alerts
- Customer segmentation strategy
- Customer service management
- Holistic customer overview with advanced dashboards
Increase Order Value & Frequency
Can you pinpoint reducing average order values and identify opportunities for upsell & cross-sell?
Leverage these stock-aware features:
- Cross-Sell and Upsell Matrix
- Send targeted campaigns to build product awareness
- Unlimited products, discounts & special pricing
- Future stock calculations & allocations
Create Happier Customers
Do you run highly targeted marketing campaigns to customers who buy X product but not Y product?
Show customers you care with:
- Email thread tracking & interaction logs
- Product upsell & cross-sell prompts
- Aftersales Problem Tracking
- Unlimited customer accounts
Work Better as a Team
Do you have well defined quotation templates, consistently used across the team?
Streamline your sales process from lead generation to quoting with these collaborative features:
- Centralised customer data
- Automatic updates from your Accounting/Inventory System
- Flexible fields & entities
- Document Library accessible to everyone
Improve your Business Reporting
Do you analyse your close rate by salesperson, by territory, by customer type & other dimensions?
How Prospect CRM helps you improve your reporting strategy:
- The Growth Engine performance analysis
- Configurable record/entity relationships
- Built-in standard reporting templates
- Advanced report refinements & filtering
Trusted by wholesale businesses worldwide
Join the ranks of hundreds of businesses that have successfully transformed their operational efficiency by connecting with Prospect CRM!
No credit card required
Features in Prospect CRM
Grow your B2B product sales with these features - all included in your Free Trial.
Evaluate your sales performance & get instant results!
Why Invest in Stock-Aware CRM?
Discover the trends shaping your industry by downloading our B2B Sales Growth Report
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are effectively achieving business goals with CRM
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saw a decrease in acquisition costs with CRM
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more can be unlocked every year with customer loyalty
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boost in sales productivity following CRM adoption
Customers Love Using Prospect CRM
More Happy Customers Using Prospect CRM!
Trusted by wholesale businesses worldwide
CRM Built for Your Industry's Challenges
Explore how Prospect CRM can tackle unique hurdles by addressing your industry's most pressing challenges - unlocking smarter workflows, driving sales growth, and empowering your team to perform at their best.
Unlock Proven Strategies for B2B Success
Access practical, hands-on tips and expert advice tailored to help you streamline operations and boost profitability in your B2B product business.
All of our helpful resources
End of Financial Year Survival Guide: 5 Steps for Supply Chains to Get Ahead
10 Reasons Why Wholesalers Need Stock-Aware CRM
How Every Department Can Benefit from a CRM
3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business
Key CRM Functions for B2B Wholesalers