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
Quoting SoftwareOptimise 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
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
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!
Compliance and Certifications are your way of knowing that we take seriously the things you care about most. We’re proud to be ISO 27001 accredited for information security. Being ISO certified means that you can be confident that we apply international standards and best practices. Our processes and policies are constantly scrutinised and we undergo an independent annual audit to maintain our ISO certification.
With Prospect, your data is encrypted "at rest" (in the database) and "in transition" (as it is transmitted to and from users across the internet). But, you will want your staff and customers to see that is secure too. That's why we provide certificates as standard using 256-bit encryption with a 2048-bit key.
Prospect is hosted in Microsoft Azure, Microsoft’s Global Cloud platform. With Azure, Microsoft has made an industry-leading commitment to the protection and privacy of data. Microsoft were the first cloud provider recognised by the EU's data protection authorities for their commitment to rigorous EU privacy laws. Microsoft Azure complies with ISO 27001 and was the first major cloud provider to adopt the international cloud privacy standard, ISO 27018.
We use Microsoft Azure and Amazon data centres that implement the highest levels of data security, redundancy and reliability. Prospect services, running within Azure are all load-balanced with redundancy built in. They communicate across a private network within Azure and are secured by Azure’s AI (Artificial Intelligence) monitoring and protection systems. The Microsoft Azure data centres (where we run the Prospect services) and the Amazon data centre (where we store your CRM and CMS backups) are both compliant with ISO 27001.
Independent automated systems monitor every aspect of our solution, from secure certificate expiry to the performance of individual services. We use independent experts to actively scan and report on PCI vulnerability tests and to perform regular network and software penetration testing.
Most security breaches come from poor user security, not hard-core hacking. And it's no wonder...managing lots of different passwords is annoying, easy to forget and inevitably insecure. It's simpler for the users if they only have to sign in once with SSO (Single Sign-On), using something they already know like their Microsoft Office 365 login. It's much easier for IT and Admins to manage just one central list of user identities within Office 365 or Microsoft AAD. And it's much more secure to centrally enforce strong passwords and MFA (Multi-Factor Authentication).
In the end, security comes down to commitment across the organisation. Our staff are trained and regularly tested in security best practice, company policy and security culture. You can read more about our best practice in our Security Policy.
We take your privacy and data seriously, not just the data we store for you when hosting your applications, but any data we hold about you as a company or individual. Feel free to read our full Privacy Policy & Conditions to learn about our website cookies, and how we use, collect and protect data that relates to you and your use of our systems.
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