Target the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Accurately set goals & targets against revenue and orders
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Know what stock is available today & in the future
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
Bring your Access Dimensions data to life in a secure, modern, cloud CRM for Access Dimensions, whilst reducing the load on your Access Dimensions server. And, as your business grows, Prospect can grow with you.
With Prospect, your customer facing staff can produce quotations and sales orders using all your Access Dimensions information - without having to manually check any prices. Then, confirm orders directly into Access Dimensions with a click of a button.
Knowing which products are available today/tomorrow/next week means Sales teams are Stock-Aware too - they can sell the right thing at the right time to the right customers; improving stock management & customer service.
By connecting Access Dimensions with Prospect CRM, you eliminate time-consuming, error-prone rekeying, allowing your Sales team to spend more time selling from Prospect CRM.
Know which of your customers are buying more this year than last, who's buying less or stopped buying - all using real-time Access Dimensions data.
Real-time visibility gives you a complete picture of what's happening with your customers in a consolidated view so you're empowered to give solid gold customer service.
Access Dimensions accounting software is widely used by B2B wholesalers and distributors.
On-premise Accounting System Gateway Requirements are outlined in the document below.View Document
As all our key customer information was stored in Access, integrating to this became a critical requirement of ours. Our Sales team can now take regular orders, and ProspectSoft allowed them to do this in a quick and efficient manner, removing the need to rekey anything into Access.Jonathan Stannell, IT Project Manager, LTT Vending Ltd VIEW CASE STUDY