Prospect CRM

Prospect eCommerce

Free Trial Top Tips

By Eleanor Akester on Tue 26 July 2022 in SaaS

Free Trial Top Tips

Whether you’re just in the early stages of your software search, or are already in the middle of trialling different solutions, follow these top tips to make the most out of your free trial while it lasts!

The Access Group acquires ProspectSoft adding inventory and Stock-Aware CRM to its ERP portfolio

By ProspectSoft on Wed 20 July 2022 in Blog

ProspectSoft Access Group

Access ERP (Enterprise Resource Planning), a division of The Access Group, a leading provider of business management software to small and mid-market organisations, has acquired ProspectSoft Ltd, set up over 25 years ago, to provide organisations operating stock management with an effective CRM solution, geared toward working within the B2B product supply chain.

Key Considerations for a CRM Implementation

By Lucy Crossland on Fri 08 July 2022 in CRM


Choosing and implementing a CRM system takes time and consideration, and when there are hundreds of options to choose from, it can be tricky to know where to start. Whether you’ve used a CRM before, or are looking to build the right tech stack for your business from scratch, here are some key considerations that’ll help you save time, and critically, help you make the right choice.

Don't Make After Sales an Afterthought

By Eleanor Akester on Fri 01 July 2022 in Sales


Given that winning a sale is viewed as so critical to business success, it’s all too easy to fall into the trap of making after sales an afterthought. But, with the right tools and processes in place, Customer Service teams can be better equipped in their battle against dissatisfaction.

Setting Up the Essentials: 6 Crucial CRM Configurations

By Olivia Mascarenhas on Thu 30 June 2022 in CRM


Being able to fully make the most of the functionality-rich nature of a CRM comes solely from having all of the correct foundations in place. To do this, let’s bring it back to the basics and explore the all-important configuration set ups to set your business up for success with a CRM system.

3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business

By Lucy Crossland on Tue 28 June 2022 in CRM


For a B2B Wholesaler, Manufacturer or Distributor, the needs of a CRM could not be more different to a service-based business. Beyond needing the “traditional” CRM requirements that most CRMs offer, they have unique and distinct differences that require a more specialised CRM that goes beyond just storing customer information and tracking sales enquiries.

5 CRM Usage Errors to Avoid

By Olivia Mascarenhas on Thu 21 April 2022 in CRM

A great CRM system for a product business should mean your sales and services team are fully Stock-Aware. But there's the potential for small yet avoidable usage errors. To ensure you aren't falling into these mistakes, we've compiled a list of the top 5 most common CRM usage errors you should avoid.

Leveraging RFM: Using your "Champions" for Growth

By Lucy Crossland on Thu 07 April 2022 in Wholesale & Distribution

RFM analysis has become a crucial tool for effectively segmenting your customer base, in particular identifying your "Champion" customers. These customers offer unique opportunities for business growth. So how exactly can you make the most of this positive relationship to drive business growth?

Subscribe to Success: Why Onboarding is Key to Effective Software Adoption

By Chloe Baybutt on Thu 31 March 2022 in Wholesale & Distribution

Whilst onboarding often comes at a price, the long-term RIO to be gained from a quality onboarding experience is undeniable. Have a read of just 3 reasons why onboarding is great for effective software adoption...

You're Losing Customers - Here's How to Fix it

By Jessica Heald on Thu 24 March 2022 in Wholesale & Distribution

A leaky bucket in your business is likely draining the profit out of your business faster you can bring customers in. But how do you know who's at risk of being lost to competitors? And how can you analyse this information quickly, so you don't lose them for good?

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