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
By ProspectSoft on Wed 20 July 2022 in Blog
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.
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.
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.
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.
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.
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.
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?
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...
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?
