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 Olivia Smith on Thu 13 April 2023 in CRM
Thinking of investing in a CRM system for your business but have no clue where to start? Here’s our guide on what to look out for, how to identify whether a CRM is good value for money, and how to carry out effective research to make sure you’re purchasing the right CRM for you.
By Eleanor Akester on Thu 06 April 2023 in Sales
Lead qualification can be a discouraging task when half of your prospects turn out to be the wrong fit, so attracting the right buyers is key to levelling up your business performance. In this article we’ll discuss how you can create and utilise an ideal customer profile to refine your prospecting process, making lead qualification more streamlined.
By Imogen Lloyd on Thu 30 March 2023 in Sales
Facing rejection during the sales process is a natural defeat that anyone in the world of B2B is familiar with. But when your business becomes too comfortable with defeat, it’s important that you have a structure in place that aims to pre-empt and avoid the issue. So, we’ve put together the ultimate guide to building and managing a sales pipeline that prospers every time.
By Olivia Smith on Thu 23 March 2023 in CRM
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Data is the heart of all CRM systems and, when input correctly, can be utilised to heighten product, customer, and sales awareness. But data can be affected by a whole host of variables that can’t always be controlled by an automated system. So, how can CRM help when your data becomes faulty?
By Imogen Lloyd on Tue 14 March 2023 in Wholesale & Distribution
System Integration Expert and Managing Director of Outserve, Philip Oakley, shared his specialist advice on how to get the most out of software for businesses in the food and beverage industry. From reporting to road mapping, here are some of our key takeaways from the online event in case you missed it…
By Olivia Smith on Fri 24 February 2023 in Sales
The right CRM system can give you a hold on some of the most insightful statistics that are otherwise inaccessible. Learning how CRM can better your daily business operations is just the first step to increasing customer loyalty and customer lifetime value.
By Imogen Lloyd on Tue 22 November 2022 in Blog
Good or bad, all customer feedback can have a positive effect on your operations. If you’re a small business facing stagnant growth, perhaps it’s your approach to obtaining customer feedback that’s going amiss. Using these feedback retrieval techniques, you can start to strategise your sales and services efforts and increase your profit margin.
