Customer Segmentation Model (RFM)Target 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
Landing Pages BuilderDesign and publish landing pages to enhance your digital marketing strategy
Cross-sell & Upsell MatrixStrategically 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!
By Imogen Lloyd on Wed 23 August 2023 in Sales
Centralising your B2B sales strategy around a single channel might be bringing in new business, but have you ever considered expanding your outreach? Discover the benefits of a multi-channel approach and start implementing the 4 best practices for omnichannel sales success.
By Eleanor Akester on Tue 15 August 2023 in CRM
CRM software plays a pivotal role in the success of wholesalers, manufacturers, and distributors by streamlining operations, enhancing customer satisfaction, and boosting revenue. However, selecting the right CRM is a complex decision that can significantly impact business outcomes. This article delves into the top five mistakes that businesses in these industries often make when choosing a CRM system.
By Imogen Lloyd on Fri 28 July 2023 in CRM
Optimising ROI on your CRM system is only achievable when you put time and effort into the setup process. A CRM system that’s populated with accurate data from the get-go will deliver the best long-term results, so here are some of our best practices for successful CRM setup.
By Olivia Smith on Wed 12 July 2023 in Sales
Learn how to create a customer journey map for the benefit of both your customers and your company. This guide is the definitive resource for anyone looking to improve their B2B business’s customer experience and set up a customer-centric, foolproof strategy.
By Olivia Smith on Thu 15 June 2023 in CRM
If you're working entirely from spreadsheets and constantly cobbling together fragmented data to produce insights, it might be time to consider software adoption. Whether you're a business struggling to see results or you just feel out of touch with your customers, here are a few tell-tale signs that your current processes need support from CRM.
By Jessica Nash on Wed 17 May 2023 in Wholesale & Distribution
You’ve been introduced to the Growth Formula and Growth Model concepts, but do you know how to achieve that growth and where to begin? The second part of our Growth Series includes a framework tool for maximising business growth, as well as a free assessment tool that tracks product business’ performance before, during, and after its application.
By Olivia Smith on Tue 16 May 2023 in CRM
Do you know how much manual processes are actually costing your business? See a comparison between the use of manual and automated processes, learn how you can make the switch to automation, and read about how you can create a more productive workforce.
By Olivia Smith on Thu 20 April 2023 in CRM
It can be difficult to know where to start when selecting the right CRM onboarding package that fits within your budget. While it is an additional cost, user onboarding is a pivotal factor in getting value from your CRM quickly. So, we’ve put together the ultimate pricing guide that’ll help you choose an onboarding package that suits your needs.
By Imogen Lloyd on Fri 14 April 2023 in CRM
The right CRM can be one of the most effective tools for elevating business performance and productivity. However, time and time again we see businesses investing in a CRM that not only isn’t a good fit, but even hinders their growth potential. To combat this, we’ve pooled together the top 3 signs your CRM isn’t right for you so you can make the change before it’s too late.
