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28 articles tagged with "integrated CRM".

Key Considerations for a CRM Implementation

By Lucy Crossland on Fri 08 July 2022 in CRM

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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.

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?

4 Signs of a Great Software Onboarding Package

By Olivia Mascarenhas on Wed 16 February 2022 in Wholesale & Distribution


So what makes a stand-out Onboarding package that is really worth your time and money? Whether onboarding is included or additional, mandatory or optional, we’ve highlighted the top 4 signs of a worth-it onboarding package. 

What is Onboarding & Why is it Important for Product Businesses?

By Jessica Heald on Tue 13 July 2021 in Wholesale & Distribution

What is Onboarding & Why is it Important for Product Businesses?

Customer onboarding is largely associated with software businesses…but if you sell products business-to-business, a successful onboarding programme – turning one-time purchasers into loyal, long-term advocates – is crucial for your growth too.

Why CRM systems like Salesforce, Zoho, Insightly & Pipedrive don’t work for Wholesale, Distributor & Manufacturing Businesses

By Jessica Heald on Tue 24 March 2020 in Wholesale & Distribution

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The CRM market is a minefield. But for Wholesalers, Distributors & Manufacturers, the choice is clear.

Using RFM Segmentation to Grow your Wholesale, Distributor or Manufacturing business

By Jessica Heald on Wed 11 March 2020 in Wholesale & Distribution

Using RFM Segmentation to Grow your Wholesale, Distributor or Manufacturing business

Let us explain what RFM is, why you should care about it, how to calculate and use it, and most importantly – how it impacts all 6 key strategies for growth and profitability in Wholesale, Distributor & Manufacturing businesses…

What is Stock-Aware CRM?

By Andrew Ardron on Wed 16 January 2019 in Wholesale & Distribution

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You sell products B2B - either distribution or wholesale, or you’re a manufacturer, distributing your own products, and you want to increase sales. In that case you've come to the right place. 

Hate re-keying orders?

By Jessica Heald on Mon 24 September 2018 in CRM

 Fed up with re-keying your orders? Hate managing copious spreadsheets and switching between multiple systems to service your customers? Then look no further…you’ve come to the right place to find out how you can stop using these manumatic, inefficient processes in your business – once and for all! 

ProspectSoft Launches Integration to Cloud Inventory Management Solution, Unleashed

By Jessie Willans on Wed 12 September 2018 in Product Releases

 

 

ProspectSoft are delighted to announce our new integration with Unleashed Software

Building a Stock-Aware Sales Team

By Jessica Heald on Tue 03 July 2018 in Wholesale & Distribution

Building a Stock-Aware Sales Team 

Every organisation wants a high-performing Sales team, but how do you go about achieving it? 

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