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
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
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!
Processing customer orders shouldn't be a demanding, manual task. Get from quote to order faster while eliminating areas of internal error with Prospect CRM's order tracking software that lets you take more orders in less time, every time.
Want to deliver a trouble-free experience for your customers that takes their order from quote to invoice within minutes? With an integrated CRM system that pulls product and pricing data from your back-office accounting or inventory management system, your Sales team can generate quotes and directly confirm orders with the click of a button. Prospect CRM helps to streamline your order processing and improve touchpoint efficiency for your staff, your customers, and your bank balance!
Take a free 14-day trial
Prospect CRM's order tracking software enhances the customer ordering experience with an optimised workflow in place
Reduce the risk of manual errors by automating data organisation to increase the accuracy and validity of orders
Add 'Accept' and 'Reject' buttons to quotes for faster approval and sales order processing
Get from quote to order quicker with CRM order management and watch your sales grow!
By integrating your inventory management, accounting or ERP system to Prospect CRM, your Sales team will have clear visibility of valuable customer and stock information during key stages in the pipeline, like quoting and taking orders.
Build accurate and profitable quotes in Prospect CRM with streamlined order control and real-time visibility of inventory levels, pricing, and customer preferences.
With an optimised quote-to-order workflow in place, you can deliver an enhanced customer ordering experience, boosting loyalty and reducing customer attrition - order processing has never been easier.
With so many CRM systems to choose from, it can be difficult to know which system is right for you.
Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your type of business.
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The saving however has really been the cost of administrative staff. We are now taking more than 60% of our orders through the website. If each of these had to be re-keyed into Exchequer we would have had to employ 2 or 3 more admin staff. A high cost, without taking into account the errors that inevitably happen in manual processes. ProspectSoft eCommerce does this all for us – our customer can now place orders at a time convenient to them (not during their opening hours) and have access to the same information as if they had called us.
Paul Carpenter | Operations Director
Airflow
ProspectSoft’s eCommerce solution has enabled us to trade 24/7 and for customers to order at a time that is convenient to them. Our products are clearly displayed on our website with along with all the necessary information, including stock, pricing and product specifications.
Neil Merry | Managing Director
Cycling Sports Group UK
We initially implemented ProspectSoft CRM to be primarily used by our sales team, as this is where the major growth was. They are taking regular orders and ProspectSoft allowed them to do this in a quick and efficient manner, removing the need to rekey anything into our accounts system. Since then we have expanded into online sales for retail and trade, taking orders 24/7 whilst providing the same experience as if they had called us.
Jonathan Stannell | IT Project Manager
LTT Vending
Start delivering an improved ordering experience for your customers. Check out our detailed workflow guide on the steps to take to optimise your quote-to-order workflow!
Fed up with manumatic quotation and order processing stifling business growth? Read our blog on why B2B product sellers should implement an optimised quote-to-order workflow.
Watch back our webinar with ProspectSoft's Founder, Andrew Ardron - dedicated to helping you optimise your Quote-to-Order Workflow using Prospect CRM.