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
Quoting SoftwareOptimise 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
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!
Maximise sales growth with the CRM Growth Engine - a business intelligence dashboard and business growth strategy that analyses and benchmarks your sales growth performance by attracting new business and improving customer retention.
The Growth Engine is a sales growth strategy that transforms your CRM and ERP data into digestible charts that calculate your progress in the 7 growth strategies: Attract, Sell, Close, Onboard, Order Value, Order Frequency, and Retention. Using the clear upward, flat, or downward trends to analyse business performance, you can precisely pinpoint which areas need the most focus for improvement.
Try the Growth Engine - free for 14-days
Get personalised data analysis across all 7 growth strategies
Automatically creates data-driven insights using your connected Inventory/ERP/Accounting system
Measures performance with trailing twelve months (TTM) to gain accurate insights that aren’t skewed by seasonality
Generates digestible charts that showcase your growth performance
Applies benchmarking by region, size, and industry
Identifies opportunities for growth
Identifies areas for improvement
Discover actionable advice and best practices to improve performance
Most small to medium-sized business owners wrongly believe acquiring new customers is key to growth - but sales and marketing efforts to just acquire new customers are expensive, and not an instant fix. The most successful product businesses also focus on the ultimate predictor of success: customer lifetime value (CLTV). By incorporating the Customer Lifetime Value Formula the Growth Engine analyses your performance against both, attracting more customers and maximising customer lifetime value!
Find out more
Using laser-focused marketing that creates a robust funnel of high-quality leads, the Attract growth strategy helps refine your Ideal Customer Profile (ICP) to draw in relevant enquiries while scaling up your promotional drive.
The Sell growth strategy aims to enhance your sales potential. Use your Growth Engine to measure whether your sales strategies are helping you reach the right leads for maximum profit.
When suitable enquiries are attracted in sufficient volume, the Close growth strategy uses proven methods to enhance win rates like sharing successful sales and streamlining the buyer’s journey.
Using the Onboard growth strategy, one-off customers can be converted into repeat buyers through continued engagement and an interactive customer experience.
If your Order Value is suffering from downward trends, or not increasing as fast as you’d like, using the Order Value growth strategy will help you improve this metric as you watch your sales surge.
The Order Frequency growth strategy demystifies customer ordering patterns so you can predict when an order should be placed and prompt customers at the right time, avoiding delays and increasing the repeatability of orders.
Increasing customer retention by just 5% can increase profits by an incredible 25-95%. So, the Retention growth strategy makes fixing that leaky bucket a top priority - regardless of new business buildout.
Find out exactly how sales performance is influenced by your customer acquisition rate, and watch your revenue increase alongside customer lifetime value (CLTV) as you continue to grow a profitable product business.
Using the first 4 growth strategies (Attract, Sell, Close & Onboard), the Growth Engine prompts the acquisition of new customers at an accelerated pace.
The Growth Engine applies the last three growth strategies (Onboard, Order Value, Order Frequency & Retention) to maximise your customer lifetime value (CLTV).
Have access to clear charts that illustrate your progress in each of the 7 growth strategies. Seeing the direction of your performance trends, you can easily determine where you’re excelling and which areas require attention.
Switch between a view of your monthly data and TTM (Trailing Twelve Months) to see your performance over the past 12 months, unaffected by seasonality.
Receive clear warnings on areas of concern such as average order value (AOV) and customer churn rate with up-to-date data synchronisation that makes you reactive to issues before they can escalate.
Wouldn’t it be great to know how your business scores on the key success metrics for growth? It can be challenging to know where your efforts are best spent for the biggest returns in getting more customers and increasing customer lifetime value.
Introducing the Growth Playbook Scorecard – a free assessment tool, that uses the 7 key growth strategies to evaluate and analyse your business’ performance.
Fill out your scorecard for instant results
Overall, I think the Growth Engine will be useful and will drive sales growth in our business.
Ralph Porter | Sales Manager
Lamp Source
We can’t recommend the CRM or the team at Prospect highly enough. Outstanding support throughout the entire setup process. We are really impressed with what Prospect CRM can offer us as a small business with improving our customer relationships and driving sales.
Laura Sieczkowski
Mantle Packaging Machinery
As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb and flow, I can safely say that Prospect CRM has really streamlined our approach and really allows us to manage our customers more effectively. I like how easy it is to use and how it integrates with other systems we use for manufacturing.
Jaime Mason
WeBottle Ltd
Fill out this free assessment tool to evaluate and analyse your business’ performance against the 7 growth strategies.
Get an introduction to the Growth Formula & Growth Model that make up the Growth Engine.
Check out our blog on The Growth Playbook and how to implement it!
Key learnings from the digital records of 2,000 CRM users trading with 2 million businesses, and processing 15.8 million orders.