Target the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Accurately set goals & targets against revenue and orders
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Know what stock is available today & in the future
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
We struggled with a lack of cohesion between projects, and information was not in one centralised place which made tasks time consuming and inefficient. For example, we created quotes in word, which lead to duplications and high levels of resource to simply process an order. We needed to improve our processes to become more efficient and profitable. Our sales functions and manual admin were top of the list to review— we wanted to spend more time selling and less time on sales admin without having to hire more staff.
Because Prospect integrates to our Exchequer accounting system, we now have one central place to perform all our key sales processes. This has enabled us to create quotes and confirm orders with increased speed and efficiency, whilst avoiding human error and duplication. We can develop quality leads and manage them efficiently using the CRM - they are logged and processed all from one place.
Reduce time spent on manual orders and admin to increase the efficiency of the team.
Back office integration means all key business data and processes are performed in one central place.
Develop and manage quality leads in one centralised place.