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
Better QuotesOptimise 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
Track InventoryKnow what stock is available today & in the future
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
Airflow are a UK based company producing and selling a range of fans and ventilation systems to retail and trade customers.
ProspectSoft has a great culture. We have extremely good communications with them — both over the phone, through our attentive account manager and using their online resources. The solution has helped us manage our customer and business information, as we all refine our processes and increase our overall efficiency.
We've developed our company's use of Prospect CRM to create a solution that improved our processes and reduced administration time; altogether increasing efficiency.
Paul Carpenter, Operations Director
Time Reduced
Reduce time spent on manual orders and admin to increase the efficiency of the team.
Integration
Back-office integration means all key business data and processes are performed in one system.
Opportunity Management
We can develop and manage quality leads from end-to-end using sales pipelines.
We struggled with a lack of cohesion between projects as information was not in one centralised place, which made tasks time consuming and inefficient. For example, we created quotes in Word which led to duplications and high levels of resource to just 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 CRM integrated to our Exchequer accounting system, we 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 now develop quality leads and manage them efficiently using the CRM because they're all logged and processed from one system.
