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
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.