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 were using an antiquated system which was over 17 years old, and it was time to update it. We had over 5 separate systems which all held important customer information, so we knew we needed to bring all our information into one single place.
We also had no existing CRM system in place, therefore tasks such as making entries more than once through re-keying was time consuming and inefficient. Selling an extensive range of complex products like we do, this was clearly causing problems in the business and for our customers.
Both the integration to our accounting system, Exchequer, along with the fact that Prospect can adapt the system to suit your business and customer requirements were what attracted us to Prospect. As a result, we implemented Prospect CRM as we needed a single solution that could operate for both our companies at the time, Aspen and Admiral. Despite merging these companies since, Prospect is still working well for us. We deal with a large, diverse dataset due to the nature of our business, and Prospect CRM has allowed us to manage this in an efficient, effective way.
The team at ProspectSoft are very approachable and responsive. There’s always someone to talk to, and the support team are always trying to solve any problems you may have in a timely manner. Before Prospect, I was very anti-CRM, but I can now see the real benefits in having one that is adapted to suit your business requirements.
Reduce time spent on manual orders and admin to increase the efficiency of the team.
We’re can easily locate emails and quotes, and being able to view customer sales history and correspondence improves our customer service and efficiency – without this it would have been a very manual task.
We are now able to manage our processes much faster than before.