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
Beta Valve are specialists in the supply of solenoid valves for the control of water and air.
Prospect CRM is a natural fit for us. It integrated with our previous Exchequer accounting system, and now integrates with our Unleashed. Since implementation, we've seen significant improvements in our business. The team are very responsive, and we can always rely on them for support.
I know we made a good choice in going with Prospect CRM, and if I was in the same position again I'd make the same decision.
John Hewitt, Managing Director at Beta Valve
Integration
Prospect CRM was able to integrate with a system we already had in place, making it a natural extension of our business.
Reach a Wider Audience
With Prospect eCommerce, we can keep track of and offer more products to boost our online presence.
Structured & Efficient Processes
We now have a system in place for the long-term, adapted to suit our business requirements.
We already had a website in place before Prospect eCommerce, but it was static and provided little information about our products. These issues caused us to rethink our current processes, and we knew we had to review our website in order to boost our online presence. We tried different methods to better promote ourselves such as Google AdWords, PR, and attending tradeshows, where we did have some successes, but nothing was consistently paying off. We needed a long-term solution in place that could adapt to our business requirements.
We now have Prospect CRM, Prospect eCommerce and email marketing solutions in place. It
seemed like a logical progression to implement
all three as our business evolved. Most of our enquiries now come through the website, meaning we
have more time to spend elsewhere. Not only have we saved time, but we have saved money too, as our
costs are much lower
since implementing the system. Customer orders are processed straight through to our back office
accounting system, meaning there's no
error-prone re-keying through human interaction.
With Prospect eCommerce in place, we can make slightly more obscure products available due to
how quick and easy it is to make them appear on the site. This has meant we have not only sold our most popular
products to our typical customer,
but have been able to access a slightly different market by displaying our more bespoke, unusual
products too.
The email marketing integration has allowed us to generate
qualified leads through targeted marketing campaigns based on key
customer information, and we're now utilising this even more to view results and monitor engagement
levels.
