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 had no central place to store our sales information, and were struggling with anything from finding contact details to duplicating or losing quotations. We were also holding stock that was 2 years old - it was the wrong length and we couldn’t sell it as usual stock.
We needed somewhere central to store information across departments. We use Exchequer for our account solution, which in the past stored all our important information. Using this information and adding to it was essential. We have since expanded the CRM to deal with our complaints procedure. We were originally dealing with incidents on a one off basis. Now, everything is stored centrally in Prospect CRM, so we can make suppliers aware of problems and provide an effective service, and we have also moved into Email Marketing with Prospect.
ProspectSoft is a friendly company who are easy to stay in touch with. Every business owner knows what their problems are, and Prospect simply help with them.
Spend 2/3 less time on processing credit notes due to the success of the complaints procedure.
No longer spending hours finding information.
Increased level of engagement with our customers through Email Marketing.