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
All of our business and customer information was spread across multiple spreadsheets, Pegasus Opera, and Microsoft Outlook. Having no central store for this key information meant we were running very inefficient processes; in fact we were running several different processes in multiple spreadsheets. We needed to bring these processes and information together into a single view so we could communicate effectively and offer a better service to our customers and in turn increase our sales revenue.
We initially looked at Prospect CRM because of the solid integration they offer to Pegasus Opera. This is where we were storing the majority of our data. The integration meant we could bring all our business and customer information into one central place and provide our sales team access in the office, at home, or on the road. Ultimately improving the efficiency of our processes and effectiveness of our sales team.
ProspectSoft's team of consultants and account managers understand real businesses and their needs. Their expertise and knowledge mean you get the solution that is right for your business, not someone else’s.
Prospect is a real-time business system that improves business efficiency, gives you valuable customer intelligence, and increased return on investment.
Better customer and business information management in one single view.
More time for more sales!
Increased sales by providing sales reps with access to valuable customer information anywhere.