The Solution
When we were looking at other CRM vendors, we couldn't find a CRM that monitored stock as well as
Prospect CRM does. Its integration with Unleashed and
Xero – two other replacement best-of-breed systems for
inventory management and accounts – is second to none.
Right from the outset, Prospect CRM made an instant difference in the business. One of Prospect CRM's best
features is its quoting
functionality – this side of Prospect CRM is much more efficient than anything else we've been able to
find. When customers call up asking for the order they placed last week, we can easily pull up their
order history, amend any quantities, and upsell any relevant items.
Prospect CRM's reporting capabilities is where the system really comes into its own. When you're
dealing with thousands of customers, it's extremely difficult to keep track of who's still buying
regularly and who's slipping away. But with Prospect CRM's built-in RFM
analysis, we know what's happening with our entire customer base – if they're buying less
with us, buying more, or stopped buying altogether. The Sales Reps Leaderboard shows me how many
quotes have been signed off and their associated order values, so I get a full picture of not just
what's happening with our customers, but with the Sales team too.
Having Prospect CRM and Unleashed integrated has allowed us to run our small, family business
efficiently and enables us to compete with the big players, meaning we can concentrate on growing
our business.
