The Solution
John Whiteside, Sales Manager
"The unique integration capabilities with our existing Inventory Management tool,
Unleashed, gives a comprehensive record of stock
levels and customer insight in one, centralised place for the whole team. As data is inputted into
Unleashed, it appears instantly in Prospect so that we're always seeing a real-time view of stock
levels and allocated stock.
"Getting the team up to speed with and using Prospect was easy – within days, the team could
competently use the software. Having trialled a variety of CRM systems, we found Prospect to be the
easiest and most user friendly.
"As a Sales Manager, using Prospect CRM provides me with infinite more power in a fast-growing team. The
clean Dashboard provides real-time insight into where sales are going, customers who require more
attention, and any orders that should've been placed by now
based on purchase history using the built-in RFM Analysis. This level of
accessibility enables us to proactively target opportunities and fine-tune areas for improvement to
move them in the right direction.
"Using Prospect CRM, the customer experience we're able to provide has been transformed. Within
seconds, we can view all past correspondence with a customer and provide a service that's reflective
of this. Plus, the product knowledge gained helps us to ensure we're pushing the right products to
our customers at the right time based on their demand. By drilling into a product line, we can see
insights such as who's been purchasing, why something isn't selling, or discover which customers are
repeat buyers of the product.
"We frequently use the Problems function of Prospect CRM too for aftersales support. We can easily
categorise issues and report on them quickly, meaning we're flagged about areas to improve. If a
customer has an ongoing issue, Prospect CRM allows us to open a case and all employees can keep track of
it until the issue is closed. As a result, customers know their issues will be resolved quickly and
competently."