Target the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Accurately set goals & targets against revenue and orders
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Know what stock is available today & in the future
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
Before implementing Prospect CRM and Unleashed, the business was being run on Excel and from a call log with no formal CRM system in place. This was a very manual process, and as the business grew to having over 500 stockists and weekly production runs, it became impossible to manage scalably. There was no formal process in place, and all in all it was a manual guessing game for when we’d next need to place orders.
The CRM system process before Prospect CRM was a disaster. Data was hard to access and stored solely on the computers of the individual salespeople. As a result, if one of them was off ill or away, it was a nightmare trying to trace the data and there was a real lack of visibility of what was going on within the business and our customers at any time.
We looked at a number of other CRM systems in our search, but the integration capabilities with Unleashed made Prospect CRM a clear winner. Right from the start, as soon as the system was set up, we could instantly see all our customer data and start reaping the benefits from day 1 – even in our Free Trial.
Prospect CRM has done an amazing job in helping us better communicate with our customers and understand them. In doing so, we can provide a higher quality of service. We now have a log of all communications and can analyse the data surrounding customer behaviour. A customer may buy one product or the whole range, so by analysing who buys what, we can send targeted campaigns to introduce customers to new products to increase their average order value and retain them for longer.
Prospect CRM has powerful, in-depth reporting. We can easily customise reports using RFM segmentation to get detailed information on what customers are doing, who’s at risk, and who should be contacted. Having clear reports has allowed our team to better utilise their time and we can now focus on continuing to grow our business.
One of the things we loved about Prospect CRM was the Onboarding process. We worked through the feature-rich functionalities with the Onboarding team at ProspectSoft to get a better understanding of the comprehensive system. The Prospect Academy is another great resource to have for answering our questions in minutes. Plus, the online chat and support have proven extremely helpful in getting a quick and thorough response.
Since the implementation of Prospect CRM and Unleashed, pretty much all aspects of the business have excelled. From customer service to stock levels and the volume of sales, our business has grown tremendously thanks to these best-of-breed systems. We now have the granularity that we need to grow whilst still having complete visibility into business functions.
Prospect has enabled us to scale up from a small business with a very limited number of productions runs to be a rapidly growing business with weekly production runs. One reason why we chose Prospect CRM and Unleashed is that they’ll grow with us as our business expands. These solutions have helped us grow our revenue over 100%, and despite this rapid growth we still have full control over our business and can make clear predictions about future trends.
The best-of-breed systems work seamlessly together, minimising rekeying whilst increasing visibility over both Inventory Management and Customer/Sales data.
The standard reports provide us with an in-depth analysis of customer trends, allowing us to make proactive decisions.
The Onboarding process guided us through all functionality Prospect CRM has to offer. The support doesn’t stop after the Onboarding Experience – there are brilliant help resources and support available at any time.