Summary
Prospect CRM has brought everything together and has taken our customer relationships to another level. If you're a customer-centric product business using DEAR Inventory/Cin7 Core, Prospect CRM is the best CRM for you.
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
Under Control Instruments specialise in supplying heating and control solutions to industry. They create bespoke solutions by providing heating elements, temperature controllers and temperature sensors.
Prospect CRM has brought everything together and has taken our customer relationships to another level. If you're a customer-centric product business using DEAR Inventory/Cin7 Core, Prospect CRM is the best CRM for you.
With its integration to our Inventory Management system, DEAR Inventory, it’s like a hand in a glove.
Delroy Dore, CEO
Integration with DEAR Inventory
The two systems communicate with each other in real-time so our data is always being refreshed for full visibility.
Quoting
We can now see exactly what's been quoted, the predicted order value, and where we're making healthy margins.
Support
The service from ProspectSoft has been very positive, and their free resources help us get quick answers too.
Before using Prospect CRM, we were creating and logging quotations manually as
either Word documents, Excel spreadsheets, or by physically filing them into folders that would end
up here, there and everywhere. This made it very difficult to manage and remember what each customer
had been quoted.
We didn't have any formal process in place with managing our customer relationships either. It was
all done manually, and having documents all over the place meant it was very hard to keep track of
what other members of the team were doing and which customers had already been interacted with. This
posed a huge risk of duplications and, for a business of our calibre processing multiple orders daily,
this just wasn't cutting it.
With the business growing, we needed to change and implement a new solution that
could better manage customer relationships. We trialled Prospect CRM because of its integration to
DEAR (now Cin7 Core), our Inventory Management system - the two systems
communicate with each other like a hand in a
glove, so it was the perfect fit.
The integration between Prospect CRM and DEAR Inventory means we can drill into the background of each
of our products and get real-time insights, like if the product is profitable, how much stock we
currently have and, most critically, if it's been marked up correctly. Before, we'd unknowingly
quote a price to win the business but end up making a loss.
Prospect CRM allows us to easily keep track of all our quotes. These are now in one, centralised place
where we can track exactly what's been quoted, the estimated value and the orders placed as a
result. Having all this information logged in one place means we can also upsell new products
to certain customers based on their previous buying patterns.
With an effective CRM system, getting orders out is much simpler and our customer service is
enhanced. Customers are no longer waiting for a member of our team to follow up on quotations. Instead,
once the order is placed, the system automatically actions it based on the pre-configured
functionality and available stock levels in DEAR Inventory, meaning orders are usually processed
within the day. And, if a customer is experiencing a problem or there's a service issue that needs
to be progressed, we're able to action this using the problem tracking feature in Prospect CRM.
The service we've received from the team at ProspectSoft has been very positive too. As soon as we
have any questions or queries, we send an email and get a ticket that gets responded to promptly.
Many of our queries can also be easily answered through their help docs and videos,
meaning we're never left in a lurch and always have our questions answered.
