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
Take more orders by integrating Exchequer to Prospect, the #1 Stock-Aware CRM
Bring your Exchequer data to life in a secure, modern, cloud CRM for Exchequer, whilst reducing the load on your Exchequer server. And, as your business grows, Prospect can grow with you.
With Prospect, your customer facing staff can produce quotations and sales orders using all your Exchequer information - without having to manually check any prices. Then, confirm orders directly into Exchequer with a click of a button.
Knowing which products are available today/tomorrow/next week means Sales teams are Stock-Aware too - they can sell the right thing at the right time to the right customers; improving stock management & customer service.
By connecting Exchquer with Prospect CRM, you eliminate time-consuming, error-prone rekeying, allowing your Sales team to spend more time selling from Prospect CRM.
Know which of your customers are buying more this year than last, who's buying less or stopped buying - all using real-time Exchequer data.
Real-time visibility gives you a complete picture of what's happening with your customers in a consolidated view so you're empowered to give solid gold customer service.
Exchequer is an award-winning financial and accounting solution suitable for small to medium-sized organisations, and is widely used by wholesalers and distributors who sell products from stock.
On-premise Accounting System Gateway Requirements are outlined in the document below.
View DocumentBecause ProspectSoft integrates to our Exchequer accounting system, we now have one central place to perform all our key sales processes.
Paul Carpenter, Operations Director, Airflow Developments Group VIEW CASE STUDYBoth the integration to our accounting system, Exchequer, along with the fact that ProspectSoft can adapt the system to suit your business requirements were what attracted us to ProspectSoft.
Howard Venning, Managing Director, Aspen Electronics Ltd VIEW CASE STUDYIntegration was key for us. We have a long-standing relationship with Exchequer. Implementing ProspectSoft was therefore a natural extension of our business. Customer orders are processed straight through to Exchequer, meaning there is no error-prone rekeying.
John Hewitt, General Manager, Beta Valve VIEW CASE STUDYWe use Exchequer for our account solution, which in the past stored all our important information. Using this information and adding to it was essential.
Craig Lewis, Managing Director, Clinipak VIEW CASE STUDYIntegrating to our Exchequer accounts system through ProspectSoft has extended the level of personal service we can provide to each customer online. Customers have access to individual account information; including product purchase history, customer specific pricing and available stock.
Cycling Sports Group VIEW CASE STUDYProspectSoft CRM enabled us to bring all our business and customer information together into a central place through its integration to Exchequer. An integrated solution meant everyone could access and store information about customers, and in turn our processes became more efficient.
Lucy Woodnutt, General Manager, Forestadent VIEW CASE STUDYThe integration to our accounts was great as everything was already on there, meaning no rekeying was involved.
Dave Shuttleworth, Managing Director, IDNS VIEW CASE STUDYThe integration to Exchequer was, and still is, the driving factor to us adopting the system - we use Exchequer for our accounts, and having orders processed straight from ProspectSoft to Exchequer was a very attractive feature for us.
Malcolm Avison, Managing Director, Vantage House VIEW CASE STUDY
