The seamless integration between Katana and Prospect CRM really has been great. With a remote sales staff using Prospect and the facility team fulfilling the orders from Katana, it means each team is using just 1 program but the sales team can still see exactly what's available to sell, and facility staff don't need to be concerned with manually entering customer information to fulfil orders as it will automatically populate from Prospect CRM.Read more
Why Prospect CRM?
Get predictable insights
Did a customer place a smaller order than usual or forget to place an order on their regular day? Did they not receive a delivery due to an error or suffer another service problem? With AI-driven insights on sales performance, products, and customers, Prospect notifies your teams so they can sort out any issues and prevent customer churn before it happens.
Effortlessly increase average order values for each customer using Prospect. With tools built in to the CRM like the Magic Matrix and RFM Analysis, you can identify gaps and opportunities for upsell and cross-sell.
With centralised, real-time data at your fingertips, you’ll be able to identify your most profitable customers and what they have in common. Use this knowledge in your marketing and sales strategies to identify your ICP (Ideal Customer Profile), allowing you to find and retain more loyal customers and power sustainable, repeatable, and predictable growth.
Grow your business with CRM Integrated to Katana
Grow your Customer Base
Prospect CRM will accelerate your sales success, helping you close new B2B customers faster and more efficiently. Just a small increase in new-business close-rate can have a profound impact on business growth over time.
Maximise Customer Retention
New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert your Sales or Account Management team to contact the customer before they churn for good.
Increase Order Value & Frequency
By connecting Katana to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
Create Happier Customers
Whether it's just checking in with customers and recording activities, or logging and dealing with important customer issues - a CRM is all about staying on top of the things that matter to your customers and building stronger, more profitable relationships.
Work Better as a Team
Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from Katana, means your whole team has a clearer picture of what's happening with each customer and who's doing what.
Improve Business Reporting
You shouldn't just report on isolated data from Katana, or just from Prospect. Instead, bringing all the data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from Katana with Prospect CRM data and activities.