Make the Switch to Prospect CRM: Simplifying Your CRM Migration

Whether you’re switching from another CRM or upgrading from spreadsheets, discover how Prospect CRM helps B2B product sellers grow their sales and cut down time spent on admin by one day each week.

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Leads Are Falling Through the Cracks

Without a central system, it’s too easy to forget follow-ups. Leads can go cold quickly while your competitors warm them up.

You Can’t Improve What You Can’t See

Siloed data and guesswork make it hard to spot what’s working and what’s not. Without visibility across sales, stock, and customer history, your team’s operating in the dark.

Manual Tracking Is Slowing You Down

Copying and pasting data between spreadsheets is both tedious and expensive. Every hour spent managing data manually is an hour not spent selling.

Customers Feel the Gaps

Inconsistent communication leads to missed messages, muddled orders, and frustrated buyers. A great product isn’t enough if the customer experience doesn’t match.

Growth Stalls Without Structure

Scaling a B2B product business is tough without the right tools. No CRM means no automation and no room to grow without burning out your team.

Why You Need a Stock-Aware CRM for B2B Sales

Most CRMs weren’t built with wholesalers, distributors, and manufacturers front of mind, so if you’re managing sales without real-time stock visibility, you’re missing the full picture.

If you’re considering a CRM migration, here’s why your next move should be to a solution that keeps every department connected:

Centralised Data

When your contacts, conversations, orders, and stock levels are all in one place, your team works faster and sells smarter. No more siloed systems or disconnected insights, just one platform designed for clarity and action.

Automated Workflows

Tired of repeating manual tasks? A stock-aware CRM lets you automate quotes, follow-ups, reorders, and more. Whether you’re changing CRM or moving from spreadsheets, automation will cut admin and increase output.

Forecast with Confidence

With integrated stock and sales data, your pipeline becomes a powerful forecasting tool. Know exactly what’s coming, what’s needed, and where to focus your efforts without the guesswork.

Build Strong Customer Relationships

With tools like RFM analysis built in, you can personalise communication, identify at-risk accounts, and target your best buyers effortlessly.

Scale Without Growing Pains

A typical CRM might help you today, but a stock-aware CRM helps you in the long run. Whether you’re dealing with complex pricing, product variants, or large order volumes, the right system grows with your business. If you’re planning a CRM switch, choose one that’s built for your future.

Leads Still Go Cold

If you’re chasing leads across disconnected tools or still missing follow-ups, your CRM isn’t doing its job. A system that doesn’t drive sales is just expensive storage.

You’re Flying Blind

If your team’s spending more time digging through tabs than closing sales, you’re overdue for a change. Changing CRM can give you full visibility into stock levels, customer history, and real-time sales performance.

Manual Work Hasn’t Gone Away

If your CRM adds steps instead of removing them, there’s likely a better fit out there – and the CRM data migration process might be easier than you think.

Customer Experience Is Inconsistent

Fragmented systems mean fragmented communication. When your team can’t see sales activity, what’s been ordered, or what’s in stock, customers feel disconnected.

Growth Feels Risky, Not Scalable

B2B product sellers need automation and a systemised workflow to scale. If your CRM can’t deliver that, it’s time to consider switching CRM systems before growth stalls completely.

Key Considerations When Making the CRM Switch

A successful CRM migration isn’t just about moving data – it’s about making the right move for your business. If you’re planning a CRM switch, here’s what to look out for:

Be Clear on Costs

Not all CRM pricing structures are the same. Many systems draw you in with a low headline price, then charge extra for essential features and support.

However, Prospect CRM offer transparent pricing with no hidden surprises.

View Our Cost of CRM Guide

Prioritise Seamless Integration

Your CRM should work with your business, not against it. Make sure it integrates easily with your accounting software, inventory system, or ERP solution.

Prospect CRM connects effortlessly with platforms like Xero, Unleashed, Cin7, and Quickbooks Online. Brows our Integration Marketplace to see if your back-office system is on our list!

See Our Integrations

Choose Features That Fit Your Workflow

Many CRMs are built for generic service businesses instead of B2B product sellers. Look for tools that support your unique sales process, from managing repeat orders and complex pricing to tracking customer-specific buying behaviour.

With Prospect CRM you get actionable insights that help you stay ahead of the competition.

Browse Feature Spotlight

Pre- & Post-Adoption Support

Making the CRM switch is a big move that shouldn’t feel like a leap into the unknown.

A successful CRM data migration starts with expert guidance and should offer ongoing support that actually supports you.

Prospect CRM offers hands-on help to map, clean, and import your data, and we don’t disappear once you’re up and running. From live chat to help guides and customer success check-ins, our team is here to ensure you keep getting value long after the switch is done.

Explore Our Onboarding Process

Step 1: Plan & Prepare

We map your current workflows and align everything for a smooth transition.

Step 2: Connect & Import

Populate our import template while we sync your back-office system.

Step 3: Configure & Launch

Time to tailor your CRM to fit the sales process and get your team trained.

“Making Do” Isn’t a Growth Strategy – Migrate to Prospect CRM Today

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