Make the Switch to Prospect CRM: Simplifying Your CRM Migration
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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. 

Ready to Implement a CRM? 

If you’re still relying on spreadsheets, email threads, or a clunky system that doesn’t quite fit, here’s what might be happening behind the scenes: 

Download Implementation Guide

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: 

Time to Change Your CRM? 

Already using a CRM but still feeling the friction? If your current system wasn’t built for the complexities of B2B product sales, it might be time to start planning your CRM migration. 

Download Migration Guide

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: 

How CRM Data Migration Works with Prospect CRM 

Switching systems doesn’t have to be a headache. Our proven CRM migration process makes it simple: 

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