Target the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Accurately set goals & targets against revenue and orders
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Know what stock is available today & in the future
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
Customer Relationship Management (CRM) is a strategic tool which can help your business manage any correspondence and interactions made with a range of stakeholders within and outside your business. This can include a comprehensive view of interactions your company has with your customers, prospects and suppliers. Having an effective CRM system in place can facilitate an enhanced experience for your stakeholders. This is particularly important as a small business, as maintaining long-standing relationships with your stakeholders is crucial when securing repeat business.
Many businesses, particularly SMEs, start their business with a physical list or book of contacts with their names and phone numbers, and would have typically stored this information and data in a document or a spreadsheet. If these customers or prospects were contacted, any correspondence that you'd had with them might have been written down or even typed up on separate document. This process is not only inefficient and frustrating for both parties, but it is ultimately not the most profitable way to run a business.
In order to remain competitive, SMEs need to think about how they can run their business more efficiently and effectively. Implementing a CRM system allows for any correspondence to be stored in one centralised database, and should be accessible to your entire team. Most CRM systems will allow you to choose what access you'd like to give each employee within the system, so you can ensure they're able to get to information that is relevant to their role or department.
A CRM should give you business control through the full sales cycle - from Marketing, Sales Lead Management, Quoting, Ordering, After Sales Service, and Business Intelligence. We've outlined some examples below of how our solution, Prospect 365, can benefit key roles within all organisations:
Integration is what we do best. Find out more about what Integration involves here.Learn more about Accounts Integration
Think a B2B Trade Portal is not for you?
Getting your team on board with a new CRM is not easy, but it's imperative. Our Whitepaper explains why.Download here