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
The only cloud CRM built for selling products and stock from Sage 50
Bring your Sage 50 data to life in a secure, modern, cloud CRM for Sage 50, whilst reducing the load on your Sage 50 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 Sage 50 information - without having to manually check any prices. Then, confirm orders directly into Sage 50 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 Sage 50 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 Sage 50 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.
Sage 50 is a market-leading accounts software that makes managing customer, supplier and day-to-day finances as easy as possible.
On-premise Accounting System Gateway Requirements are outlined in the document below.
View Document