Summary\Overview
Wholesalers, Distributors and Manufacturers know that selling physical products B2B can be a challenge. Stock-Aware CRM helps you meet those challenges by making sure your sales team has all the information they need to make a sale.
Prospect is a new type of CRM specifically designed to help wholesale, distributor and manufacturing businesses that sell physical products expand their business by selling online.
Prospect CRM helps you streamline your B2B sales processes by integrating product, inventory and customer data. Using this software will help your team to boost sales, help retain customers while getting new ones to maximise profits.
Main Introduction
Prospect combines the best of traditional CRM that is Marketing, Sales Pipelines and Customer Service Management. It also helps you come face to face with the truth of selling B2B products. It includes quoting, ordering, inventory management, special pricing, back orders, and whatnot. It also ensures your sales and service teams are fully Stock-Aware.
By combining your eCommerce and B2B trade portals, you can provide customers with an enhanced buying experience. Customers can access selected product and inventory information 24/7, place orders and access customer services. Your sales and service staff will be free to focus on more complex and valuable opportunities and activities..
What is Prospect CRM?
Prospect is customer relationship management software that is based on cloud and designed for the aid of Wholesalers, Distributors and Manufacturers manage business operations. It provides key CRM features such as contact management, email templates, interaction tracking, task management and lead pipelines.
Prospect is a cloud-based sales and customer support software platform that allows users to take orders, initiate back-office processes, and interact with customers from the field using a centralised interface. The platform includes an integrated support ticketing system that enables teams to understand customer problems to solve them. It also equips you with insights and updates for better understanding of customers.
Prospect offers an open API, which allows users to modify the system and integrate it with several third-party applications such as Xero, Unleashed Software, QuickBooks Commerce, DEAR Inventory, Cin7, Sage 50, Pegasus Opera, Access Dimensions, Exchequer, SAP and many more.
This CRM & eCommerce solution is the ultimate platform for growing B2B sales. It’s packed with years of integration experience, plus the latest cloud technology.
Prospect CRM is a sales tool that can help you close new business faster and more efficiently. A small increase in your new-business close-rate can have a profound impact on growth over time.
Some potential advantages of using Prospect CRM
Prospect CRM lets you identify your sales and marketing pipelines and analyze your accounts, allowing you to create quotes and orders easily. It also provides you with detailed sales analysis from your Accounting/Inventory Management System, which helps you understand your customers better. This 360-degree view of your customers enables you to get actionable customer insights as well as powerful sales analysis for your whole team.
The Prospect AI Growth Engine can help your Wholesale, Distributor or Manufacturing business grow by predicting when a customer has missed an order and alerting your Sales or Account.
Don’t just report on isolated data from your accounting or inventory system. Instead, integrate all your data together in one integrated reporting tool that combines up-to-date customer, sales and product data from your back office system with your CRM data and activities.
Centralized customer data in your CRM, automatically updated with new accounts, new orders and new invoices from your Accounting/Inventory System makes it easy for your whole team to see what’s happening with each customer and who’s doing what.
Company Services
Here is a list of services provided by Prospect CRM:-
- Two factor authentication
Prospects CRM is the ONLY CRM that integrates with your MLS listings and client data, creating automations that help you engage with your clients in meaningful ways.
- Toolbar
Prospects CRM will help you share information and best practices across your team. View schedules, assign activities, and share contacts and action plans. The Team Administrator has full control over user roles and permissions.
- Manage emails
Prospects CRM is your content and engagement platform for listing data, market insights, and more. It is so easy to use that you’ll be turning your database into a data bank in no time!
Pros And Cons
Here is a list of Pros of Prospect CRM:
- Ability to organise
This software lets a person divide customers into parts like companies, divisions and contacts. Also you get special search functionality based on reports, and AI aspects.
- RFM Analysis
One of the features I like is RFM Analysis, which makes customer calls so easy and helps me to know exactly who I need to call first.
Here is a list of Cons of Prospect CRM :
- Hierarchy structure of the CRM :
The hierarchy structure of the CRM can be both a blessing and a curse, depending on the type of customers you work with. There is a slight learning curve here but once your team is used to it, it works very well.
Conclusion
Prospect CRM is a blessing for freelancers, allowing them to manage their clients and projects easily. Using this software can help them boost their productivity and maintain constant contact with their clients. Prospect CRM has become an essential to all freelancers who want to grow in their career.
Customers have an easier time finding what they want, and your sales and service staff can spend more time selling more complex products.
It can also help them enhance their creativity and constantly improvise their work. Prospect CRM features like two factor authentication make it more dependable than other softwares. Customise and manage all your tasks from a single place at Prospect CRM.