TrustRadius: an HG Insights company

What is Prospect Stock-Aware CRM?

Prospect is a Stock-Aware CRM, presented by the vendor as perfect for growing Wholesale, Distributor & Manufacturing businesses.

Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRM's fall short. Stock-Aware CRM aims to meet the challenges.

Prospect CRM integrates product, inventory and customer sales data, to streamline B2B sales processes. The vendor states the user's team will increase sales, improve customer retention and maximise profits.

With Prospect, users can:

  • Use Sales & Marketing pipelines to get more new customers
  • Access Accounting/Inventory data to produce quotes & orders
  • Discover detailed sales analysis from an Accounting/Inventory Management System to understand customers better
  • See a complete & centralised 360-degree view of customers - even those who are about to churn
  • Get actionable customer insights & powerful sales analysis for the whole team

Media

Screenshot of Sales Analysis
Screenshot of Account Manager Dashboard
Screenshot of Predicted Churn Alerts

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Screenshot of Sales Analysis