Name: Prospect Stock-Aware CRM
Author: ProspectSoft Ltd

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Bug  Tracking

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Visual Collaboration

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Revenue Management

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Component Content Management

Data Pipeline

Electronic Data Interchange (EDI)

Fraud Detection

Hosted Virtual Desktop

Identity Governance and Administration

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Hosting

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Database Management Systems

Security Awareness Training

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Intent Data

Marketing Automation

Marketing Resource Management

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Prototyping

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Email Tracking

Sales Intelligence

eCommerce

Sales

Operational Technology (OT) Security

Security

Computer-Aided Design (CAD)

Construction Accounting

Loan Servicing

Nonprofit Fundraising

Patient Engagement

Revenue Cycle Management (RCM)

Utilities

Vertical-Specific

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### Sales Management
Users generally praise Prospect Stock-Aware CRM for its robust sales management capabilities. They appreciate the system's ability to streamline lead tracking, automate follow-ups, and enhance sales team accountability. The platform's features and analytics empower businesses to make data-driven decisions and drive growth. While some users find it challenging to analyze month-on-month sales data, the majority highlight the system's effectiveness in managing sales pipelines, improving order processing, and enhancing customer service management. Additionally, users value the ease of tracking sales trends, managing customer interactions, and maintaining a centralized hub for sales and prospect information.

### Customer Management
Users generally praise Prospect Stock-Aware CRM's customer management capabilities. The reviews highlight the system's effectiveness in tracking customer behavior, managing customer relationships, and providing valuable insights into customer buying habits. Customers appreciate the ease of accessing customer information, tracking customer spend, and identifying opportunities for follow-ups. Despite some minor issues like duplicated profiles and difficulty in deleting obsolete customers, the overall consensus is that Prospect CRM excels in helping businesses streamline their customer management processes and enhance customer service. The system's ability to consolidate customer data, set tasks for follow-ups, and monitor customer engagement has been particularly beneficial for sales teams in improving productivity and driving business growth.

### Order Processing
Users consistently highlight Prospect Stock-Aware CRM's order processing as a key strength, emphasizing the ease of generating quotes and converting them into orders efficiently. The system's ability to store and retrieve customer orders and information is commended, streamlining the overall order processing workflow. Despite some minor issues like duplicated profiles and confusing screens during quote creation, users appreciate the system's user-friendly interface and the convenience of accessing past orders and inventory information. The software's automation features, such as reminders for follow-ups and task management, contribute to enhancing the efficiency of order processing tasks.

### Inventory Management
Users consistently praise Prospect Stock-Aware CRM for its robust inventory management capabilities. The platform's ability to integrate with various inventory systems such as Unleashed and QuickBooks Online has been highly valued by users. They appreciate the ease of coordinating and managing sales and stock levels effectively. Additionally, the access to real-time stock information and the streamlined stock movements with communication and sales processes have been highlighted as key strengths of Prospect Stock-Aware CRM's inventory management functionality. Users have found that the platform's features enhance their ability to visualize stock levels, costs, and pricing, ultimately improving their inventory management processes.

### Integration and Automation
Users consistently praise Prospect Stock-Aware CRM for its strong integration capabilities and user-friendly interface. The system's ability to integrate with various software applications, such as Exchequer, Unleashed, Sage 50, and Stripe payment software, has been highlighted as a significant advantage by reviewers. They appreciate how the CRM streamlines processes, provides valuable insights, and enhances visibility across different business functions. Additionally, users find the integration with connected apps like Xero and Unleashed to be particularly beneficial, ensuring that all parts of their business are up to date and accessible in the cloud. The ease of use and the efficiency brought about by automation features have garnered positive feedback, with users noting that Prospect Stock-Aware CRM has helped them gain a competitive edge in their industry.

### Customization and Configuration
Users appreciate the level of customization available in Prospect Stock-Aware CRM, with some finding it to be a positive aspect that allows for tailored fields and entries. However, there are mixed opinions regarding the ease of navigating the customization options, with some users feeling overwhelmed by the extent of customization possible. While some users see the abundance of customization as a hurdle to manage, others view it as a positive feature that enhances the system's functionality. Additionally, there are mentions of minor inconsistencies in template and document layouts that users find manageable but worth noting.

### Communication Tools
Users consistently praise Prospect Stock-Aware CRM for its robust communication capabilities. They highlight the software's efficiency in facilitating internal staff communication, enhancing client interactions, and providing quick responses to queries. The platform's user-friendly interface and prompt support team are commended for streamlining communication processes within businesses. Additionally, users appreciate the system's ability to track, monitor, and action opportunities and quotes effectively, ultimately improving overall communication efficiency.

### CRM Implementation and Support
Users consistently highlight Prospect Stock-Aware CRM's CRM implementation and support as key strengths of the software. They appreciate the ease of implementation within their companies and the intuitive nature of the tools provided. The support team at Prospect is commended for their responsiveness and expertise, making the transition to the CRM system smooth and efficient for users. Additionally, the system's ability to integrate with other platforms such as email, social media, and calendar applications is seen as a valuable asset by users, enhancing their overall experience with the software.

Users have found that this software is highly effective for automating and streamlining their sales pipeline. It helps them manage various aspects of the sales process, from communication to quotes, sales, and dispatch. By having all customer details in one place, users no longer need to switch between different systems, saving them time and effort. Customers have expressed their appreciation for the updated software, as it keeps their contacts up to date and makes running reports easier. The report feature of the software has been highly praised by users as it saves them a significant amount of time in generating valuable insights. This software is also useful for managing opportunities, creating and sharing quotes, and visualizing stock levels, cost, and pricing. Users have found it beneficial for staying up to date with prospects on a monthly basis and understanding how sales prospects are being handled. Additionally, the software assists users in checking duplicate accounts, creating leads, running campaigns, and maximizing outreach. With features that enable a more accurate development of activities and effective control of project statistics, users find the software valuable in their day-to-day operations. The notes system within the software allows users and their colleagues to track each other's work seamlessly while avoiding confusion for customers. Transitioning between goods out and initial sales order teams is made easier with this software. Users have not encountered any major problems with the software and appreciate its ability to keep track of campaigns and sources. Furthermore, it helps identify and rectify packing errors and provides more effective reporting. Managing customer databases and tracking equipment are also made simpler with this software. Its functionality allows users to conduct focused marketing campaigns by easily selecting their target audience. One notable aspect of this software is its ability to facilitate collaboration among employees by providing access to the same data, ensuring accurate information is delivered to customers consistently. Overall, this software proves valuable in maintaining a comprehensive database and history of orders, customers, and products.

User-Friendly Interface: Many users have found Prospect CRM to be user-friendly and easy to navigate, with a clean and intuitive interface. They appreciate the straightforward design that allows them to easily access all the necessary features without any confusion.

Integration Capabilities: Several reviewers highlight the integration capabilities of Prospect CRM, particularly with other software such as Dear systems, Unleashed Inventory, Xero, and QuickBooks Online. This seamless integration streamlines their workflow by allowing them to sync data between different platforms and avoid manual data entry.

Robust Reporting and Analytics: Users praise the robust reporting and analytical features of Prospect CRM, which provide valuable insights into customer behavior and offer customizable dashboards with relevant KPIs. These advanced reporting tools enable businesses to make data-driven decisions and track their performance effectively.

Limited customization options: Some users have found that Prospect CRM's customization options are limited, hindering their ability to tailor the system to their specific needs. They feel that the available customization features do not fully meet their requirements.

Steep learning curve for advanced features: Users who are new to CRM systems have mentioned that there is a learning curve when it comes to understanding and utilizing the more advanced features of Prospect CRM. It takes time and effort for them to learn and grasp these complex functionalities.

Occasional slowness in the system: Users have experienced occasional slowness in Prospect CRM and believe that improvements could be made in terms of system performance. They encounter delays or lag times while using the software, which can impact their productivity and efficiency.

Users have made several recommendations for Prospect CRM based on their experiences. First, users recommend Prospect CRM for businesses that want to enhance their customer support and provide quick quotes. They find it helpful for keeping track of client/customer information and looking back on notes. 

Secondly, another common recommendation is for businesses that prioritize their needs and seek assistance with setup. Users have found the support team responsive and quick to provide honest answers to queries.

Lastly, users also recommend Prospect CRM for its time-saving capabilities, easy access to stored information, and professional service. They find it useful for running sales campaigns, maintaining and nurturing leads, and consider it user-friendly.

In summary, users highly recommend Prospect CRM for improving customer support, prioritizing business needs, saving time, accessing and storing information, and enhancing sales campaigns.

Starter

Professional

Unlimited

Free Forever

CRM Bundle

Prospect Stock-Aware CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

<h2>What is Stock-Aware CRM?</h2><p>Wholesalers, Distributors &amp; Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRM's fall short. Stock-Aware CRM is different.</p><p>Stock-Aware CRM is a new type of CRM specifically designed for Wholesaler, Distributors &amp; Manufacturers who sell physical B2B products. It integrates product, inventory and customer sales data, to streamline B2B processes. Allowing your team to save time, increase sales, enhance customer service and maximise profits.</p>

ProspectSoft Ltd

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Prospect Stock-Aware CRM

Overview

What is Prospect Stock-Aware CRM?