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Users have found that this software is highly effective for automating and streamlining their sales pipeline. It helps them manage various …
Overview
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…
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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.…
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.prospectsoft.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
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
Prospect Stock-Aware CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Help desk management
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Prospect Stock-Aware CRM Screenshots
Prospect Stock-Aware CRM Integrations
- Xero
- DEAR Systems, by Cin7
- Cin7
- QuickBooks Commerce
- Sage50
- Unleashed Software
- Exchequer
- Access Dimensions
- Pegasus Opera
Prospect Stock-Aware CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English, French, German, Swedish |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.