Stock-Aware CRM for B2B Wholesalers, Distributors & Manufacturers

1. Stock-Aware CRM for B2B Wholesalers, Distributors & Manufacturers It’s a fact that sales staff in distribution businesses have unique challenges that just aren't addressed in a traditional CRM system. In fact, traditional CRM has a very high failure and dissatisfaction rate amongst these businesses, simply because most CRM's weren't designed for them. In wholesale, distribution and manufacturing businesses, you will either have multiple sales specialists, or more likely your sales staff will wear many different hats. Either way, a few of these hats work OK with traditional CRM systems, but most don't. Most hats require the sales teams (and Sales Manager) to work in the dark or switch to different systems or use multiple spreadsheets alongside their CRM. Prospect is designed specifically for businesses who sell physical products from stock B2B. It integrates product, inventory and customer sales data, to streamline B2B CRM processes; saving businesses time, increasing their sales and maximising their profits. It is the “Stock-Aware CRM” because of its unparalleled integration framework to almost any ERP/accounting system and partnerships with approved native integration to the leading back-office accounting systems and inventory management systems, making it a popular choice for SMEs in B2B distribution who need integrated CRM for Exchequer, Access Dimensions, Pegasus Opera, Sage 50, Unleashed and Xero. In many businesses, most of their valuable customer information like stock, customer credit limits, sales history and special pricing is buried inside their accounting system, and integration enables them to extract this critical information and make it accessible to the rest of the business. This enables Sales teams to become ‘Stock-Aware’ too, as this valuable information becomes available to them in the sales process. They are not only able to record all the usual CRM interactions and keep track of all sales opportunities, but they are able to give customers a price, send a quote and take an order independently using all the accounting system managed products and pricing. They can then quickly access a customer’s sales history, see back-orders and sort out incorrect deliveries if required. Not only that, but the in- built reporting allows them to see who is buying more this year than last, who is buying less and who has stopped buying completely – all using real-time ERP data.

2. Unlike other CRM systems, businesses get a return on investment from day one using Prospect, as they have access to vital customer information immediately – even in the Free Trial. About ProspectSoft: ProspectSoft is a UK-based Customer Relationship Management (CRM) and eCommerce Software-as-a-Service (SaaS) company founded in 2000. They create, develop and sell their software services to more than 5,000 SME users in the UK and worldwide. Get in touch with the ProspectSoft team by calling 0330 0880 365 or visit www.prospectsoft.com for more details. Jessica Heald ProspectSoft Ltd Beacon House Ibstone Road Stokenchurch HP14 3WN sales@prospectsoft.com