Prospect CRM + Unleashed

How it works

Prospect CRM’s market-leading integration to Unleashed gives your Sales, Marketing and Customer Service teams clear visibility of customers, stock & inventory, current orders and sales history…in the office, at home or out on the road.

Watch how Prospect CRM helps your Sales teams get more customers, increase retention and maximise order frequency & value in the video below:

Grow your Customer Base

Prospect CRM will accelerate your sales success, helping you close new B2B customers faster and more efficiently. Just a small increase in new-business close-rate can have a profound impact on business growth over time.

Maximise Customer Retention

New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert your Sales or Account Management team to contact the customer before they churn for good.

Increase Order Value & Frequency

By connecting Unleashed to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.

Create Happier Customers

Whether it’s just checking in with customers and recording activities, or logging and dealing with important customer issues – a CRM is all about staying on top of the things that matter to your customers and building stronger, more profitable relationships.

Work Better as a Team

Centralised customer data in your CRM, automatically updated with new accounts, new orders and new invoices from Unleashed, means your whole team has a clearer picture of what’s happening with each customer and who’s doing what.

Improve your Business Reporting

Don’t just report on isolated data from Unleashed, or from your CRM. Instead, bring all your data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from Unleashed with your CRM data and activities.

About ProspectSoft Ltd

ProspectSoft is an award-winning UK-based CRM company. They create, develop and sell their software services to more than 5,000 SME users worldwide. They’re also ISO 27001 and ISO 9001 certified and are a Microsoft Gold DevOps and Gold Cloud Platform Partner.

Visit ProspectSoft to learn more