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Benefits and Insights

Why use Prospect CRM?

Key differentiators & advantages of Prospect CRM

  • Allow your customers to place orders 24/7 - Consolidating your business and customer information into one single view will streamline your business processes helping you run your business more efficiently. You will notice the difference, from lead follow-up to order taking; making better use of employee time. 

  • Enable your team to provide effective customer service - ProspectSoft CRM is accessible in the office and on the road and will equip your sales team with up to date, valuable customer information from your accounts solution, enabling them to provide an informed and professional service to customers. 

  • Generate quotes effortlessly - When generating quotes, product and pricing information (including special pricing options) can be taken directly from your accounts solution. ProspectSoft CRM allows the user to see current stock levels, sales history, product groupings and pricing, customer on-stop details and credit ratings.

  • Directly confirm orders into your accounts solution - ProspectSoft CRM’s accounts integration eliminates the need for time consuming, error prone re-keying of data and instead offers the ability to directly confirm orders into your accounts solution.

  • Improve reporting and forecasting - Moving away from multiple spreadsheets containing out of date data and enabling your staff to access and update core customer information in a user friendly format will produce accurate business reporting. 
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