💻 The New & Improved Prospect Academy!
"I've not been to the Prospect Academy before...what can I expect?"
Packed full of how-to articles and easy-to-follow tutorial videos, the Prospect Academy is a hub of handy resources helping you and your team learn the fundamentals of the Prospect platform at your own pace.
"What's changed?"
Our Academy has had a bit of a spruce up...here are some of the best bits! 🌟
- Free Trial Page Relaunch - On your Free Trial of Prospect CRM right now? Make sure you check out the Free Trial page of the Academy to see why how Prospect CRM can grow your Wholesale, Distributor or Manufacturing business!
- Dedicated Onboarding Page - Perfect for newbie customers, who want to get up and running with Prospect, fuss free. The Onboarding page features brand new articles & videos to take you through the set up of your system, step by step.
- Improved Search Functionality - We want to make it easy for you to find what you're looking for! That's why we've added a global search to make searching super efficient!
"How do I visit the Prospect Academy?"
You can go straight to the Academy via this link. *Tip*: quickly access the Academy by simply clicking the question mark icon in the top right-hand corner of the CRM!
⭐️ "Noteworthy" in the Xero Marketplace!
Go us! We're thrilled to be listed as "Noteworthy" in the Xero Marketplace for our amazing CRM! To be recognised in this way in a marketplace that lists thousands of apps (literally thousands!) is a pretty big deal - and we're made up! So, a huge thank you to team Xero for the shout out, our Dev team for all their hard work creating an awesome integration, but of course to all our customers using Xero, Unleashed, TradeGecko, DEAR and Cin7...we can't wait to welcome more of you to the Prospect community!
📞 Make & receive calls from the CRM - new Zing Respond Integration!
We're very excited to announce a new integration to Zing Respond, enabling you to make and receive phone calls directly from within Prospect CRM!
Zing Dev Ltd is part of the Prospect group of companies, and as the UK's only dedicated Twilio Consulting Partner, they're experts in Twilio’s cloud communication platform - helping to streamline and modernise businesses communications.
Part of the Zing CARE portfolio, Zing Respond is a cloud-based telephony solution that allows you to make and receive calls in Prospect. With built-in contact look-up, it'll match inbound numbers to Contacts in the CRM, opening the record automatically...gone are the days of frantically searching for that customer whilst they're trying to place their order!
Plus, call forwarding from your existing phone system means your business can be up and running quickly, and super productive - no matter where you are your team are working from - without massive upheaval.
And, all that at great value too. With the Standard Zing Respond package, you can implement up to 5 menu options in your IVR, and have up to 100 users!
Let's face it - there's never been a better (and more critical) time to get your remote workforce up and running with modern, work-anywhere, cloud telephony. Check it out now!
📢 Cin7 Integration is Here!
We're delighted to partner up with Cin7's connected inventory management platform!
Mark Rafferty, Cin7's VP of Sales APAC & EMEA, recently commented on the new partnership, saying:
"The Cin7 team is excited to be working with Prospect CRM on a beta integration. The fact that its Stock-Aware solution is tailored to Wholesalers, Distributors and Manufacturers makes Prospect a real value-add for many kinds of customers that use Cin7's connected inventory platform."
🔗 Prospect is now integrated to TradeGecko!
The Prospect team are pleased to announce integration to TradeGecko's Inventory Management platform! For those of you who aren't familiar, TradeGecko is a Singapore based software-as-a-service company that develops online inventory and order management software targeted at SME Wholesalers. On the back of great success with our friends at Unleashed, we’re delighted to be welcoming TradeGecko customers to the Prospect community too!
And, it's been great to see so much enthusiasm from TradeGecko customers - we've already welcomed several TradeGecko users on our Beta programme - so, a big thank you to these customers for their positive response & support! 👏🏼
Prospect CRM is officially the #1 CRM for TradeGecko - so, if you're using or considering TradeGecko, and are looking to grow your Wholesale business, then look no further - try our award-winning, fully integrated sales platform today!
P.S. Check out our listing in their Marketplace too here!
📈 Introducing...RFM Segmentation & Enhanced Customer Analysis!
We're pretty excited to announce that you'll now see RFM segmentation & updated customer analysis in Prospect! For any newbies to the concept - RFM (or Recency, Frequency and Monetary Value), is an awesome segmentation technique that's invaluable for growing wholesale, distribution & manufacturing businesses...and it's now in Prospect, fully automated, calculated for you and updated daily based on each customer's ordering pattern!
In our help article, we explain how to access the RFM segmentation & use the new Sales Analysis page within the CRM. And, in this blog article, we explain in more details what RFM is, why it's important for all 6 key strategies for growth & profitability, and how to evaluate and better target each segment!