Empower your Public Relations with Prospect Management Software for Public Relations

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foreign [Music] hi and welcome to this brief introduction into Prospect CRM how it works and most importantly how it integrates the Unleashed software this is not a full product demonstration it's just a short video showing why Prospect CRM is the only choice for B2B for product LED businesses who of course have unleashes their inventory solution we will first need an Unleashed account to get started and here's mine you can then head to the integration store where you can sign up for your free trial of prospect CRM doing this will start the two-way integration and this will bring in key settings like currencies and tax for product files pricing stock and key customer data given sales teams access to critical data usually inaccessible however the real power is in how it will then analyze your customer data to provide real actionable insights for Marketing sales and account management and this analysis is designed to maximize sales increase customer lifetime value and enable you to provide a first-class customer experience so let's jump into Prospect CRM and take a look at some of the key elements we provide to help you do just that honestly you can see that I'm on the account management dashboard which has already been pre-populated with data imported from a niche getting you straight into the action even in your free trial process Center we have the rfm analysis which stands for recency frequency and monetary value is an industry standard reporting logic built into the CRM and ultimately it enables us to automatically categorize your customers into these predefined segments you can see in the different colors on the screen this allows you to provide the right focus at the right time across your customer base down in the corner we have our customer Trends report giving you an overview of customers increasing and decreasing Revenue year on year and probably most notes all for wholesalers Distributors and Manufacturing businesses where a lot of Revenue is or should be provided by existing repeat ordering customers we have the missing order alerts if I see and hit select more we will get a full list of customers you should have ordered by now we can also see when they Place their last order and what their usual days between order is this is all driven by the buying patterns weeklying from the Unleashed sales history we're continuously importing and updating this not only shows who we should be calling but it also highlights customers who might be a chain risk early on before they actually do turn and maybe move to Brian from a competitor from here I can also select a customer record to open firstly we can see usual CRM stuff like company details we have an activity feed a place to store and manage contacts sales opportunities customer service problems quotes and orders and so on if we take a look at the right hand side of the screen we have an at a glance section all Based on data from Unleashed we have an rfm and last order summary and we also have top level spend information about this customer if I just click on the summary tile it shows a more in-depth view of this customer we can see spend and buying Trends by month and buy order and we can also see a breakdown of spend by top products as well only do we import all customer data we also do this for products if I go to the c-more section and from this report if I select our cheeky Cherry Jam I can also see all of the information about a product that's been imported from Unleashed including product images if available we have list pricing cost price we also import product price tiers customer specific and quantity rate pricing we show available stock and this can also be broken down by Warehouse we also import purchase orders to show potential next available dates as well all customer product data shown is updated regularly throughout the day from Unleashed making a real-time data to support all this analysis and sales tools and why is the Unleashed data sharing helps sales and account management increase sales and customer lifetime value of course there is also a wealth of other CRM features they're into too much detail if I click on the create menu you can see all the usual CRM features that we offer and more you can create companies and contacts and even can create an Unleashed account directly from within Prospect CRM for first time buying customers we have inquiry forms and inquiry loggers we are the welfare standard reports available and also the ability to create your own reports sales opportunity management customer service ticketing a quotation tool with the ability to create beautiful documents to send to customers and you can also create sales orders and process these to unleash without switching apps and we even have marketing campaign tools with integration to email marketing platforms so with access to all of this CRM and Unleashed data combined you have a perfect 360 degree view of your customers we even have further dashboard reports allowing you to manage sales Pipelines and probably saving the best or last we have the magic Matrix this takes your unleash categories which you can see here and alert you to upsell opportunities within your existing customer base if we head to the magic Matrix grid you can see your customers down the side and your categories throughout the top and clear color coding shown who has bought a product from a specific category in green and red where they have never purchased again all possible with the sales history taken from Unleashed you can even follow a build awareness workflow to start cross-pollination building campaigns and introducing opportunities for your customers more information on leveraging the magic Matrix to increase sales can be found in our documentation and on our YouTube channel there's a lot more to uncover and this is just a short video and it's only scratched the surface so if you haven't Unleashed account or trial head over to the integration store or prospectsoft.com and take a free trial with us today we can then take you through a full product demonstration using your real data in real time showing you how to grow sales and customer lifetime value using Prospect CRM the number one stock OS CRM for distributor manufacturing and wholesale businesses we look forward to working with you soon