Experience the Power of Prospect Management Software for R&D

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foreign [Music] how it works and most importantly how it integrates unleash software this is not a full product demonstration it's just a short video showing why Prospect CRM is the only choice of B2B product LED businesses and who of course have unleashes their inventory solution so you'll first need an Unleashed account and here's mine you can then head to the integration store and sign up for a free trial of prospect CRM doing this will start the two-way integration and this will bring in key settings like currency and tax full product file pricing stock and key customer data giving sales teams access to critical data usually inaccessible however the real powers in hell will then analyze your customer data to provide real actual insights and Marketing sales and account management this analysis is designed to maximize sales and increase customer lifetime value whilst also enabling you to provide a first-class customer experience and get more customers so let's jump into the CRM and take a look at some of the key features that we provide to help you do just that on the screen you can see I'm on the account management dashboard and it's already been pre-populating a data imported from Unleashed getting you straight into the action even within your free trial process function Center we have the rfm analysis which stands for recency frequency and monetary value it is an industry standard reporting logic built into the CRM ultimately it allows us to automatically categorize your customers into these predefined segments that you can see on the screen allowing you to provide the right focus at the right time across your customer base down here we have the customer Trends report giving you an overview of customers increasing and decreasing Revenue year on year and probably most notable for Wholesale Distributors and Manufacturing businesses where a lot of Revenue is or should be provided by existing repeat ordering customers we have missing order alerts if I click on see more I get a full list of customers who should have ordered by now the date of their last order and also how many days between orders they usually have and this is all driven by the buying patterns we clean from the Unleashed Source history that we're continuously importing and updating so not only does this show who we should be calling but it also highlights customers who might be a churn risk early on from here I can select and open a customer record and you'll firstly see usual CRM stuff like company details activity feed a place to store and manage contacts sales opportunities to manage prospects and get more customers customer service problems quotes and orders and so on to the right of the screen we have the at a glance section showing key details about the customer all Based on data from Unleashed we have an rfm and last order summary and top level spend if I click on the summary tile it will give us a more in-depth view of this customer and we can see spend and buy and Trends by month or Not by order and we can also see a breakdown of spend by top products if I select see more and from this report select our cheeky Cherry Jam products we can also see all the product information that we've also imported from Unleashed we have list price and cost price price tiers and we also import customer specific and quantity break pricing we show available stock which can also be broken down by warehouse and we also import purchase order information to show potential next avoid available dates all this customer product data shown is updated readily throughout the day from Unleashed making sure you have real-time data to support all the sales and Analysis towards them are available data sharing helps sales and account management teams increase sales and maximize customer lifetime value of course there's also a worth of other CRM features if I select the create menu you can also see all the usual CRM features and more we can create companies and contacts and even create Unleashed accounts from within Prospect CRM for first-time buying customers we have inquiry forms and inquiry loggers to manage new sales inquiries a wealth of standard reporting as well as ability to create custom reports sales opportunity management and point plan reporting to ensure you can maximize customer base growth customer service ticketing a quotation tool with the ability to create beautiful documents to send to customers and Prospects you can create sales orders and processes to unleash without switching apps and we even have marketing campaigns with Integrations email marketing platforms to help you with top funnel lead generation so with access to all of this CRM and our Niche data combined you have a perfect 360 degree view of your customers and Prospects we even have further dashboard reporting to support opportunity management and gaining more customer base and probably saving the best or last we have magic Matrix this takes your Unleashed categories which you can see down the side here and alerts you to upsell opportunities within your existing customer base if we head to the magic Matrix grid we can see a list of customers down the side and categories across the top clear color coding showing who has bought a product from a specific category in green and who has never purchased a product from that category in red again all possible with the sales history taken from Unleashed you can even follow a build awareness workflow to start this cross-pollination building campaigns introducing opportunities within your customer base more information on leveraging the magic Matrix to increase hours can be found in our documentation and on our YouTube channel so clearly there is a lot more to uncover and this short video has only scratched the surface so if you have Unleashed account or a trial head over to the integration store or prospectsoft.com and take a free trial today we can then take you through a full demonstration using your real-time data showing you how to achieve business growth using our growth formula of getting more customers and increasing customer lifetime value and this all using Prospect CRM the number one CRM for wholesale distribution and Manufacturing businesses we look forward to working with you soon foreign [Music]