From searching, to reviewing the latest notes and orders, to processing an order in to your accounts system, the interface has been designed to help you get your work done more efficiently than ever before.
Get insights from across your business.
Build quotes using the Product File, Stock Levels and Special Pricing from your accounts package from anywhere in the world.
Provide better customer service with Support Ticketing.
Whether you're selling to other businesses or consumers, the Prospect 365 platform is designed to help you get trading online quickly and simply.
An eCommerce site (or web store) extends your business hours to 24/7, making it easier for your customers to do business with you at a time that suits them, whilst freeing up staff time to focus on proactive sales and customer care.
With a Content Management System (CMS) at your fingertips, you're able to quickly and easily make changes to your website as and when you need to. By doing this, you can keep your customers up to date with any offers/promotions, and will allow you to remove any time sensitive information quickly.
By extending your business hours to 24/7, you're allowing your customers to do business with you at a time that suits them
Allow customers to see their special pricing, credit limits, order history, price points, volume discounts etc. making it easy for them to order online
Provide the same experience online as if they'd ordered with you over the phone
Add new products, website friendly descriptions, and manage your product tree all in one place, reducing the time spent on website admin
We are on hand to assist you through the design process if you wish to further enhance to design of your site
Eliminate time consuming, error-prone re-keying of orders into your accounting system, allowing your staff to focus on proactive customer care by confirming orders directly into your accounts solution from your website
Prospect 365 eCommerce can reduce your telephone answering or field-sales bottle-neck, and eliminate the admin time spent re-keying product details, resizing images and re-keying orders into your accounting system - all of which frees up staff time and allows them to focus on what matters
Discover more from ProspectSoft
Let us help you get to grips with the fundamentals of accounts integration and how it could benefit your business with our introductory articles.
Integration is at the core of all our business solutions
Integrated CRM with ProspectSoft
Integrated eCommerce with ProspectSoft
Many businesses store their core customer information in their accounting system. However, this is often not easily accessible and is limited to a relatively small number of people. The most effective solutions fully integrate with your CRM and ERP/accounting systems. This is essential to ensure that client records – detailing engagement across all channels – integrate with stock control, accounting and supply chain operations to guarantee seamless service.
Now you know what accounts integration is, it’s good to understand why it’s important, and more importantly how it can help your business. With the right kind of CRM integration to your back office accounting system, your business could see immediate benefits. We’ve outlined some key reasons below as to why integration is so important to your business:
Provides non-accounting system users with access to valuable account information so they can provide an informed service
Extends and updates critical customer and product information to your website in almost real-time, keeping your customers up to date without manual changes to your website
Many businesses store their core customer information in their accounting system. However, this is often not easily accessible and is limited to a relatively small number of people. Prospect 365 CRM can help you improve your business efficiency and offer a better service by allowing all users to access this important information in a user-friendly format.
When generating quotes and orders, product and pricing information (including many special pricing options) can be taken directly from the accounting system. Prospect 365 CRM allows the user to see current stock levels, sales history, product groupings and pricing, customer on-stop details and credit ratings.
Prospect 365 eCommerce integration allows you to extend critical customer data to your website in almost real-time. This includes your latest product and pricing information, any customer-specific special pricing, current stock levels, and current promotions; without requiring any manual changes to be made to your website. This valuable information will make it easy for customers to place orders online, rather than on the phone and will lessen order processing admin for your team.
Orders can be confirmed directly into the accounting system without seeing an accounting screen or having any knowledge of the accounting processes. Most importantly this can be done without needing a full accounting system licence. Both sales and purchase ledger accounts can be linked to a customer or supplier in the CRM system, allowing a CRM user to view previous transactions and even drill into specific invoices - all from within the CRM system.
ProspectSoft is a UK-based Customer Relationship Management (‘CRM’) and eCommerce software-as-a-service (SaaS) company. We help SME businesses improve the efficiency of their CRM or e-Commerce systems by delivering highly integrated solutions. In many businesses the majority of their valuable customer information is buried inside their accounting systems. At ProspectSoft we have created software which can be integrated into all the major accounting software packages, such as Exchequer, Sage, Pegasus and Access, to enable our customers to extract their valuable customer information and make it accessible to the rest of the business, for CRM or e-Commerce purposes.
The business was founded in 2000 and is owned by the current management team. The Company’s head office is in Stokenchurch, near High Wycombe in Buckinghamshire, from where ProspectSoft creates, develops and sells its software services to more than 5,000 SME users worldwide including the UK, Ireland, New Zealand, and South Africa.
