Prospect CRM

"Prospect CRM is the nice tool for business sales growth"

Comments: It was a nice experience while using the Prospect CRM and we recommend to our friends as well.

Pros: It is nice and easy to use software, full functional and has many nice features. Prospect CRM is the awesome sales CRM tool for our brand.

Cons: It's support, we were stucked sometimes, and we were getting responses too late for our queries. Overall, the experience was nice.

Alternatives Considered: Mailgun, Pardot and HubSpot Marketing Hub

Reasons for Choosing Prospect CRM: More Convenient, and cost effective.

Switched From: Mailgun, Pardot and HubSpot Marketing Hub

Reasons for Switching to Prospect CRM: It was cost effective and we have simple user experience as well.

"Implementation in a growing company"

Comments: Great. Our quoting, follow up, analytics and overall management are at a whole new level.

Pros: A number of expected benefits plus some great unexpected capabilities. We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track monitor and follow up on quote status and a practical manner. A lot fell through the cracks. Integration with Unleashed was a critical factor. Converting quotes in Prospect to Orders in Unleashed is seamless. Prospect delivers great analytics we couldn't do before. Time since last order, conversion rates, customer productivity and potential etc. The system forces the user to assign tasks. What we thought was annoying at first is in fact a great project management and communication tool as it automatically alerts whoever the task is assigned to and allows me to have the overall view at a glance of who is supposed to be delivering what and on which day. Unexpected bonus and time-saver: We can calculate the weight of an order which is critical for preparing a shipping quote. Hadn't even considered this when we purchased the software. Simple yet impactful. Subtotalling quotes, moving line items around - super easy.

Cons: The template and document layouts between Prospect and Unleashed don't quite line up but that's manageable Some of the terminology and processes are a bit counter-intuitive but once you know how to do it it's easy. One example is printing a document. Typically the function you look for is "Print". In Prospect you don't "print". You 'create a document' using the "Document". Another example is deleting line items. Let's say you want to delete one or more contacts from a company/client. It's not obvious or intuitive but once you learn how, it's easy. (You have to know the icon to click, then select "Perform Bulk Action".) And the support staff at Prospect helped us solve every query.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Prospect CRM: 1. Their people are accessible and knowledgeable. We speak directly with them and the same group of people all the time. They know us and our business. 2. We're a building product manufacturer. They demonstrated right off they understood our industry and software is well-designed for manufacturing and the construction sector.

"Awesome CRM"

Comments: Overall since introducing the CRM our conversation rates have gone up and sales process is in the process of going o a whole new level

Pros: Support, Flexibility, Reporting, Sales Pipelines ability to force tasks

Cons: Documents layouts are hard to master, but the support teams are there to help and always a pleasure to talk to.

Alternatives Considered: NetSuite and Salesforce Sales Cloud

Reasons for Choosing Prospect CRM: Our old provider wants a ridiculous amount of money for alot less in terms of features.

Reasons for Switching to Prospect CRM: During the trial process the support was second to none.

"Mixed feelings - plenty of features, but not convinced the basics have been covered"

Comments: The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them blank. Examples of not covering 'the basics' include the customer type not integrating with the customer type in Unleashed, the inability to search for a sales ledger by company name (instead having to search by code). We do not unfortunately memorise the customer code of all of our customers!). As Prospect has grown, the support offered has become more generic and less personable. The team doesn't seem very joined up. An example of this was a customer relationship manager noticing some 'bugs' during a zoom call (which we were very grateful for), raising a ticket on our behalf, only for the response to the ticket to be a link to the Prospect academy articles.

Pros: The ability to organise our customers into companies, divisions and contacts.
The search functionality
The reports, and AI aspects.

Cons: This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed. We have had issues with all of these and as a small business, the amount of customisation that is possible is a bit overwhelming without support. We want to spend our time solving our customer's problems with our products, selling items, and operating an efficient business We don't want to spend our time reading endless manuals, articles and trying to navigate around complicated set up processes. The software has felt a bit buggy in places and slow to respond. As a result of this, we have reverted to adding orders using Unleashed, because it is quicker and easier.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Prospect CRM: The software seemed more customisable and relevant.

"Prospect CRM"

Comments: A very helpful business that set up us quiclly and efficiently and a very easy to use software. Nothing is a problem.

Pros: We liked the way that we could very quickly pick up if any of our customers were dropping off on specific products or overall on sales.

Cons: A bit slow to ollect the data from sage 50