The set up of Prospect CRM was made easy by our on-boarder, Zira. She was great. It's the first CRM that we have worked with that suits a manufacturing business like us as opposed to some of the ot... See more
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Prospect CRM is the #1 Stock-Aware CRM for Wholesalers, Distributors & Manufacturers who sell products from stock B2B. Part of the ERP division at The Access Group, we create, develop & deliver our SaaS platform, Prospect CRM, to more than 5,000 SME users worldwide.
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Armstrong Building, Oakwood Drive Loughborough University Science & Enterprise Park, LE11 3QF, Loughborough , United Kingdom
- www.prospectsoft.com
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We had a really clear onboarding…
We had a really clear onboarding experience. Matilda led us through this and was very responsive and helpful all the way through. We had a quite a specific route to going live where we wanted to get live asap just utilising the elements within Prospect CRM that our old CRM had for speed and minimising distraction to the sales team. She worked with us and the whole customer journey has been great for us so far. Lots more to come as we explore and implement other features of Prospect CRM and support team have been very helpful already with our questions!
Having recently joined the Prospect…
Having recently joined the Prospect Soft CRM we found Alexandra to be very informative, patient and accommodating for the onboard training. From what we see ProspectSoft will be a good addition to the business
Matthew & Hazira were amazing
Matthew & Hazira were amazing. Helped me through my reporting challenges and always offered to get further information and help out where possible. Great team to work with
Fabulous trainer
My lovely trainer Nurulhazira Rusdi, was fabulous! She went through everything so thoroughly and in detail. When I didn't quite understand something, she went through it again, step by step, explaining each stage until I understood.
Customer Service
Customer service is great. I spoke with Afini, who was very professional and quick to act. Great work Afini you got it sorted! :)
Recommended
We have been a Prospect customer for 5 years and find the software to be intuitive and flexible. Their customer support team is knowledgeable and our account management Xander is responsive and helpful.
Xero Integration Concerns
We have temporarily placed our Prospect CRM implementation on hold due to some integration concerns we had with Xero.
The support we have received from Adilah Adli @ Prospect and Riley Robinson-Rattle @ Unleashed has been fantastic.
The Prospect CRM functionality being the sole driver on us embarking on this implementation.
Bogdan was incredibly helpful
Bogdan was incredibly helpful setting up our Prospect CRM across two divisions of our company. Very thorough and clear instructions of how to get set up, and could answer any questions we had.
Best Onboarding Training
Training went well and I love how in depth everything was. Bogdan and Tony helped the onboarding process be as seamless as possible
Seamless CRM Integration & Outstanding Support
Switching to Prospect CRM has been a fantastic move for our business. We’ve been using Unleashed as our warehouse and invoicing platform for over 10 years, so moving to Prospect CRM also developed by The Access Group, made perfect sense for us.
The integration between Unleashed and Prospect CRM has been seamless and has made a huge difference to the efficiency of our sales team. Having everything connected so easily means our team can access the information they need faster, manage customer relationships more effectively, and spend more time focusing on sales.
A special mention to Roxas Lim, our Customer Success Manager, who has been exceptional and has always been quick to help whenever we’ve needed assistance.
We’re extremely happy with both Prospect CRM and the support we’ve received, and we’d highly recommend it to any business looking for a powerful CRM solution that integrates effortlessly with their operations.
Adilah Adli was great
Adilah Adli was great for our onboarding and answering questions. Very patient and able to joke around while staying on track.
Awesome product for Cin7 users
Prospect is a perfect choice for anyone with Cin7 as it integrates easily. Product is very flexible and can be configured to suit your needs. Continuously improving the product and listening to their customers is also a big plus. When we needed help they are there. We needed help and Roxas stepped up, awesome service.
We have just finished our onboarding…
We have just finished our onboarding with Alexandra Posta. She was excellent from start to finish and explained everything really well and simply. She would then followup with a breakdown of what we had covered and come back really quickly with questions answered. The system is straightforward to use and not overly complicated and we are looking forward to using it fully.
Hazira R.!
I want to make a special shout out to the wonderful Hazira aka Zira. She was our trainer through our Onboarding Process and she excels at her job and beyond. Her energy is also so uplifting which set the tone even more comfortably as we navigated a complicated process. She took every question as bizarre or time-consuming as it may have been, and answered us always in a solutions-forward way. Kudos to this excellent hire!
Our CSM, Matilda
Our Customer Success Manager, Matilda, was extremely helpful throughout the process. She communicated clearly, efficiently and kindly. She was more than happy to help wherever she could. Matilda made the whole transition smoother and it wouldn't have been so easy without her.
Great Onboarding
We’ve had a fantastic experience onboarding with Prospect CRM. The whole process has been smooth, professional and very well organised from start to finish. A special mention to Bogdan, who has been brilliant throughout - extremely knowledgeable, responsive and patient, making sure everything was set up correctly and tailored to our business needs. Highly recommended service and support!
Great experience all round
Prospect has become an essential tool for us, it is a brilliant CRM package, and our experience with it has been made even better by the service provided by our customer support manager, Matilda. Fully recommended.
Excellent onboarding process delivered…
Excellent onboarding process delivered by Matilda. She is extremely knowledgeable and was able to run the onboarding sessions for 4 of us, all in very different roles and keep it relevant and engaging for us all - answering our many questions! Thank you Matilda!
Alex Posta is the best for onboarding!
Our onboarding experience with Alex Posta was fabulous. Our formal sessions were great, and delivered at a level where both new team members and those who had been configuring the system benefitted from them. Outside of that, she went above and beyond to answer our questions, follow up on our support tickets, and make sure we understood how to best implement the system for our needs.
Zara was amazing to deal with
Zara was amazing to deal with! She always made time to work with us and made onboarding so seamless onto the platform. Would massively recommend her going forward for making the process so easy
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