ProspectSoft
21 Case Studies
A ProspectSoft Case Study
Under Control Instruments, a supplier of heating and control solutions to industry, needed a better way to manage customer relationships and quotations. Before using ProspectSoft’s Prospect CRM, their quotes were scattered across Word documents, spreadsheets, and paper files, making it difficult to track what had been quoted, avoid duplication, and coordinate work across the team.
ProspectSoft implemented Prospect CRM integrated with DEAR Inventory/Cin7 Core, giving Under Control Instruments a central, real-time view of quotes, stock, profitability, and margins. The system streamlined order processing, improved customer service, and enabled quicker follow-ups and upselling; orders are now usually processed within the day, and support from ProspectSoft has been responsive through tickets, help docs, and videos.
Delroy Dore
Chief Executive Officer