Introduction

Prospecting has always been a challenge in DSD, but it’s even more difficult to keep up in today's fast-paced environment. Leads get noted down on paper. Notes vanish into spreadsheets. Follow-ups are overlooked. And opportunities fall through the cracks.

Sales reps already juggle a full plate. With numerous responsibilities on the road, staying organized isn’t easy. And for managers, visibility into the sales pipeline is often limited or outdated.

That’s why IntegraSys developed Prospect Manager—a powerful new add-on to DSD Manager that helps your team prospect smarter, track engagement, and convert more leads into loyal customers.

It’s designed specifically for the DSD industry to provide structure, clarity, and momentum to your sales process, allowing you to grow your pipeline with confidence.

Why Prospect Manager Is Different

Most CRMs are built for generic sales teams, not for the daily demands of Direct Store Delivery. That’s why they often feel cumbersome, disjointed, or overly complex for DSD reps in the field.

Prospect Manager is unique. It’s natively integrated into our DSD Manager suite, allowing your team to manage leads, track activity, and convert prospects without leaving the platform they already know. No platform switching. No disjointed workflows. And no need for additional training.

The results? Faster adoption, cleaner data, and a more productive sales team from day one.

How It Works: The Prospect-to-Customer Funnel

Prospect Manager organizes your sales pipeline into a clear, repeatable funnel—helping your team transition leads from cold contact to loyal customer with fewer delays and missed opportunities. 

Here is an overview of the Prospect-to-Customer funnel:

Here’s how the process works:

1. Upload & Configure Prospects

Import leads from spreadsheets or other sources. You can configure them by city, territory, sales rep, or account type—then clean up duplicates and set custom fields that reflect your sales process. Leads can also be filtered by activity level or status, helping reps focus on the most promising opportunities.

2. Assign Reps by Territory

Quickly assign the right sales reps to the appropriate leads or territories with just a few clicks. Whether an experienced DSD Manager user or a new hire focuses solely on prospecting, everyone knows where to concentrate their efforts.

3. Track Every Interaction

Log and track every visit, call, or follow-up, including detailed comments. Utilize custom activity types to monitor what matters most. Managers gain clear visibility into representative engagement, ensuring that representatives never have to guess about past events. Mark prospects as “Hot, Warm, or Cold” status to easily keep track of progress and see comments that were added about the visit.

4. Sync & Convert

As leads progress, key data, including mobile updates, remain in sync between the prospect manager and DSD manager. When a lead is ready to convert, operations can review and approve the record before it becomes a live customer. All contact information, notes, and activity history are transferred with it—no double entry is required.

Built for Mobility: Prospecting On the Go

Prospecting does not stop when your reps hit the road, nor does Prospect Manager. While mobile app support is streamlined, two key features make a big difference in the field:

• First, reps can update prospect details directly from their phone or tablet—log a visit, adjust lead status, or jot down a quick note while it’s still fresh.
• Second, the built-in “Nearby” feature shows reps which leads are near their current location, helping them maximize every route and convert downtime into productive visits.

Whether making deliveries or fitting in a sales stop between appointments, Prospect Manager keeps reps connected and productive, ensuring that nothing falls through the cracks.

Configurable to Fit Your Sales Style

Every DSD sales team has its own process, and Prospect Manager is flexible enough to fit yours.

Create your own lead statuses, like “Ready for Contact,” “Needs Samples,” or even “On Fire.” Set up user-defined fields to track what matters most: decision-makers, store types, product categories, or anything else unique to your sales flow.

You can even customize the types of activities. Whether it’s a phone call, a drop-in visit, or a follow-up after sending samples, it’s all recorded your way.

And if you’re tracking outreach to current customers for upsell opportunities, Prospect Manager keeps those notes organized, too.

Whether you are a small distributor or managing a statewide sales force, the system molds to your business, not the other way around.

Why It Matters Now

Competition is intensifying. Margins are narrowing. With rising costs and limited resources, growth hinges on one essential factor: consistent prospecting.

The challenge is that reps are already maxed out, and managers can’t improve what they can’t see. That’s why Prospect Manager was built—to help your team do more with less.

Prospect Manager provides sales representatives with a structured, repeatable process they can follow, and it offers managers the visibility to monitor representative performance, coach effectively, and maintain the pipeline's momentum.

In today’s DSD environment, you can’t afford to let leads go cold. Prospect Manager keeps them moving forward.

Ready to Power Up Your Sales Pipeline?

Prospect Manager equips your team with the tools to prospect smarter, stay organized, and convert leads faster, without increasing their workload. From mobile access in the field to seamless integration with DSD Manager, prospecting becomes a repeatable, scalable process that actually works.

Now accessible as an add-on to DSD Manager, Prospect Manager is prepared to enhance your sales pipeline.

Want to see it in action? Contact us at salesinfo@integrasys.com to see a demo of Prospect Manager today.