ProspectSoft

Maximise your average order values by segmenting your customers & prospects to help improve your marketing data.

Segmenting your Customers & Prospects

Company Types are used to categorise your records, such as; Prospect, Customer, Competitor, Supplier, Partner etc.

The Industry drop-down in Prospect helps classify businesses according to the type of industry/field they're in.

Contact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc.

All articles in this category appear on our Academy site's Onboarding page (Step 2). Visit academy.prospectsoft.com!

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