ProspectSoft

This article outlines how to take a Free Trial of the Prospect Stock-Aware CRM & eCommerce Platform.

How to Take a Free Trial

Product-based businesses must successfully onboard customers to turn them into loyal, long-term customers.

Learn how our A.I. driven Predicted Churn Alerts pro-actively identify customers you're at risk of losing - even before you've lost them.

A few hints & tips to guarantee a successful integration with Unleashed!

A few hints & tips to guarantee a successful integration with DEAR Inventory/Cin7 Core!

A few hints & tips to guarantee a successful integration with QuickBooks Commerce!

Benefit from all the exciting Stock-Aware features in Prospect and set up the integration to your Accounting/Inventory Management System.

Where to find useful CRM reports to make the most of your data.

Using Problem Pipelines to make sure Customer Service processes are followed.

Lightning-fast quoting from anywhere using Prospect CRM.

How to record and utilise Problems in the CRM to ensure customer issues result in a successful outcome.

How to utilise Prospect CRM Opportunities to track & close new business sales.

If you're on a Free Trial of Prospect CRM, set up the integration to your Accounting/Inventory Management System to get ROI from day 1!

All articles in this category appear on our Academy site's Free Trialist page. Visit academy.prospectsoft.com!