Free Trialist

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

12 articles in this collection
Written by Isobel Honour and Jess Heald

What is Onboarding and Why is it Important?

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

Written by Jess Heald
Updated over a week ago

P.A.I.G.E. & Predicted Churn Alerts

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.

Written by Jess Heald
Updated over a week ago

Hints & Tips when Setting up Unleashed

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

Written by Isobel Honour
Updated over a week ago

Hints & Tips when Setting up DEAR Inventory

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

Written by Isobel Honour
Updated over a week ago

Hints & Tips when Setting up QuickBooks Commerce

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

Written by Isobel Honour
Updated over a week ago

Benefits of an Integrated CRM

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

Written by Jess Heald
Updated over a week ago

Making the Most your Data

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

Written by Isobel Honour
Updated over a week ago

Making Sure Processes are Followed

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

Written by Isobel Honour
Updated over a week ago

Quick Quoting

Lightning-fast quoting from anywhere using Prospect CRM.

Written by Isobel Honour
Updated over a week ago

Turning Problems into a Success

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

Written by Isobel Honour
Updated over a week ago

Making the most of an Opportunity

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

Written by Isobel Honour
Updated this week

How do I Set Up my Integration?

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!

Written by Jess Heald
Updated over a week ago