Start strong with a seamless CRM setup designed for success. Find out how our expert onboarding team ensures user adoption and a smooth configuration process, empowering you to unlock the full potential of Prospect CRM from day one.
Get started
Sign-up online by simply adding your card details to begin your CRM subscription right away.
Your welcome email will include details to book your first onboarding consultation.
Onboarding consultation
Your onboarding consultant will be in touch to help you set up branded templates. You’ll also have 2 sessions to help get you started with configuring the system and begin importing your data.
Training session
During your training session, your onboarding consultant will train you and your team on how to use the CRM, the key features and be available to answer any configuration questions you have.
Reporting webinar
Your onboarding consultant will invite you to attend a webinar which runs through the reporting features of the CRM, you’ll also received an FAQ document and links to further training resources.
Go-live
Your onboarding consultant will check in 1 week later, and then support you to go-live with your CRM.
You’ll have the opportunity to ask any final questions and once everything is ready, your system will go-live.
Post go-live support
Once you’re up and running, your support will transition from your onboarding consultant to the customer success and support teams.
If you require assistance, utilise your available product support options such as live chat, phone and support tickets.
There is no ‘tackling it alone’ with Prospect CRM. From the moment you get access to your system, our team and support resources will be available to you through implementation, to your everyday use of the software. Our teams are dedicated to ensuring you get the most out of your CRM.
Prospect CRM offers three tailored FlightPath packages to suit your unique onboarding needs. Each package is designed to provide varying levels of guidance, data integration, and configuration support, ensuring your setup experience is customised to your requirements.
Whether you need assistance with data migration or email marketing integration, our packages are flexible and can cater to your operational goals.
Prospect CRM’s onboarding process is designed for flexibility and success, making it easy to get started on your terms.
Here’s what to expect from your CRM training:
Remote-first approach – sessions designed to fit around your schedule and business structure via video calls
Expert guidance – our team of CRM specialists will never be far from your side during the setup process. While you’ll have the freedom to configure the system to your liking, our team will be on-hand to provide flexible support.
Additional training and guidance can be provided, at a cost.
After onboarding, you’ll be transferred to the capable hands of our dedicated Customer Success team who will provide continuous support.
We offer two Customer Success Plans – Essential & Standard – tailored to give you the right level of support once you’re up and running.
Whether you need quick access to answers or more in-depth guidance, here’s the kind of support you can expect post go-live:
In-product assistance
Help documentation
Webinars
Live chat
Phone support
Customer success check-ins
If you’re still relying on spreadsheets, email threads, or a clunky system that doesn’t quite fit, here’s what might be happening behind the scenes:
Leads are falling through the cracks
Spending more time copy & pasting data than selling products
Customers are getting frustrated with missed messages and incorrect orders
Discover how our stock-aware CRM could be the right tool for the job.
Explore new user 101 tutorials and adopt CRM best practices that will maximise your experience with Prospect CRM.
Need quick answers? Find everything you need to troubleshoot and maximise your Prospect CRM experience in our Help Docs.
Dive into our Prospect CRM Academy to elevate your CRM expertise – unite knowledge and innovation with our curated resources and training materials.
The Onboarding team at Prospect CRM delivered hand-in-hand guidance, unwavering patience, and relentless support which made the process smooth and stress-free. They consistently went above and beyond to ensure every step was clear and manageable, which I truly appreciate. It’s rare to find such a dedicated team who really take the time to walk you through everything with care.
Based on
294 reviews
Excellent customer service especially from Roxas.
Great service and support
I’ve found Prospect CRM very useful for managing all of my CRM needs. The platform has been a great help, and I’ve found it easy to use and practical…
Xander was great! Really knowledgeable and helped me iron out a few little quirks with the system that I hadn't been able to find a way round. Xander…
Great Support from the team at ProspectSoft to resolve the technical issues we had during our switch over to a new server. Raul-Adrian was profession…
Implementing Prospect CRM typically takes between 6-12 weeks.
The Prospect CRM implementation process follows a few steps:
Firstly, you’ll be provided with templates to set up branded documents like quote templates, enquiry forms and email signatures
Next you’ll have 2 configuration sessions with an onboarding consultant to begin setting up the system and receive a template for data import
You’ll receive 2 training sessions to teach your team how to use the CRM and it’s features
You’ll attend a reporting webinar to learn about the reporting functionality
Finally, your onboarding consultant will support you to go-live
You can use our onboarding checklist to check off items as they’re completed during the implementation process.
Your data migration is done via our structured import spreadsheet. You’ll initially have a call with one of our onboarding consultants to help us understand your current workflows and map your data fields from your current system to Prospect CRM. Then data will need to be exported, cleansed and mapped into the import spreadsheet, ready for upload into Prospect CRM.
We’ll also do a ‘back-office sync’ extracting key data on products, pricing and customer data from your ERP, inventory and accounting systems, to make sure Prospect CRM works hand-in-hand with all the tools that matter most.
For more information about migrating from a current CRM to Prospect CRM, download our migration guide.
If something goes wrong during go-live, your onboarding consultant will support you to troubleshoot and find the solution.
We recommend that you assign someone to be ‘Project Manager’ for the implementation of Prospect CRM, and typically your leadership team and key decision makers will be involved in the implementation. Your sales and marketing teams, alongside operations will also need to be involved for training.
Your team will need to be involved in the data cleansing, mapping and imports. They will also need to attend any relevant training sessions and get involved in testing the system before go-live.
There are also training resources they can use to familiarise themselves with the system, before they’re using it daily.
Training for your team is provided by your onboarding consultant, typically your leadership, sales, marketing and operations teams will need to be trained to use Prospect CRM.
Your onboarding consultant will be with you every step of the way to ensure your system works correctly before go-live. They’ll help you set up the system, import data, configure integrations and test that data is flowing as you expect it to.
Following a successful go-live, your onboarding consultant will transfer you to your customer success and support teams. If you’re on a Standard Customer Success Plan (CSP), your Customer Success Manager will check-in with you 6 weeks post go-live. All customers can access continuous support via live chat and raising support tickets, while those on a standard CSP can also access phone support too.
If issues arise after launch, our help guides or academy may offer a solution you can implement yourself, or you can contact your Customer Success Manager, or utilise the product support options available in your Customer Success Plan, such as phone, live chat or submitting a support ticket.
What’s included in the cost of implementation depends on the Flightpath option you choose. We have 3 options available – each package is provides varying levels of guidance, data integration, and configuration support, ensuring your setup experience is customised to your requirements. View our Flightpaths documentation to compare the 3 packages.
There are no hidden costs for our onboarding Flightpaths, what’s included is detailed in our Flightpaths documentation. If you require additional training from our team, surpassing what is offered in our Flightpaths, these costs will be discussed with you beforehand.
