Maximise Your Prospect CRM Investment with our Customer Success Plans | Prospect CRM
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Customer Success Plans

Support your account with guidance, expertise, and resources to help drive your business goals forward.

As we add new functionality and features to Prospect CRM, we want to ensure we offer you the best possible support. A Customer Success Plan ensures you get the maximum value from your investment. From staff training, to self-service video tutorials, right through to dedicated live support staff, we have the Success Plan to fit you.

At Prospect CRM, we understand that adopting new software can be challenging, especially when you’re not a software expert. While our CRM is designed to provide immense value, we know that businesses need ongoing support to truly maximise its potential. That’s where our Customer Success Plans (CSP) come in.

Learn more about Customer Success Plans

Our CRM Customer Success Plans

Essential Success Plan

Set your company up for success with self-serving resources available 24/7 through our Essential Success Plan  

  • Enjoy on-demand resources & services, including access to a portfolio of services through our Service Catalogue 
  • Hone your CRM skills with access to advice and guidance from two dedicated support contacts
  • Got a query on a CRM feature or functionality? In-product assistance is available to everyone on the Essential Plan 

Standard Success Plan

Take your CRM one step further and grow your business effectively with the Standard Success Plan 

In addition to all the features included in our Essential Plan, our Standard Plan also includes:

  • Complete control over important CRM configurations and customisations to tailor the solution to complement your business strategy, with the help of a Prospect CRM expert. 
  • Extensive support is available via email, telephone, and Live Chat so that businesses can focus on what really matters to them 
  • Benefit from exclusive access to Customer Webinars with live Q&A sessions 
  • Get answers faster and see continuous productivity improvements, enabling businesses to maximise customer lifetime value to drive sustainable growth. 

Features:
Standard
Essential
Success Services
Digitally Guided Success*
Customer Success Manager Check In
On-demand Webinars
Live Customer Webinars + Live Q&A
Access to the CRM Growth Engine
Access to a Portfolio of services through Service Catalogue
Support
Task-based Advice & Guidance
In-product Assistance for All Users
Live Chat
Telephone Callbacks
Service Hours
09:00 to 17:00 UK Business Hours
Support Contacts
2
Initial Response Guidelines for Support Cases
P1 - up to 2 hours P2 - up to 2 business days
Knowledge Base Content
Cost
Charged at 15% of the Subscription cost
Free

Contact our team to learn more about Customer Success Plans for Prospect CRM