Just completed our training with…
Just completed our training with Charlotte. She was very patient and very thoughtful. The training is really comprehensive and backed up by lots of …
CRM Onboarding & Support
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.
Meet the CRM Onboarding Team
Meet Prospect CRM’s Onboarding team: experts dedicated to your successful transition to the cloud!
Isobel Honour
ERP Cloud Adoption Manager
Daniela Balanescu
CRM Adoption Team Lead
Charlotte Austin
Onboarding Consultant
Matilda Gardener
Onboarding Consultant
Bogdan-lonut Spatar
Onboarding Consultant
Adilah Adli
Onboarding Consultant
Nurulhazira Rusdi
Onboarding Consultant
Azri Kamaruz
Onboarding Consultant
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.
FlightPaths: Take Control of Your Software Support
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 Training
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
Our FlightPaths are designed to fit around your schedule and business structure via video calls that allows for face-to-face contact, all around the globe!
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 at every stage.
Ongoing support
After onboarding, you’ll be transferred to the capable hands of our dedicated Customer Success team who will provide continuous support and help you make the most of your CRM.
Further enhance your FlightPath experience with a range of additional services, including bulk imports, enquiry web form creation, and advanced report writing, to optimise your use of Prospect CRM.
Tales of Success: CRM Training Done Right
Find out firsthand how businesses have successfully transitioned to Prospect CRM with our expert configuration guidance and tailored integration support.
CRM Training & Support Resources
On-Demand Webinars
Explore new user 101 tutorials and adopt CRM best practices that will maximise your experience with Prospect CRM.
Help Docs
Need quick answers? Find everything you need to troubleshoot and maximise your Prospect CRM experience in our Help Docs.
Prospect CRM Academy
Dive into our Prospect CRM Academy to elevate your CRM expertise – unite knowledge and innovation with our curated resources and training materials.
Ready for CRM setup? Trial Prospect CRM for free and gain instant access to our support services!
Customer Reviews
Excellent
Based on
149 reviews
Showing our favourite reviews
Based on
149 reviews
Codruta had all the answers…
Codruta had all the answers to my questions and was able to solve the main query in minutes. She was then able to guide me through the "Problems" se…
Stunning review!!
Bogdan over the past few weeks has been helping me set-up my new Prospect CRM system. I have to say he's has been very polite and very helpful in fin…
Delighted with Service
I am delighted to say, on my recent call with Callie from the support team, the issue was grasped quickly and Callie guided me through the process to…
Seems ok
Weve only been using a short time but seems ok.