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Discover key features in Prospect during your integrated Free Trial to increase sales, improve customer retention & maximise profits.

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Additional reading How can I improve my sales process? What happens after the sale? Where can I gain further insight? Why should I set up integration to Prospect CRM?

Why should I set up integration to Prospect CRM?

Why should I set up the integration?

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Why should I set up integration to Prospect CRM?

Hierarchy of the CRM

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How can I improve my sales process?

Making the most of an Opportunity

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How can I improve my sales process?

Quick Quoting

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How can I improve my sales process?

Taking More Orders Using RFM Analysis

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How can I improve my sales process?

Insights from the Account Manager Dashboard

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What happens after the sale?

Turning Problems into a Success

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What happens after the sale?

Making Sure Processes are Followed

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Where can I gain further insight?

Missing Order & Predicted Churn Alerts

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Where can I gain further insight?

Standard Sales Reports Available

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Building your Own Reports

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Additional reading

Ideas Portal

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Additional reading

Services Portal

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