⌨️ Shift+Enter to add break in email rather than new paragraph
A super simple yet helpful hint/tip for Prospect users today! In emails or when typing up your notes in the Activity feed in the CRM, use 'Shift+Enter' on your keyboard to add a line-break in an email rather than a whole new paragraph ('Enter'). Both are pretty similar but using line-breaks (shift-enter) means you don't add the full paragraph spacing when you don't want it.
🏅 We're a Cloud Vendor Finalist at the Cloud Excellence Awards!
🤩 Two shortlists in one month?!
Team Prospect are pretty excited (to say the least!) that we're finalists for Computing's Cloud Excellence Awards 2021 in the 'Cloud Vendor of the Year' category! (virtual clapping please 👏👏👏)!
💡 This one recognises cloud vendors that go above and beyond - from outstanding customer service, to innovative product development...so, it goes without saying that our customers (you!) and our team are at the very heart of this shortlist - none of this would be possible without you 🙌
🖱️ Drag & drop to import CSV files!
Ahhh...is it just us, or is being able to drag & drop stuff soo satisfying?! And it's even better knowing that a bit of easy (or lazy!) clicking = money in the bank. Time well spent if you ask us! 🕒💰
On a serious note, rather than manually adding products to a Quote or order, importing them from a CSV/Excel file can dramatically reduce rekeying for your Sales team. So, if your customers tend to send you lists of products they want to purchase from you, or better yet in a CSV/Excel format, then this bit of functionality will be a dream to use when creating Quotes. Give it a go!
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🥳 ProspectSoft Shortlisted for Cloud Product of the Year!
🎉 We've been shortlisted for Cloud Product of the Year at the National Technology Awards 2021! 🎉
The National Technology Awards are the most comprehensive celebration of technology in the year, recognising companies that have demonstrated technological excellence over the past year.
For Prospect CRM to place in the shortlist for this category is testament to the whole ProspectSoft team and our incredible Prospect community of customers and partners - thank you for your continued support! And...wish us luck for the awards night in September! 🤞
🔎 Super-Savvy Searching Tips!
A simple, straightforward search is great - but what about when you need more precise searching for those ultra-specific queries?
Beginner to searching for stuff in Prospect? Start here! But for those who want to hone in your searches to find exactly what you're looking for more quickly, go here! Whether it's prefix and partial word searching, searching for an exact phrase, or how to use "or" rather than "and" in your search term, make sure you check it out!
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🔮 COMING SOON: The Magic Matrix
The initial prototype of our all-new Magic Matrix is complete! Our team are still testing and tweaking this, so it's not available just yet...but it'll be ready for a full release in a future version.
Packed full of intel on your customer's buying patterns, Prospect's Magic Matrix will help you identify marketing and sales opportunities quickly and easily.
Laid out in a grid format, the Magic Matrix can be filtered by specific product categories, RFM Segments, Company Types and Account Managers, to reveal customers who:
🟢 have bought those products from you before 🔵 have an Opportunity logged for them in Prospect already 🟠 are aware you sell those products (you've sent marketing campaigns to them about it) 🔴 are totally unaware you sell those products (so should be targeted in a marketing campaign)
More details to follow on this one - so stay tuned! 👀
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