👀 Check on your Sales team's CRM activity!
As a Sales Manager, knowing what your Sales team have been working on just before your daily Sales catch up can make those meetings much more productive and relevant. With the new User Activity page, you can do just that - click here to find out how! This was a highly requested feature by Sales Managers and Sales Directors alike, so thanks for your feedback - it's now landed in Prospect CRM!
🖼️ Show your amazing products off on your Prospect eCommerce Site!
Customers visiting your B2B trade portal or website want to see your products in lots of detail before they make a purchase. In fact, displaying just one image of each of your products could have a negative effect on the number of orders being placed through your website.
It's now super easy to upload multiple images of your amazing products to your Prospect eCommerce site, enabling those browsing to see them in all their glory!
Please note: this is only available to customers who've got a Prospect eCommerce website - please get in touch so we can get this set up for you!
🔗 Stop switching between apps...embed custom dashboards in Prospect!
It's great to see so many of our awesome users loving the new Prospect Dashboards! To make sure your whole team are using them every day, why not embed your third-party dashboards (e.g. from Power BI) into Prospect too?
Rather than constantly switching between multiple apps, having your custom/URL-based dashboards front & centre makes it quick and effortless to see these in a single place! And - have no fear...if you've set up your third-party dashboard to auto-refresh, it'll do the same once it's embedded into Prospect!
📚 Store & Share Files in the all-new CRM Library!
The CRM Library (currently in preview) allows you to upload files to your Prospect CRM platform so they can be easily referenced by the whole team. Whether it be uploading files straight from your PC, or adding links to external resources like SharePoint or on your website, the CRM Library acts as a hub of information for both your employees and customers! We've got a bunch of short 'how to' articles on this new feature - we recommend you start off right here with our intro article!
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🐵 Tag your Mailchimp Contacts in Prospect!
Mailchimp's one of our most recent integrations, and so far, its clear from the feedback that you're loving it! But we're all about listening and improving. The people spoke, and we listened!
So, to help you send highly targeted campaigns in Mailchimp , you can now 'tag' contacts in Mailchimp right from any list or report within the CRM interface. Whether you're using a pre-made Report like 'Customers who bought X but not Y' or want to build your own, you can now tag'em with just a click of a button!
📎 Save time & auto-attach all-important Word/PDF docs to email templates!
Sending quotes, lightening fast, to prospects and customers is essential - especially when you've got enquiries coming in thick and fast! But attaching docs and PDFs to those emails can be time-consuming and tedious. If there's one thing we all hate it's this: Slow processes = Frustrated Staff + Less sales!
Take this scenario: you're a Sales person, you send lots of quotes out every day to potential customers. Attaching that all-important PDF ten times-over is gonna slow you down!
In Prospect, you can now set documents, like Word docs and PDFs, as default attachments on any of your email templates...making quote-sending lightening fast and super easy! 🙌
Besides - does anyone else find that "Sorry - perhaps you've forgotten to attach the file" response SO annoying?!
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