Tagging now lets you profile and categorise customers, contacts, opportunities, problems, quotes, orders, documents...you name it! Once you've set your tags, these can be used to filter lists of companies or contacts (or virtually anything) when reporting, enabling you to efficiently segment your data however you want.
For example, if you're selling sportswear and accessories, you could add tags to indicate customers who are interested in a certain sport, like "Cricket", "Rugby" or "Tennis". From there, you could add those with a tag of "Rugby" into an email campaign when you have an offer on for all your rugby-related products! And, if you use different tags for different things, say several tags for sports, and other tags for other things, you can group all the sports tags as blue, and all the tags related to (say) their premises in green. It's totally up to you. In fact, the beauty of tags is their flexibility!Read More
For customers that have Xero integrated to Prospect (or are using Unleashed with Xero as a secondary connection), you can now see a live view of the Xero Aged Receivables report against customers in Prospect. Without switching apps, you'll know exactly which customers have paid, and which customers haven't. For Sales Reps, this means you can check to see if customers have any outstanding payments due before letting them place more orders. This is often one of the most effective moments to ask for payment from a slow-payer!
P.S. In this release, you can access this report by navigating to the Sales Ledger screen in the CRM. But, if two clicks seems too much effort, don't worry - we're making it even easier to access from the main customer record in the CRM (the Division screen) in the next release!
Any users can add product images via the CRM, and then include those in their quotation documents. But, now, for anyone using Unleashed for Inventory Management, these images are now automatically imported from Unleashed straight into Prospect CRM, meaning you don't have to manually update or import them any longer - saving you time and effort!
So, for all you Unleashed customers out there, if you haven't already added product images to your quotation documents, why not?...and say 'hello' to creating snazzy-looking quotes!
(P.S. if you don't want to use the same images that you've set up in Unleashed, you can turn this auto-import off in the Settings. But, also, if you've already manually set images from within the CRM, this will be turned off by default - to avoid accidentally overwriting your existing images. Just go to the Settings, and turn it on or off as you wish).Read More
Chances are, you've probably heard of Mailchimp - so there's no need for a big introduction or fanfare from us. But put it this way - Mailchimp's undoubtedly the most popular email marketing tool in the world, and we're ecstatic to now offer integration to it for all our Prospect CRM users!
Simply sync contacts directly from Prospect into Mailchimp, add any Tags to filter and segment them, and start creating beautiful emails! So, whether it be a new product launch or a welcome email to your new customers, Mailchimp's simple drag & drop tool makes email creation a breeze!
Interactions with your campaigns, like click-throughs and opens, are all logged back in Prospect - so your whole team can see the impact of your marketing efforts! Plus, unsubscribes are automatically recorded in the CRM, meaning you'll only send to those who want to hear from you.
"I've not been to the Prospect Academy before...what can I expect?"
Packed full of how-to articles and easy-to-follow tutorial videos, the Prospect Academy is a hub of handy resources helping you and your team learn the fundamentals of the Prospect platform at your own pace.
Our Academy has had a bit of a spruce up...here are some of the best bits! 🌟
You can go straight to the Academy via this link. *Tip*: quickly access the Academy by simply clicking the question mark icon in the top right-hand corner of the CRM!
We're very excited to announce a new integration to Zing Respond, enabling you to make and receive phone calls directly from within Prospect CRM!
Zing Dev Ltd is part of the Prospect group of companies, and as the UK's only dedicated Twilio Consulting Partner, they're experts in Twilio’s cloud communication platform - helping to streamline and modernise businesses communications.
Part of the Zing CARE portfolio, Zing Respond is a cloud-based telephony solution that allows you to make and receive calls in Prospect. With built-in contact look-up, it'll match inbound numbers to Contacts in the CRM, opening the record automatically...gone are the days of frantically searching for that customer whilst they're trying to place their order!
Plus, call forwarding from your existing phone system means your business can be up and running quickly, and super productive - no matter where you are your team are working from - without massive upheaval.
And, all that at great value too. With the Standard Zing Respond package, you can implement up to 5 menu options in your IVR, and have up to 100 users!
Let's face it - there's never been a better (and more critical) time to get your remote workforce up and running with modern, work-anywhere, cloud telephony. Check it out now!