Prospect CRM Webinars
Live + Q&A // On-demand
What's coming up?
Live + Q&A // On-demand
Series 2 Webinars FAQs + Q&A
> Meet the Customer Success team!
> Frequently asked questions from sessions in Series 2
> Your questions answered (we'll collate all questions submitted in advance when you register for this session)
> Live Q&A - a chance for you to ask questions in the session live
13:00 BST
Tues 21st May
Series 2 Webinars 2024
Top 20 Quick Tips
> Activity/Notepad tips
> Record management tips
> Integration tips
> Accessibility tips
> Data tips
13:00 BST
Thurs 9th May 2024
Watch On-demand
Didn't catch our live webinars? Watch them on demand - from CRM best practice, to how-to sessions & partner appearances!
Session #7: Implementing CRM Best Practices for Consistency & Success
23rd April 2024
Learn how the customisations, settings, and configuration options can be used to align your CRM and business processes!
Series 2 Webinars
Session #6: Measuring CRM Success using Goals & Customer Analysis
9th April 2024
Eager to get to grips with measuring CRM success? Watch back this webinar that focuses on measuring your team's success using Goals and customer analysis in Prospect CRM!
Session #6: Using Quote Templates, Email Templates & Email Signatures to Streamline & Standardise Processes
28th March 2024
Keen to streamline and standardise your quoting processes? Watch back this webinar to discover the importance of applying consistency and best practice to the key customer touchpoints of your quoting workflow. By actioning the takeaways from this session, you'll optimise the customer experience and improve staff productivity!
Session #5: Improving your Quoting Process to Increase Order Value, Frequency & Overall Efficiency
14th March 2024
Want to get from quote to order, faster? This webinar focused on helping you take more orders in less time using the Quote-to-Order Workflow in Prospect CRM!
Session #4: New User 101: Setting up New Employees on Prospect CRM for Success
27th February 2024
Are you a new starter in the business looking to get to grips with the fundamentals of Prospect CRM? Watch back this session where our Associate Customer Success Manager, Daniela, runs through the essentials of Prospect CRM to get you up to speed!
Session #3: Using Mailchimp/Klaviyo to Deliver Targeted Campaigns & Automation Across the Entire Growth Playbook
8th February 2024
Learn how to connect Prospect CRM to Mailchimp or Klaviyo, then how to send targeted campaigns to attract new customers and maximise customer lifetime value.
Session #2: Using Enquiries & Enquiry Web Forms to Attract More & Better-Quality Leads
2nd February 2024
If you're in marketing or sales, make sure you watch back our webinar focused on how you can attract more & better-quality leads using Prospect CRM Enquiries and Enquiry Web Forms! From creating the forms and deploying them on your website, to converting Enquiries to Opportunities or Problems. Plus, a great Q&A with those that joined live!
Session #1: Using RFM Analysis to Maximise Average Order Value & Frequency
25th January 2024
Get to grips with the basics of RFM Analysis and how to start using it in Prospect CRM!
Session #7: Series 1 Webinars FAQs + Q&A
12th December 2023
Meet our Customer Success team in our final webinar of Series 1! To round off 2023, this webinar was an open forum for our customers to ask questions live!
Series 1 Webinars
Session #6: Using the Report Builder to Drive Success
23rd November 2023
From how to build new Reports from scratch, to using the pre-made Reports to your advantage - this will be the ultimate masterclass in using the Report Builder to get more analysis from your system!
Session #5: Quote-to-Order Workflow: The Essentials
7th November 2023
Back by popular demand, we've condensed our Quote-to-Order Workflow Masterclass into a shorter crash course, so you can get started with setting up the essentials of a great Quote-to-Order Workflow.
Session #4: Using Missing Order Alerts & Problem Tracking to Improve Customer Retention
12th October 2023
Understand the impact of missing orders & how to proactively identify at-risk customers in this session. We also touch on Problems in Prospect CRM and why linking these to your sales & accounts data is critical.
Session #3: Using the Magic Matrix & Product Upsell to Increase Average Order Value (AOV)
3rd October 2023
Get an introduction to the Magic Matrix and learn how to create upsell campaigns to increase your average order values.
Session #2: Using Opportunity Pipelines to Manage your Sales Process & Improve Close Rates
14th September 2023
Learn the differences between Opportunities, Quotes and Orders in Prospect CRM, how to set up your Pipelines, and to see the new Kanban mode in action - a more visual sales pipeline management in Prospect CRM.
Session #1: All-New Prospect CRM Notifications Explained
29th August 2023
Learn how the new CRM email notifications can help you stay on top of what's happening with your customers, orders, and new business enquiries!
Intro to Prospect CRM: The Official CRM for Unleashed
8th June 2023
Find out what makes Prospect CRM the best fit for Unleashed customers and see the integration in action.
On-demand Webinars
Optimising your Quote to Order Workflow
3rd December 2022
Want to convert more quotes into real orders? Learn how to deliver a smooth buying experience for your customers and automate each stage of your workflow to maximise orders and prompt profitable sales growth.
Join Prospect CRM and Katana to find out where ERP is headed and how to build the perfect tech stack for manufacturing.
Modernising Manufacturing
12th October 2022
Learn the basics with a live demonstration: how to build, filter, and summarise CRM reports.
CRM Reporting FAQs
11th October 2022
Get to know Prospect CRM's standard reports, learn how to edit existing reports, and find out how to build a brand new report with our CRM experts.
Building & Editing CRM Reports
4th October 2022
23rd September 2022
Leverage Mailchimp to Drive More Sales
Discover more about Prospect CRM and Mailchimp, and find out how to generate more leads with email marketing integration.
14th September 2022
Configure your Document Templates
What are the benefits of a document template? How do you configure them in your CRM? Learn the essentials and start organising your CRM library with the advice from our Onboarding team.
13th September 2022
Managing Communications with Customers
Find out how Prospect CRM makes storing your customer data straightforward and how you can leverage your system to manage customer activity.
13th September 2022
Set Up your Problems
From configuring Problem pipelines to analysing common Problems, learn how to build the perfect Problems process for your team.
30th August 2022
Turning Problems into a Success
Do you know how Prospect CRM can help you resolve after-sales queries? Join us as we run through some of the most common issues and how your Customer Services team can utilise the Problems feature to deal with these issues.
16th August 2022
Create Beautiful Quote Templates
Learn how to edit quote templates within Prospect CRM to match your company's branding, so you can deliver a quick and personalised quoting experience to your customers.
10th August 2022
Extended Quoting via Prospect CRM
Discover the benefits of Prospect CRM's quoting feature with our Onboarding team.
27th July 2022
Quoting via Prospect CRM
Learn the quoting basics; how to build and send quotes, as well as how to confirm orders in your ERP system.
26th July 2022
Set Up Your Opportunities
Find out how to use Prospect CRM Opportunities to streamline complex sales processes, monitor targets, and increase conversion rates.
Let us know what topics you want to learn about & we'll make it happen!
What Prospect CRM webinars do you want next?
Prospect CRM Academy
Learn the fundamentals of the Prospect CRM solution at your own pace with our free resources!
2024 ProspectSoft Ltd. All rights reserved.