Prospect CRM Webinars

Live + Q&A // On-demand

Live + Q&A // On-demand

What's coming up?

Join our free customer webinars to get up to speed with Prospect CRM!

With "how-to" sessions, Early Adopter programmes for new feature sneak peeks, and live Q&As, our customer webinars are perfect for any CRM user.

So, whether you're using Prospect CRM to get more customers, keep customers for longer - or both - come along!

All the details for upcoming sessions are below.

Register your places

Series 5 Webinars 2024-25

Using the Magic Matrix to Generate Marketing Opportunities

> Quick refresh on campaigns

> Setting your Magic Matrix categories

> Building awareness using the Magic Matrix

> Worked example of targeted campaign

Tues 26th Nov, 14:00 GMT

Thurs 28th Nov, 13:00 AEDT (15:00 NZDT)

> Creating a Quote

> Creating & using Pipelines

> Converting Opportunities to Quotes

> Using Dashboards to spot sales opportunities

Thurs 5th Dec, 13:00 GMT

Mon 9th Dec, 13:00 AEDT (15:00 NZDT)

New Sales User 101: Quotes & Opportunities

Tues 26th Nov, 14:00 GMT

Available on-demand for APAC

> Launch of the new Calendar & Events

> Sync to Outlook

> Worked example

Official Launch:

All-new Calendar Feature

Tues 17th Dec, 13:00 GMT

Thurs 19th Dec, 13:00 AEDT (15:00 NZDT)

> Setting up general & personal email notifications

> Key personal settings to configure (accessibility, Reports)

> xx

> xx

Configuring your Personal Settings

Thurs 19th Dec: 13:00 GMT

Tues 7th Jan: 13:00 AEDT (15:00 NZDT)

> Our top 10 settings to configure during quieter holiday season

> Activity Types

> Custom Fields

> Engagement Period by company priority

> Marketing, Productivity & Payment integrations

Configuring Company-wide Settings (Admin-only)

Watch On-demand

Didn't catch a previous session? Watch them at a convenient time for you below.

Stay tuned for more sessions landing January 2025

Want us to run a webinar on a topic that's not listed above? Let us know here!

Session #8: Introduction to the CRM Dashboards

18th September 2024

✔️ Tour of Dashboards, including Overview Dashboard, Account Manager Dashboard, Sales Rep Dashboard & Sales Manager Dashboard

✔️ Explanation of key tiles

✔️ How to view the Dashboard data by Sales rep/Account Manager

✔️ How to restrict Dashboard information by user

✔️ How to embed Custom Dashboards

Series 4 Webinar Recordings

Session #7: Improve your CRM Efficiency: The CRM Scorecard

10th September 2024

✔️ What is the CRM Scorecard?

✔️ How does it work?

✔️ What questions will I be asked?

✔️ How do I get my results?

✔️ How do I get support with improving my CRM usage?

Session #6: How to Perform Bulk Updates on your CRM Data

5th September 2024

✔️ What is the Bulk Update tool?

✔️ What permissions do you need & how do you get them?

✔️ Common use cases for performing bulk updates

✔️ Worked example: Updating Account Managers on Companies

✔️ Worked example: Updating Contact & Company Categorisation

Session #5: Setting up CRM Problem Tracking for Issue Resolution

29th August 2024

Watch back this webinar to learn how to record your customer's issue as a CRM ticket and pass it in real-time to your customer service, warehousing or accounts team. We show you how you can use detailed accounts and sales data to resolve issues at the source and turn every problem into an amazing customer experience.

Session #4: Quick Wins to Speed Up your Sales Process

27th August 2024

Catch up with our most recent webinar in Series 4 hosted by our Customer Success Manager, Daniela, taking you through some quick wins to streamline your sales process for ultimate efficiency!

Session #3: Leveraging the Growth Engine for Sales Success: Part 2

20th August 2024

Watch back another follow up webinar to the Growth Engine Launch! We dive into how you can improve your performance in each of the four Growth Strategies that make up the flywheel of the Growth Model; "Higher CLTV" (that's "Onboard", "Order Value", "Order Frequency" and "Retention").

Session #2: Leveraging the Growth Engine for Sales Success: Part 1

15th August 2024

Watch back our first follow up webinar to the Growth Engine Launch! This session begins with a recap of the Growth Engine, before delving into how you can improve your performance in each of the three Growth Strategies that make up the funnel of the Growth Model; "More Customers" (that's "Attract", "Sell" and "Close").

Session #1: Early Adopter: Soft Launch – Landing Pages

13th August 2024

Enquiry Web Forms is one of our most popular recent features. Landing pages builds on Enquiry Web Forms by allowing you to quickly build micro sites to host forms as part of any marketing campaign (including email, PPC etc.) without having to involve web designers or new website pages! This soft launch to Early Adopters is helping us gather feedback ahead of the full rollout!

Session #8: Series 3 Webinars: Q&A + FAQs

31st July 2024

We collated the most asked questions from Series 3, and answered some more general CRM FAQs too!

Series 3 Webinar Recordings

Session #7: Connecting Access Analytics to Prospect CRM

25th July 2024

Access Analytics is a business intelligence tool integrated within Access Workspace. It allows users to create, view and permission data visualisations that pull data from Access software and 3rd party systems. In this webinar, Rob and Tim run through the standard Data Views, Insights, and Dashboards for the CRM focusing on Sales, Opportunities, and Problems. They also show you how to quickly create and amend Insights for use in Dashboards!

Series 3 Webinar Recordings

Session #6: NEW: Intro to the CRM Growth Engine!

17th July 2024

Our Founder, Andrew Ardron, reveals the new Growth Engine in Prospect CRM - a business intelligence dashboard that features charts and analysis on your business' growth performance!

Session #5: Attract More Leads with Enquiries & Enquiry Web Forms

9th July 2024

Watch back this webinar with our Customer Success Manager, Daniela, on Enquiries & Enquiry Web Forms. With CRM Enquiries, you can record details of a lead, or capture these via optimised web forms that you can create and add to your website. Once you're automatically feeding them from your website straight into Prospect CRM, your team can then review, qualify and convert into CRM Opportunities and track conversions!

Session #4: Early Adopter: Soft Launch - Updates to CRM Tasks

26th June 2024

Our Founder, Andrew Ardron, shares an early preview of the improved Tasks. Note: those who registered for this session are an early adopter to provide direct feedback ahead of full rollout.

Session #3: How to Successfully Onboard your Customers

20th June 2024

Watch back this session with Alex, our Customer Success Manager, to learn what does onboarding means for a product business, when a customer "onboarded", the impact of poor onboarding in B2B SMEs, and top tips for a great onboarding strategy!

Session #2: The Future of Digital in Prospect CRM

9th May 2024

Watch back this session with Abby, our Digital Support Engineer, to learn about the ways you can quickly get the answers you're looking for when using Prospect CRM. From accessing Help Docs and other digital support resources, to keeping up to date with new features and releases...we even introduce you to our Digital Assistant!

Session #1: The Growth Formula, Model & Playbook

13th June 2024

Watch back this session with Daniela, our Customer Success Manager, to learn about the Growth Formula and Growth Model, and how these concepts come to life in Prospect CRM by implementing the Growth Playbook!

Session #10: Series 2 Webinars Q&A + FAQs

21st May 2024

The Customer Team answered your questions live in the final session of Series 2!

Series 2 Webinar Recordings

Session #9: Top 20 Quick Tips

9th May 2024

From record management tips, to integration and data advice - watch back our top 20 quick tips, picked by our Customer Success team!

Session #8: 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!

Session #7: 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.

Prospect CRM Academy

Learn the fundamentals of the Prospect CRM solution at your own pace with our free resources!

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