Prospect CRM Webinars

Live + Q&A // On-demand

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What's coming up?

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Live + Q&A // On-demand

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Series 3 Webinars 2024

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The Future of Digital in Prospect CRM

> Accessing Help Docs & searching for what you're looking for
> Digital support resources

> Meet the Digital Assistant that's answering your questions!

> How to find release notes & what version you're on

> Quick overview of the Ideas Portal & how to vote on ideas

> How to keep up with the latest new features & improvements

Tues 18th June 2024

Register

15:00 BST

Thurs 20th June 2024

15:00 BST

Register

> What does onboarding mean for a product business?
> When is a customer "onboarded"?

> The impact of poor onboarding in B2B SMEs

> Top tips for a great onboarding strategy



How to Successfully Onboard your Customers

Register

13:30 BST

Wed 17th July 2024

> What is it & who's behind it?
> Why's it important for your business?

> How the Growth Formula & Growth Model form the basis of the Growth Engine

> How does it work & what does it show you?

NEW: Intro to the CRM Growth Engine!

Attract More Leads with Enquiries & Enquiry Web Forms

> What are Enquiries?
> How are they different to Opportunities?
> How do I create an Enquiry?

> How do I automate Enquiries with Enquiry Web Forms?

> Best practice advice for creating Enquiry Web Forms

> How to add an Enquiry Web Form to your website

Tues 9th July 2024

13:00 BST

Register

Hosted by Prospect CRM Founder, Andrew Ardron

15:00 BST

Register

Thurs 25th July 2024

> What is Access Analytics?
> How does it work?

> How do my CRM users see the results?

> Best practice advice on how to use Access Analytics

> Key benefits to using this analytics tool

Connecting Access Analytics to Prospect CRM

Wed 31st July

13:00 BST

Register

> Meet your Customer Success team!
> Frequently asked questions from sessions in Series 3

> Your questions answered (we'll collate all questions submitted in advance when you register)

> Live Q&A - an opportunity for you to ask questions in the session live

Series 3 Webinar: Q&A + FAQs

Register

15:00 BST

Wed 26th June 2024

> What changes are we making?
> Why are we making these changes?

> Demo of the new Tasks

> How your feedback can help
> When's it available & what's coming soon?

Register as an early adopter for a first look & to provide direct feedback ahead of rollout

Early Adopter: Soft Launch - Updates to CRM Tasks

Watch On-demand

Didn't catch our live webinars? Watch them on demand - from CRM best practice, to how-to sessions & partner appearances!

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!

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Series 2 Webinars

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!

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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!

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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!

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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!

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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!

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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!

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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.

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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!

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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!

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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!

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Series 1 Webinars

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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!

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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.

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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.

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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.

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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.

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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!

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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.

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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.

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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

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Learn the basics with a live demonstration: how to build, filter, and summarise CRM reports.

CRM Reporting FAQs

11th October 2022

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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

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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.

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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.

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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.

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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.

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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.

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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.

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10th August 2022

Extended Quoting via Prospect CRM

Discover the benefits of Prospect CRM's quoting feature with our Onboarding team.

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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.

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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.

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Let us know what topics you want to learn about & we'll make it happen!

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