Good software but support could be better
The software and onboarding is good and we've had helpful calls with Codruta who has been great. The support team are quite slow in fixing critical i…
Customer Success Plans
Discover the key to successful CRM implementation, plan for success by opting for a Customer Success Plan (CSP), ensure enhanced adoption rates, elevated customer satisfaction, and foster a culture of continuous improvement and innovation for your business.
What is a Customer Success Plan (CSP)?
A CSP is more than just technical support – it’s about helping you build effective strategies, optimise your processes, and ensure the CRM evolves alongside your business. Our plans ensure your CRM remains a powerful tool that supports your business as it grows, helping you stay ahead of the curve and make the most of every feature Prospect CRM has to offer.
Prospect CRM Customer Success Plans
As we add new functionality and features to Prospect CRM, we want to ensure we offer you the best possible support. A Customer Success Plan ensures you get the maximum value from your investment. From staff training, to self-service video tutorials, right through to dedicated live support staff, we have the Success Plan to fit you.
At Prospect CRM, we understand that adopting new software can be challenging, especially when you’re not a software expert. While our CRM is designed to provide immense value, we know that businesses need ongoing support to truly maximise its potential. That’s where our Customer Success Plans (CSP) come in.
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Benefits of a Customer Success Plan
Without a CSP, it’s easy for businesses to underutilise their CRM or miss out on crucial features that can drive growth. With our plans, you ensure that your team is supported in both the short and long term. From getting critical configurations set up to continuously evolving with the CRM’s features, here’s how we make your success a priority:
- Onboarding/FlightPaths - Customer Success Plans typically include onboarding (also known as FlightPaths), and training sessions to ensure that all users understand how to use the CRM efficiently.
- Ongoing Support – Businesses have access to support to troubleshoot issues, implement new features, and optimise their usage of the CRM over time.
- Assistance with Optimisation & Expansion – A CSP can help businesses optimise their current CRM setup and ensure the system is scalable to expand its functionality to meet ever-changing requirements in today’s dynamic business landscape.
- Customer Retention & Growth – Customer Success Plans can be tailored to specific requirements and goals of the business, by understanding the unique requirements of the business, the plan can outline strategies for leveraging your CRM system to achieve those objectives whether that be increasing Customer Lifetime Value (CLTV), improving customer retention, boosting average order value (AOV) or something completely different!
- Long-term Success – Businesses that invest in a CSP experience better long-term success. Our Standard CSP is specifically designed to ensure that you don’t just use Prospect CRM – but use it to its full potential.
Adapting Customer Success to Your Business Needs
Our CRM Customer Success Plans
Essential Success Plan
Set your company up for success with self-serving resources available 24/7 through our Essential Success Plan
- Enjoy on-demand resources & services, including access to a portfolio of services through our Service Catalogue
- Got a query on a CRM feature or functionality? In-product assistance is available to everyone on the Essential Plan
Standard Success Plan
Take your CRM one step further and grow your business effectively with the Standard Success Plan
In addition to all the features included in our Essential Plan, our Standard Plan also includes:
- Complete control over important CRM configurations and customisations to tailor the solution to complement your business strategy, with the help of a Prospect CRM expert.
- Extensive support is available via email, telephone, and Live Chat so that businesses can focus on what really matters to them
- Benefit from exclusive access to Customer Webinars with live Q&A sessions
- Get answers faster and see continuous productivity improvements, enabling businesses to maximise customer lifetime value to drive sustainable growth.
Customer Success Plans Reviews
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184 reviews
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Based on
184 reviews
Great customer service
We have been using Prospect for 12 months now and have got used to it. We have it linked to Unleashed Inventory Management system. Whenever I have …
Onboarding with Prospect
We have been onboarding with Prospect for a few months. We have had the pleasure of working with Matilda for training and onboarding and she has bee…
Very knowledgeable and patient whilst…
Very knowledgeable and patient whilst showing me around the dashboard and what it's capable of.
Callie was so helpful and guided me…
Callie was so helpful and guided me through what I needed to do, very helpful and knowledgeable
FAQs
What is a Customer Success Plan?
A Customer Success Plan (CSP) is a package offering specialised support and exclusive features and functionality to customers such as product training, support, or even customised strategies. Businesses that invest in a CSP are more successful as a result.
How can a Customer Success Plan benefit my business?
Access to extensive support from CRM deployment through to system expansion, Customer Success Plans tailored to fit your business requirements allow your organisation to put 100% focus into achieving operational objectives, without the headache of managing system issues.
How much does a Customer Success Plan cost?
Check out our CSP pricing above, or visit our Pricing page to see the full extent of what is included in each plan.