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Stream 1

Making the most of Stock-Aware CRM

Ideal for existing customers & Free Trialists

Report Builder & Business Intelligence Tools

Points Covered:
  • How to access & use the Report Builder
  • Saving & sharing reports
  • Outlining any standard reports which are available in the CRM
  • In-depth look into Power BI
11:00 GMT
30th October 2019

Stream 2

What is Stock-Aware CRM?

Perfect for businesses who sell physical products from stock B2B

Prospect & Unleashed

Points Covered:
  • Inventory Management integration with a Stock-Aware CRM
  • Quick demo of the systems integrated
  • New integration features with Unleashed
  • How to easily set up the integration & Free Trial info
11:00 BST
15th October 2019

Stream 3

Migrating from Version 6 to Prospect

Aimed at current Version 6 customers looking to move to Prospect

The Migration Process

Points Covered:
  • A new system, not an upgrade
  • What you can migrate automatically, what’s semi-automated & what’s new
  • Getting in touch with our team to start the process
  • Pricing differences
  • Steps (checklist)
11:00 GMT
20th November 2019

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