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Stream 1

Making the most of Stock-Aware CRM

Ideal for existing customers & Free Trialists

Document Management

Points Covered:
  • How to create standard template documents
  • How to add in search & replace fields
  • How to then create these within the CRM
  • How to save in external documents
  • Ability to pin documents & mark as important
26th June 2019

Prospect Desktop Interface vs. Web Interface

Points Covered:
  • Access differences
  • Layout comparison
  • Speed comparison
  • Cloud benefits
  • Other notable comparisons
17th July 2019

Sales Opportunity Management to Drive Sales Growth

Points Covered:
  • Where does lead generation fit into CRM?
  • Creating a Lead under a Contact
  • Use of Status & Status Detail
  • Adding Notes & Recalls
  • Lead pipeline configuration
  • Lead Statuses & Types
  • Useful Standard Sales Reports
  • Process of converting Quotes to orders
24th July 2019

Customer Service in B2B: Queries, Complaints & Problem Management

Points Covered:
  • Creating a Problem under a Contact/Lead
  • Use of Status & Status Detail
  • Customer Service Pipelines
  • Adding Notes & Recalls
  • Creation & sending of Documents
  • Useful Customer Service Standard Reports
28th August 2019

Managing your B2B Records Effectively

Points Covered:
  • Overview of the Hierarchy
  • How to create new records
  • Importance of data consistency & consequences of bad practice
  • Notes, Note Tagging & Important Notes
  • Importance of Recall list & clearing Recalls etc.
25th September 2019

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
30th October 2019

CMS Editor (Editing your eCommerce Website)

Points Covered:
  • Articles
  • Editing your site
  • Adding/removing blocks
  • What's to come in 2020
11th December 2019

Stream 2

What is Stock-Aware CRM?

Perfect for businesses who sell physical products from stock B2B

Critical Product Info your Sales Team Need

Points Covered:
  • Product details for your Sales team
  • Up-sell, cross-sell & alternate products
  • Product restrictions by customer
  • Available stock levels
14th August 2019

Fast, Accurate and Efficient Quoting & Order-taking

Points Covered:
  • How B2B sales processes differ when selling physical products from stock
  • Taking orders out in the field
  • How to create beautiful quotations for your customers using all your account system managed products
11th September 2019

Managing & Controlling Delivery Charges

Points Covered:
  • How to manage & control delivery charges
  • How to amend delivery charges
  • Using delivery charges when quoting
18th September 2019

Dealing with B2B Queries & Complaints

Points Covered:
  • Common queries & complaints in B2B selling
  • Problem tracking
  • Problem Pipelines
16th October 2019

Stock-Aware CRM for 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
13th November 2019

Stock-Aware CRM for Sage 50

Points Covered:
  • Demo of the systems integrated
  • Sage 50 customer success story
  • Free Trial & demo info
27th November 2019

Stream 3

Migrating from Version 6 to Prospect

Aimed at current Version 6 customers looking to move to Prospect

Spotlight Feature v6 vs. Prospect: Equipment & Contracts

Points Covered:
  • How you would have logged equipment in v6?
  • How to create an equipment item
  • How to link other records in the CRM to the equipment item
  • How to create a contract including adding items to your equipment contract
10th July 2019

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)
20th November 2019

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