1. Don't Make After Sales an After Thought
Understanding how using Problems in Prospect CRM can ensure you don't make after sales an after thought. Problems enable you to record and manage customer issues that occur after a sale has taken place.
Must Do's
2. Set up your Problem Pipelines & Statuses
Problem Pipelines & Statuses are funnels or journeys which should depict your typical process for dealing with customer queries/issues.
3. Configure your Problem Types
Problem Types help you categorise customer issues, for example 'Delivery', 'Technical' or 'Invoice Query'.
Recommended
Configure Advanced Problem Analysis Matrix
Problem Types and Analysis provide a way for you to categorise your customer service tickets and improve your reporting.
Configure your Problem Sources
The Problem Source features on all Problems, helping you record where the customer's query derived from.
Creating Equipment Items
Understand how Equipment Items could benefit your business when selling pieces of equipment covered by service contracts, or on lease.
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Configuring your Equipment Statuses
Configure the statuses of an equipment item such as whether an equipment item is active, written off or returned.
Configuring your Equipment Manufacturers
List your manufactures for the different equipment items that need to be logged in the CRM.
Automatic Equipment Creation for Unleashed Sales Orders
Choose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).
Creating Contracts
To help you record contractual relationships with your customers, you can set Contracts on Companies to record information such as the contract renewal date.
Watch itConfiguring your Contract Statuses
Configure the statuses of a contract such as whether the contract is active, in draft or on hold.