Must Do's

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.

2. Set Up your Problem Pipelines

Problem Pipelines are essentially 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'.


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.