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.
Problem Pipelines & Statuses are funnels or journeys which should depict your typical process for dealing with customer queries/issues.
Problem Types and Analysis provide a way for you to categorise your customer service tickets and improve your reporting.
The Problem Source features on all Problems, helping you record where the customer's query derived from.
Understand how Equipment Items could benefit your business when selling pieces of equipment covered by service contracts, or on lease.
Configure the statuses of an equipment item such as whether an equipment item is active, written off or returned.
List your manufactures for the different equipment items that need to be logged in the CRM.
Choose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).
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 it