The Prospect Feature in Empress is an essential tool for businesses aiming to streamline their sales and marketing operations. It provides a structured way to view, edit, sort, and track information about potential customers or clients, referred to as ‘prospects’. This guide will guide you through the practical applications of the Prospect Feature from a business user’s perspective.
Introduction
The Prospect Feature is primarily designed for sales and marketing personnel to manage and keep track of potential customers or clients. It’s a part of Empress’s Customer Relationship Management (CRM) module, and its primary function is to store and organize critical prospect data such as company name, industry, market segment, territory, number of employees, annual revenue, and contact information.
Accessing and Navigating the Prospect Feature
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To access the Prospect Feature, log into Empress and navigate to the CRM module. Here, you will find the Prospect option listed in the dropdown menu.
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Clicking on the Prospect option will open a new window displaying a list of your current prospects. Each prospect is represented by a row containing relevant information such as the company name, market segment, industry, and annual revenue.
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To view more detailed information about a prospect, click on the row representing that prospect.
Editing Prospect Information
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To edit a prospect’s information, navigate to the specific prospect and click the Edit button.
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You can then update fields such as company name, market segment, industry, territory, number of employees, annual revenue, and contact information.
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Once you’ve made the necessary changes, click the Save button to update the prospect’s information.
Sorting and Tracking Prospects
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To sort prospects, simply click on the title of the column you wish to sort by.
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To track changes made to a prospect’s information, the Prospect Feature includes a Track Changes option. By enabling this feature, you can see who made changes to the prospect’s information and when those changes were made.
User Roles and Permissions
The Prospect Feature has defined user roles and permissions to ensure data integrity and security. The primary roles include:
- System Manager: Can create, read, write, and share prospect information.
- Sales Manager: Has all the permissions of a System Manager, and can also delete prospect information.
- Sales User: Can read, share, print, and export prospect information, but cannot create, write, or delete.
Conclusion
The Prospect Feature is a powerful tool in Empress that allows businesses to keep track of potential customers or clients effectively. By using this feature, you can streamline your sales and marketing processes, ensuring that you never miss a potential business opportunity.
For more information on how to use Empress, please visit our comprehensive user guide or contact our support team.