It's really easy for Sales teams to:
- Track & report on prospect requests
- Easily follow up with prospects as their requests are updated and released
All you need to do is create the prospect's account in Receptive and add them to any requests they've expressed an interest in. You can also prioritize your prospect's requests on their behalf.
Prospect tracking makes it easy to stay on top of which prospects made which requests, and as their requests are released your Sales team has the perfect opportunity to reach out to let them know that you've made progress on what's important to them.
When deciding what makes it onto your roadmap, you can analyze what's important to your prospects (and filter by estimated account value) in your SmartList (see how below).
In this guide:
- How to add a prospect to Receptive
- How to tie a prospect to a request
- How to update prospects as requests are released
- How to create the prospect SmartList
How to add a prospect to Receptive
Log in to your Receptive account, and select "Customers" from the left-hand navigation.
Then click on "New customer / prospect".
This will open a form like the one below.
The information you need to fill in on the form is:
- Full name
- Email address
- Account - prospect's company name
- Status - select "Prospect"
- Monthly value - the potential monetary value for that prospect / company
- Invite by email? - this will be greyed out once you select "Prospect" under "Status".
Click "Create customer" to finish adding the prospect.
How to tie a prospect to a request
Once you've created the prospect in Receptive, head to the request you'd like to add them to and under "Request actions" click the "Add user" button.
Start typing the prospect's first name, and select the correct user.
How to update prospects as requests are released
You can really easily see which prospects your sales team can reach out to next, by reviewing all of your latest releases.
Click on "Releases" on the top navigation of your dashboard and select the latest request.
To filter the list of users who have voted for that request, click "Filters" in the "Request activity" section.
Under "Account" select "Prospect":
Any users listed will be prospects that have voted for that released request.
Receptive doesn't email your prospects updates so you have the opportunity to reach out to prospects individually and personally when the time is right for each prospect.
The Prospect SmartList
To see what your prospects have requested, click "Reports" on the left-hand navigation.
On the right, you'll see a list of pre-prepared SmartLists. Simply select the Prospect SmartList.
The requests listed in your updated SmartList will be your prospect's requests listed in order of priority. You can further filter this list by clicking on the "Advanced" tab and choosing from the options there.
You can also choose to see a chart showing effort and value for each of the requests.
Suggestions for our prospect tracking feature?