Professional Services

Our professional services are designed to support you throughout your entire growth journey, and make sure you get the most out of Prospect.io at every step.

Different services for different needs

We offer a full suite of onboarding, technical, and consulting services. Whether you’re new to the platform and need help getting up and running, or an experienced user looking to optimize your strategy, we’re here to ensure you reach your goals with Prospect.io.

Dedicated Account Manager

My name is Alexandra, I’m an account manager at Prospect.io. Together with my team, we do everything to help you solve any problem you might experience, as quickly as possible.

If you need an even more robust level of assistance, our Dedicated Support service is the answer. One of us will then become your dedicated account manager, an expert who knows you, your business goals, and will always give you the support you need as a top priority.

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Onboarding

When you purchase Dedicated Support with Prospect.io, we’ll build a personalized onboarding plan together based on your current workflow and your highest priority goals. I will then guide you to minimize the time needed for you and your team to reach them.

What does it include?

  • A personalized onboarding call based on your priority goals, the Prospect.io products or services you purchased, your current stack and how it integrates with Prospect.io, etc.;
  • Strategic guidance to help you streamline your sales process with Prospect.io and close more deals.

Technical setup

Along with Dedicated Support also comes the help of my tech colleagues whenever you need it. These experts are here to help you remove roadblocks, and turn any technical challenge into a checkmark on your “done” list.

What does it include?

  • Optimizing common CRM (Salesforce, HubSpot, Pipedrive, etc.) and connector (Zapier, PieSync) integrations;
  • Advice on custom API integrations;
  • Training of new system administrators.

As a sales rep, you spend hours planning every detail of each email, so there’s nothing more heartbreaking than finding out it never made it to your prospect. This is why we help you configure your deliverability settings (CNAME, SPF/DKIM…) and advise you on the best practices to make sure your emails always get to your prospects’ inboxes.

Automation Reviews

Are you looking to maximize your automations? My colleague and I have years of experience partnering with customers to implement best practices for automations which achieve optimal results.

With Automation Reviews, you can ask us at any time to review your automation to make sure it’s aligned with your strategy, has no dead ends, and will run smoothly.

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“Alexandra has worked with us every step of the way. We’ve felt in good hands from day one and her help has been invaluable!”

Vincent Cools. Business Development, 87seconds

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