{"id":46452,"date":"2024-12-03T11:35:00","date_gmt":"2024-12-03T10:35:00","guid":{"rendered":"https:\/\/moovago.com\/non-categorise\/how-to-create-a-prospect-file-example-tips-and-template\/"},"modified":"2025-11-19T15:32:40","modified_gmt":"2025-11-19T14:32:40","slug":"how-to-create-a-prospect-file-example-tips-and-template","status":"publish","type":"post","link":"https:\/\/moovago.com\/en\/prospecting-2\/how-to-create-a-prospect-file-example-tips-and-template\/","title":{"rendered":"How to create a prospect file: example, tips and template"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"46452\" class=\"elementor elementor-46452 elementor-30942\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-06c296f e-flex e-con-boxed e-con e-parent\" data-id=\"06c296f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5d73027 elementor-widget elementor-widget-text-editor\" data-id=\"5d73027\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The key to effective <a href=\"https:\/\/moovago.com\/blog\/prospection\/definition-prospection\/\">prospecting<\/a>? Flawless organization, thanks to practical sales tools like the prospect sheet! <\/p><p><strong>The prospect sheet provides a detailed description of each <\/strong><a href=\"https:\/\/moovago.com\/blog\/prospection\/quest-ce-quun-prospect\/\"><strong>prospect<\/strong><\/a>making it easier to follow them through the various stages of the sales pipeline, right up to purchase.<\/p><p>To be effective, it&#8217;s advisable to adapt it to your company&#8217;s needs. The result is a tool that&#8217;s relevant to your business, and therefore effective for YOU. <\/p><p>A clear, well-structured file optimizes lead management, and should ultimately help you close more sales.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aa8946c elementor-widget elementor-widget-heading\" data-id=\"aa8946c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is a prospect file?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5beb62c elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"5beb62c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\"><h3 style=\"color:#00520F\">Prospect definition<\/h3><\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">A prospect file is a document containing <b>key information about a person or company targeted for prospecting<\/b>. To ensure consistency in the information collected, companies often use the same model for each new prospect identified. This may be a <b>paper document, an Excel or Word file<\/b>, or a <b>dedicated file on a <a href=\"https:\/\/moovago.com\/blog\/crm\/crm-customer\/\">CRM tool.  <\/b><\/a>.  <\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1143c7 elementor-widget elementor-widget-text-editor\" data-id=\"c1143c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A prospect file not only contains a <a href=\"https:\/\/moovago.com\/blog\/prospection\/quest-ce-quun-client-potentiel\/\">potential customer<\/a>&#8216;s <strong>contact details<\/strong>, but also provides a better <strong>understanding of his or her needs<\/strong>, background and potential. In addition, it records the<strong>history of exchanges<\/strong> with this prospect, from the first contact to the conclusion of a sale. <\/p><p>Thanks to this tool, a sales representative can provide each prospect with personalized support, maximizing the chances of success at every stage of the buying cycle.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-96297ff elementor-widget elementor-widget-heading\" data-id=\"96297ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Difference between prospect file and prospecting file<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c80e4ca elementor-widget elementor-widget-text-editor\" data-id=\"c80e4ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Don&#8217;t confuse the prospect sheet with the prospecting file.<\/p><p><strong>The prospect file contains data relating to a single prospect<\/strong>, whereas the prospecting file contains all the prospects in your database.<\/p><p>The two tools complement each other: the file provides an overall view, while the prospect sheet enables you to adopt a specific approach for each contact, notably by tracing the history of exchanges.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9240bef elementor-widget elementor-widget-heading\" data-id=\"9240bef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Some examples of prospect sheets<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a3a203 elementor-widget elementor-widget-heading\" data-id=\"1a3a203\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Examples of basic information in a prospect file<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1696f99 elementor-widget elementor-widget-text-editor\" data-id=\"1696f99\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Let&#8217;s take a look at <b>the information you need to include in your prospect file<\/b>. A b2b prospect file must include at least : <\/p><p><b>Information about the person :<\/b><\/p><ul><li>First name,<\/li><li>Name,<\/li><li>Civility,<\/li><li>Professional email address,<\/li><li>Business telephone number,<\/li><li>Function or position in the company,<\/li><li>Hours of availability.<\/li><\/ul><div> <\/div><p><b>Company information :<\/b><\/p><ul><li>Company name,<\/li><li>Company telephone number,<\/li><li>Postal address,<\/li><li>Company website,<\/li><li>Sector of activity.<\/li><\/ul><div> <\/div><div>We&#8217;ll see later how to customize your prospect file according to your own criteria.  <\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d51d2d5 elementor-widget elementor-widget-spacer\" data-id=\"d51d2d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f7f64c4 e-con-full e-flex e-con e-child\" data-id=\"f7f64c4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-61aa46f elementor-widget__width-initial elementor-widget-tablet__width-auto elementor-widget elementor-widget-image\" data-id=\"61aa46f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"600\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf.jpg\" class=\"attachment-full size-full wp-image-44692\" alt=\"blank prospect form pdf\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf.jpg 600w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf-240x300.jpg 240w\" sizes=\"(max-width: 600px) 100vw, 600px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7b520fd e-flex e-con-boxed e-con e-child\" data-id=\"7b520fd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9d605f0 elementor-widget elementor-widget-heading\" data-id=\"9d605f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Download a free blank prospect sheet PDF template<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-709e64e elementor-widget elementor-widget-text-editor\" data-id=\"709e64e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Receive our FREE ready-to-fill prospect template.<\/p><p>Keep a careful record of your prospects&#8217; information, detail and analyze their needs, and follow up your exchanges more effectively!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01a0add elementor-align-center elementor-widget elementor-widget-button\" data-id=\"01a0add\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/moovago.com\/en\/sales\/sample-prospect-form\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download PDF template<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c8076b elementor-widget elementor-widget-heading\" data-id=\"3c8076b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Examples of sector-specific information<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e6e31b elementor-widget elementor-widget-text-editor\" data-id=\"3e6e31b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Of course, other elements may be relevant to you, depending on the <b>specifics of your sector<\/b>. Think about adapting your prospect file accordingly. <\/p><p>For example,<span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\">if you sell personal protective equipment (PPE) products, you might be interested in a prospect&#8217;s headcount.<\/span><\/p><p>If you sell products in stores (DIY stores, hypermarkets, etc.), you could add a &#8220;chain&#8221;, &#8220;group&#8221; or &#8220;central purchasing agency&#8221; field.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-36f820c elementor-widget elementor-widget-heading\" data-id=\"36f820c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Example of a prospect file with follow-up action history<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-096e1e0 elementor-widget elementor-widget-text-editor\" data-id=\"096e1e0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A prospect file is more than just static information: it must also allow you to <strong>track the history of interactions<\/strong>.<\/p><div>A <b>table<\/b> is perfectly suited to the follow-up history, in which <b>each row represents a new exchange<\/b> with this prospect. As a column, we can imagine :   <\/div><ul><li><u>Date:<\/u> the date on which the exchange was carried out.<\/li><li><u>Type of follow-up:<\/u> e.g. phone call, email, video, appointment, etc., according to the process defined by your company.<\/li><li><u>Interaction summary:<\/u> a quick account of the exchanges (questions asked, objections raised, next steps).<\/li><li><u>Planned follow-ups:<\/u> A section for future actions, such as a reminder or the sending of a sales proposal.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9045f75 elementor-widget elementor-widget-heading\" data-id=\"9045f75\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\"><a href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NDY4ODUsInRvZ2dsZSI6ZmFsc2V9\"><b>Free resource:<\/b> Download our <span style=\"color:#84CD32\">prospect follow-up sheet template <\/span> \ud83c\udf81<\/a><\/span>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-993d414 elementor-widget elementor-widget-heading\" data-id=\"993d414\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How do I create a prospect file?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f3f738 elementor-widget elementor-widget-heading\" data-id=\"7f3f738\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Identify the right information for your business<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9caef60 elementor-widget elementor-widget-text-editor\" data-id=\"9caef60\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>As you may have gathered, a prospect sheet is a practical tool for everyday use. Its aim is to help the salesperson better understand the prospect, without wasting time with useless data. It should be <b>clear<\/b>, <b>concise<\/b> and contain the <b>most important information<\/b> to support your prospect.  <\/p><p>So there&#8217;s no need to list the age of your prospects or the company&#8217;s sales revenue last year. <span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\">Sometimes, too much information kills information!<\/span><span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\"> If it&#8217;s <b>not important to close a sale<\/b>, don&#8217;t include it <b>in your listing<\/b>.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5da4e5e elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"5da4e5e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Some questions to ask yourself to build your own prospect file<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\"><ul>\n \t<li>What information do you need to determine the right service offer \/ price \/ product for a prospect?<\/li>\n \t<li>What information will make it easier for you to convince him? Persuade him? <\/li>\n \t<li>Do you ever adapt your arguments to your prospects? On what criteria? <\/li>\n \t<li>If you're a sales agent or sales representative working with several brands: remember to note under which mandate\/for which brand you approached this contact.<\/li>\n<\/ul><\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0ab4fa4 elementor-widget elementor-widget-text-editor\" data-id=\"0ab4fa4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Remember that marketing and sales teams often have different needs. What&#8217;s crucial for marketing may be less relevant for sales. Some companies opt for different software for each team, to separate marketing and sales data into separate <a href=\"https:\/\/moovago.com\/blog\/crm\/crm-customer\/\">CRMs<\/a>.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d7ffc7d elementor-widget elementor-widget-heading\" data-id=\"d7ffc7d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Choosing the right structure for you<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-887f6f6 elementor-widget elementor-widget-text-editor\" data-id=\"887f6f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>An effective prospect sheet must also have a structure that makes it easy to read. In most cases, it is divided into different boxes<span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\">.<\/span> <\/p><p>We&#8217;ve already talked about the person information section, the company information section and the follow-up history section.<\/p><p>However, we can also imagine :<\/p><ul><li>A section tracing the prospect&#8217;s interests, needs, motivations and behaviors (dimension(s) identified with SONCAS, CAP, or objections),<\/li><li>Another to evaluate sales opportunities (objections, estimated sales, etc.),<\/li><li>Another tracing the origin of the opportunity (social networks, word-of-mouth, website, professional network, etc.).<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7756129 elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"7756129\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Customer file vs. prospect file?<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">Should the same structure be used for both prospect and customer files? Some companies prefer to have differentiated files, because prospects require a discovery-based approach, while customers require customized follow-up. Conversely, others opt for the same structure, and simply change the status of the file from \"prospect\" to \"customer\" after the act of purchase.  <\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f7de334 elementor-widget elementor-widget-heading\" data-id=\"f7de334\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Find information to feed your b2b files<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73e9424 elementor-widget elementor-widget-text-editor\" data-id=\"73e9424\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>There are a number of methods and tools you can use to populate your prospect file.<\/p><p>Of course, the most reliable and relevant information will always come directly from your prospect. Don&#8217;t hesitate to add to your file during the discovery phase of an appointment, or immediately afterwards. The same goes for<a href=\"https:\/\/moovago.com\/blog\/prospection\/prospection-telephonique\/\"> telephone prospecting<\/a>.  <\/p><div>What&#8217;s more, you can also enrich your files in advance of your appointments. Here are a few tools to help you identify new prospects: <\/div><ul><li><strong>Moovago<\/strong>: a CRM designed for sales reps, enabling you to find new prospects relevant to you via an integrated Google search, and to create prospect files based on their information.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14a315a elementor-widget elementor-widget-image\" data-id=\"14a315a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1673\" height=\"863\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple.jpg\" class=\"attachment-full size-full wp-image-44684\" alt=\"sample prospect form\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple.jpg 1673w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-300x155.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-1024x528.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-768x396.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-1536x792.jpg 1536w\" sizes=\"(max-width: 1673px) 100vw, 1673px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1c0cdfe elementor-widget elementor-widget-text-editor\" data-id=\"1c0cdfe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><strong style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\">Social networks<\/strong><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\"> LinkedIn is a mine of information for <a href=\"https:\/\/moovago.com\/blog\/prospection\/quest-ce-que-la-prospection-b-to-b\/\">B-to-B<\/a> salespeople! Type in a contact&#8217;s name and you&#8217;ll quickly get a ton of information about them and their company.<\/span><\/li>\n<li><strong>Website<\/strong>: quickly browse a company&#8217;s website to understand its positioning, products and challenges.<\/li>\n<li><strong>Societe.com<\/strong>: access legal information on all companies registered in France.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-537ba2f elementor-widget elementor-widget-image\" data-id=\"537ba2f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1673\" height=\"985\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/exemple-fiche-prospect.jpg\" class=\"attachment-full size-full wp-image-44680\" alt=\"sample prospect form\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/exemple-fiche-prospect.jpg 1673w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/exemple-fiche-prospect-300x177.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/exemple-fiche-prospect-1024x603.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/exemple-fiche-prospect-768x452.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/exemple-fiche-prospect-1536x904.jpg 1536w\" sizes=\"(max-width: 1673px) 100vw, 1673px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70a8a01 elementor-widget elementor-widget-text-editor\" data-id=\"70a8a01\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>By combining these methods, you guarantee a complete and relevant record for your prospecting.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e68fdd elementor-widget elementor-widget-heading\" data-id=\"1e68fdd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">RGPD: rules to follow when creating and storing your prospect files<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80b75c1 elementor-widget elementor-widget-text-editor\" data-id=\"80b75c1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>By now, you&#8217;ve seen some sample prospect sheets, know what they should contain, and even how to create them yourself. But what does the law say about collecting information about your prospects and protecting their data? <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5dd25bc elementor-widget elementor-widget-heading\" data-id=\"5dd25bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What is the RGPD?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4cf1e89 elementor-widget elementor-widget-text-editor\" data-id=\"4cf1e89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The RGPD (General Data Protection Regulation) is a <strong>legal framework guaranteeing the protection of personal data<\/strong> and enabling you to establish a relationship of trust with your prospects. Compliance with the RGPD is essential when managing your contacts&#8217; information. <\/p><p>To ensure RGPD compliance for your lead sheets, it is essential to follow these best practices:<\/p><ul><li style=\"font-size: 18px;\">Record <span style=\"font-weight: bold;\">only the information strictly necessary<\/span> to meet your business objectives.<\/li><li><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\"><b>Obtain their consent<\/b> before starting to collect their data (before registering a request, filling in a prospect form, etc.). Please note<\/span><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\">ll personal data collected must be accompanied by explicit, traceable consent.<\/span><\/li><li style=\"font-size: 18px;\"><b>Do not collect sensitive data<\/b> (such as political or religious opinions, etc.) UNLESS you can justify the need to collect this type of data for your company. <\/li><li><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\">Use reliable management tools, such as Moovago, to <\/span><b style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\">ensure secure storage of your contacts&#8217; data<\/b><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\"> (an Excel file on your computer isn&#8217;t nearly secure enough!).<\/span><\/li><\/ul><div> <\/div><p>Feel free to consult <a href=\"https:\/\/www.cnil.fr\/fr\/reglement-europeen-protection-donnees\" target=\"_blank\" rel=\"noopener\">CNIL&#8217;s resources on the RGPD<\/a> to find out more.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be4a2b7 elementor-widget elementor-widget-image\" data-id=\"be4a2b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1673\" height=\"985\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/prospection-rgpd-cnil.jpg\" class=\"attachment-full size-full wp-image-44696\" alt=\"prospecting rgpd cnil\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/prospection-rgpd-cnil.jpg 1673w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/prospection-rgpd-cnil-300x177.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/prospection-rgpd-cnil-1024x603.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/prospection-rgpd-cnil-768x452.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/prospection-rgpd-cnil-1536x904.jpg 1536w\" sizes=\"(max-width: 1673px) 100vw, 1673px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34b5525 elementor-widget elementor-widget-heading\" data-id=\"34b5525\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Specific rules for a b2b prospect file<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-144d6a9 elementor-widget elementor-widget-text-editor\" data-id=\"144d6a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>B2B has its own specificities in terms of data management, while remaining subject to the RGPD.<\/p><ul><li><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\">You can <b>use public information<\/b> without prior consent. For example, you can use information found on LinkedIn, Google My Business listings or company websites. <\/span><\/li><li>Make sure you only collect <b>information related to your prospects&#8217; professional activity<\/b>. (e.g. business email, business phone number, etc.). <\/li><\/ul><p><span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\"><br><\/span>By following these rules, you guarantee ethical and legal management of your prospect files.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c6fab7c elementor-widget elementor-widget-heading\" data-id=\"c6fab7c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How can you optimize your prospect files to save time and be more efficient?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c730a70 elementor-widget elementor-widget-heading\" data-id=\"c730a70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Speed up prospect form completion and reading<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fa91b9 elementor-widget elementor-widget-text-editor\" data-id=\"6fa91b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>To make it <strong>easy to fill in your forms<\/strong>, keep things simple: use pre-formatted fields such as checkboxes for personal details, structured text zones for notes, or inserts sized to match the expected response. Make sure that the <strong>fields follow one another to match your discovery method<\/strong> (in an appointment or when researching your prospects). This reduces the time spent trying to work out where to write what, and allows you to concentrate on the essentials.  <\/p><p>In addition to filling out the form, it must also be<strong> easy to read<\/strong>. Important information, such as the prospect&#8217;s contact details or next steps, must be highlighted so that a quick glance is all that&#8217;s needed. A clear record saves time on a day-to-day basis, and is more efficient when it comes to follow-ups and follow-ups.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a61df70 elementor-widget elementor-widget-heading\" data-id=\"a61df70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Take your prospecting database to the next level by digitizing it<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ebfe00 elementor-widget elementor-widget-text-editor\" data-id=\"1ebfe00\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our final tip for saving time with your lead files is to digitize your lead management.<\/p><p>In fact, digital tools eliminate the many limitations associated with paper lead sheets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-396c6f5 elementor-hidden-mobile elementor-widget elementor-widget-text-editor\" data-id=\"396c6f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<table border=\"1\" cellspacing=\"0\" cellpadding=\"10\">\n<thead>\n<tr>\n<th><\/th>\n<th>Paper lead sheets<\/th>\n<th>Dematerialized prospect files<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Accessibility<\/td>\n<td>Need to be transported and risk being lost.<\/td>\n<td>Can be consulted anywhere (computer, mobile, tablet).<\/td>\n<\/tr>\n<tr>\n<td>Updating<\/td>\n<td>Complex: requires reprinting or rewriting.<\/td>\n<td>Instantaneous and synchronized for the whole team.<\/td>\n<\/tr>\n<tr>\n<td>Centralized<\/td>\n<td>Scattered: can be lost or misfiled.<\/td>\n<td>Centralized in a single, organized, filterable file.<\/td>\n<\/tr>\n<tr>\n<td>Collaboration<\/td>\n<td>Difficult: limited sharing between colleagues.<\/td>\n<td>Modifications visible in real time to all members.<\/td>\n<\/tr>\n<tr>\n<td>Searching for information<\/td>\n<td>Long and tedious (manual browsing).<\/td>\n<td>Fast thanks to filters and search tools.<\/td>\n<\/tr>\n<tr>\n<td>Exchange history<\/td>\n<td>Unstructured or incomplete.<\/td>\n<td>Documented and accessible at the click of a button.<\/td>\n<\/tr>\n<tr>\n<td>Data security<\/td>\n<td>Low: data vulnerable to loss, theft or destruction.<\/td>\n<td>High: regular backups and password protection.<\/td>\n<\/tr>\n<tr>\n<td>Ecology<\/td>\n<td>Requires paper, printing and physical storage.<\/td>\n<td>100% digital, reduces ecological footprint.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-53f1192 elementor-widget elementor-widget-text-editor\" data-id=\"53f1192\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>These advantages enable you to prioritize your actions, improve your organization and maximize your sales efficiency.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0100d77 elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"0100d77\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Digitizing your prospect files: CRM or Excel?<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">The Microsoft Excel spreadsheet is a very useful tool for managing prospects at low cost. However, if you have an Excel file for each prospect, keeping them up to date can quickly become complex. Note that, unlike a CRM, Excel does not allow you to :    \n <li>Be alerted when a prospect needs to be recontacted,<\/li>\n \t<li>Get a list of prospects who haven't been visited in a while,<\/li>\n \t<li>To find out which contacts you promised to call back today,<\/li>\n \t<li>Link multiple contacts to the same company\/prospect.<\/li>\n \t<li>Search or filter all your prospect data.<\/li>\n<\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7818e33 elementor-widget elementor-widget-heading\" data-id=\"7818e33\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Which software should you use to create your own prospect files?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef2f2fc elementor-widget elementor-widget-text-editor\" data-id=\"ef2f2fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>For those looking to simplify their prospect management, Moovago offers an intuitive interface and powerful tools for optimized follow-up.<\/p><p>This tool is more than just a CRM: it&#8217;s the essential companion for field sales representatives, tailored to their needs while remaining simple and flexible.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c74622 elementor-widget elementor-widget-heading\" data-id=\"7c74622\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Create personalized prospect files with Moovago<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c24133 elementor-widget elementor-widget-text-editor\" data-id=\"3c24133\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>With Moovago, creating a prospect file is child&#8217;s play.  <\/p><p>When you log in for the first time, let us guide you through our interactive Form. Tell us about your customers, the brands you work with and your sales process. <\/p><p>Moovago will use your answers to configure your session according to your needs, and above all to <b>automatically create your prospect template<\/b>!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df5baa8 elementor-widget elementor-widget-image\" data-id=\"df5baa8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1664\" height=\"987\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-modele-e1732110244372.jpg\" class=\"attachment-full size-full wp-image-44688\" alt=\"model prospect form\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-modele-e1732110244372.jpg 1664w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-modele-e1732110244372-300x178.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-modele-e1732110244372-1024x607.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-modele-e1732110244372-768x456.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-modele-e1732110244372-1536x911.jpg 1536w\" sizes=\"(max-width: 1664px) 100vw, 1664px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-135a654 elementor-widget elementor-widget-text-editor\" data-id=\"135a654\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>One of Moovago&#8217;s strengths is its customizability. At any time, you can change the structure of your prospect or customer files from within your parameters. You can even configure specific reminders and report types for your prospects (different from those for your customers).    <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d49f199 elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"d49f199\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Import your data in just a few clicks<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">Already working with an Excel file? No problem! Moovago lets you import contacts from this Excel file, while ensuring total confidentiality of your data.  <\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec4f933 elementor-widget elementor-widget-heading\" data-id=\"ec4f933\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Simplify and secure your prospect management<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-594ddbc elementor-widget elementor-widget-text-editor\" data-id=\"594ddbc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Moovago doesn&#8217;t just make it easy to create your listings: it also makes them accessible and secure. The interface is designed to be intuitive, even for users who are less comfortable with technology. You&#8217;ll find clear, well-organized records, ready to be enriched or consulted in just a few clicks.  <\/p><p>Imagine yourself on the move: attending a <a href=\"https:\/\/moovago.com\/blog\/prospection\/salons-agent-commercial\/\">trade show<\/a> or meeting prospects in the field. With Moovago, you can immediately add or update information from your mobile or tablet, without having to wait until you&#8217;re back in the office. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c31889a elementor-widget elementor-widget-image\" data-id=\"c31889a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1673\" height=\"863\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple.jpg\" class=\"attachment-full size-full wp-image-44684\" alt=\"sample prospect form\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple.jpg 1673w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-300x155.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-1024x528.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-768x396.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-exemple-1536x792.jpg 1536w\" sizes=\"(max-width: 1673px) 100vw, 1673px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1467a17 elementor-widget elementor-widget-text-editor\" data-id=\"1467a17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>When it comes to security, there&#8217;s no need to worry. Your data is hosted on servers in France, protected by regular backups and advanced security measures. Your information remains confidential and accessible only to your teams.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-491d967 elementor-widget elementor-widget-heading\" data-id=\"491d967\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Accelerate your prospecting with integrated prospecting tools<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-410283c elementor-widget elementor-widget-text-editor\" data-id=\"410283c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Moovago goes one step further with a <b>prospecting tool that harnesses the power of Google<\/b>. These features turn a simple search into concrete opportunities. For example, if you have the name of a company or brand in mind, such as &#8220;Point P&#8221; or &#8220;Super U&#8221;, simply enter it into a search bar to <b>obtain valuable information about that prospect<\/b>.  <\/p><p>Don&#8217;t have a specific target yet? Search by activity: &#8220;supermarket,&#8221; &#8220;industrial joinery,&#8221; or any other sector relevant to your business. <\/p><p>The real advantage? Once you&#8217;ve identified a prospect with this tool, Moovago collects all the data it finds about him\/her, and <strong>assembles<\/strong> it <strong>into a pre-filled prospect file<\/strong>! Now all you have to do is approach them! <\/p><p><b>Find out more:<\/b> click here to discover the <a href=\"https:\/\/moovago.com\/centre-daide\/tutoriels-carte-parcours\/recherche-google\/\">secrets of Google lead generation in Moovago<\/a> <span style=\"color: var( --e-global-color-text ); font-family: Arial, sans-serif; font-size: 20px; text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\">\ud83d\ude80<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8d605d elementor-widget elementor-widget-heading\" data-id=\"f8d605d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Boost your prospecting follow-up with Moovago<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1db3cb elementor-widget elementor-widget-text-editor\" data-id=\"a1db3cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A final advantage, and perhaps its greatest strength, is that Moovago <strong>makes it considerably easier to follow up your prospects<\/strong>.<\/p><ul><li>Find all your <b>prospects on an interactive map<\/b>, and find new prospects around you,<\/li><li>View <b>all tasks and reminders<\/b> by date and urgency in a single list,<\/li><li>You&#8217;ll find the<b>exchange history<\/b> in each prospect file (yours and your colleagues&#8217; too!),<\/li><li>Never miss an appointment again, thanks to the<b>integrated calendar<\/b> (synchronizable with Google Calendar and Outlook),<\/li><li><b>Summarize your exchanges<\/b> with voice dictation after each appointment.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>The key to effective prospecting? Flawless organization, thanks to practical sales tools like the prospect sheet! The prospect sheet provides a detailed description of each prospectmaking it easier to follow them through the various stages of the sales pipeline, right up to purchase. To be effective, it&#8217;s advisable to adapt it to your company&#8217;s needs. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":44700,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[597],"tags":[520],"class_list":["post-46452","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-prospecting-2","tag-14-min"],"_links":{"self":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/46452","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/comments?post=46452"}],"version-history":[{"count":1,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/46452\/revisions"}],"predecessor-version":[{"id":46453,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/46452\/revisions\/46453"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media\/44700"}],"wp:attachment":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media?parent=46452"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/categories?post=46452"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/tags?post=46452"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}