Prophet CRM by AvidianProduct Overview
Prophet CRM product overview
Prophet is a CRM and Contact Manager embedded in Microsoft Outlook. It is designed to help teams centrally manage contacts, leads, opportunities, and projects. Opportunities and project management can be done directly from Outlook. Automated workflow and sales automation helps customers receive rapid responses. Prophet can also run analytics and track team activity.
Pros of Prophet CRM
Because it embeds directly in Outlook, Prophet does not create a separate platform your teams have to learn to use.
Cons of Prophet CRM
Prophet integrates best with Microsoft products like Outlook, Word and Excel, making it a bad fit for offices that use G Suite or Apple office products.
Breakdown of core features
Contact & Account Management
Prophet’s contact manager can manage contacts, company, and account records. Contacts can be filtered and sorted by fields such as category, job title, and state. The contact manager also creates a relational database of account company records, people, tasks and opportunities. Automated group emails, as well as follow-ups, can be sent via Prophet as well.
Opportunity & Project Management
Opportunity Manager adds an additional element to Outlook by allowing relationships between companies, contacts, emails, tasks and calendar events to all be associated with a specific object. Sales opportunities can be easily looked up, sorted, or filtered. Prophet also creates relational databases of account company records, people, tasks and opportunities. You can track all email, tasks, appointments, and documents related to project or opportunity, all accessed from within Outlook.
Management Reporting
Management reporting allows companies to develop actionable insights on the information captured in Prophet. It provides easy to run reports, with 30+ pre-formatted reports included. Reports can be saved in Excel, text, html or PDF formats. Included analytics provide advanced visualization, drill-down, analytics and reporting.
(Last updated on 12/10/2019 by Marshall Bright)
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