Prophet CRM

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Prophet CRM Reviews & Product Details

admin

Verified User in Financial Services

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Nov 24, 2014

"Managing for Growth"

What do you like best about Prophet CRM?

What I like best about the software is that it allows me to collect, record, organize, report and easily access information on my clients and business activity in one place in managing client relationships. It's seamless integration with MS Outlook allows me to use a single data base in Outlook and utilize many features in Prophet without having to leave the Outlook screen.

The software is easy to navigate. I use a single stand alone version of the software. Client support is always an email or phone call away without delay.

The cross section of information which the Prophet software provides, enables me to easily analyse my client's portfolio of products and find opportunities for strengthening relationships by offering additional products and services. This is great for growing my business and increasing company revenue.

I love the ability to link information from several sources to a client's file. For example, linking emails, saved documents on my hard drive etc. to a contact's file and have it all displayed on a single screen shot displaying prophet.

The ability to monitor and manage business opportunities via. the software gives me a feeling of always being in control and on top of business relationships.

Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

I began using the software in about 2011 and has not found anything in the software I dislike. The learning curve for me, a single user, was not very steep. There was much live training sessions offered at the time I purchased the software and many of these sessions and other sessions are archived.

In addition, I found the client service always prompt following a question or any difficulty I may have experienced in the course of using the software.

It would be great if the software would allow me to directly transfer the record of income deposited in my bank account, derived from an opportunity, without having to manually record it in the Opportunity window. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

The number one business problem I am solving is better managing my client relationships.

Prophet is allowing me to efficiently and effectively manage a client data base. Before purchasing Prophet, client information was stored in different files on my laptop and on several company servers that held a mutual relationship with my client.

By utilizing Prophet my clients receive a higher quality of service from me. By implementing the use of the software in my business, I can now respond in a more timely manner to my client's inquiries. That can be attributed to the easier access I now have of their information.

In addition, my income is growing by making use of the Opportunities window for recognizing, recording and tracking these opportunities.

Review collected by and hosted on G2.com.

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Prophet CRM Overview

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What is Prophet CRM?

Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success.

Prophet CRM Details

Discussions

Prophet CRM Community

Languages Supported

English

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Product Description

Prophet CRM expands and transforms Microsoft Outlook into a powerful CRM solution. Prophet’s unique integration with Outlook leverages the work you and your team are already doing in Outlook and automatically associates that activity with the appropriate customer opportunity. The timeliness and depth of customer-based activity data you get from Prophet will improve both the efficiency of your sales team and your sales results.

How do you position yourself against your competitors?

Unlike other Outlook "integrated" CRM applications, Prophet CRM's client physically resides within Microsoft Outlook. This lets Prophet CRM leverage and extend Outlook's existing functionalities, transforming it into a highly effective CRM application -- no user application switching costs, no continual data syncing, no duplicate entry of user activity data.

Since it's embedded, Prophet CRM automatically takes advantage of the activities your team performs in Outlook throughout the business day. Outlook-based emails, meetings and other calendar events, contact updates, and tasks are auto-tracked and associated with the appropriate sales opportunity in real-time. Automatic activity tracking not only results in less data entry by your team - it also improves the accuracy, timeliness and comprehensiveness of vital data regarding your customers, pipeline, and sales team. You will gain new and incredibly valuable insight into your business.

Seller Details

Seller

Avidian Technologies

Year Founded

2002

HQ Location

Bellevue, Washington

Twitter

@ProphetCRM
661 Twitter followers

LinkedIn® Page

www.linkedin.com
20 employees on LinkedIn®

Overview Provided by:

Warren Stokes

Recent Prophet CRM Reviews

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Prophet CRM Pricing

Prophet Standard

$20.00

1 Per User/Month Billed Annually Per Year

Prophet Professional

$30.00

1 Per User/Month Billed Annually Per Year

See all 2 Prophet CRM pricing levels

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Prophet CRM Media

Prophet CRM Demo - Visibility into your Sales Pipeline With Prophet Analytics

Prophet CRM's powerful analytics tools will give you clear insight to make informed managerial decisions.

Prophet CRM Demo - ProphetCRM is entirely embedded within Outlook

ProphetCRM is entirely embedded within Outlook. This means no double-entry, and anytime a someone is using Outlook they are also tracking and recording data in the CRM!

Prophet CRM's powerful analytics tools will give you clear insight to make informed managerial decisions.

Prophet CRM Demo - Managing Opportunities with ProphetCRM--embedded in Outlook!

ProphetCRM's Opportunity Manager allows you to manage Opportunities directly through Outlook. Prophet's Next Step Date & Action fields ensure that nothing falls through the cracks!