Benefits of Using Prophet Over a Dedicated CRM Software Tool
Benefits of Using Prophet Over a Dedicated CRM Software Tool
With CRM, employees will have a more difficult time learning how to create new contacts, appointments or tasks in a new application. Wouldn’t it be easier to be able to use an existing application such as Outlook?
With the new and Enhanced Features of Office Outlook 2007 with Business Contact Manager, You Can:
1. Combine customer and financial information with ease when using Office Outlook 2007 with Business Contact Manager in conjunction with Microsoft Office Accounting 2008.
2. Create, track, and manage direct marketing campaigns, including compiling mailing lists, distributing materials, and tracking your results.
3. Consolidate and manage project information in Office Outlook 2007 and manage, delegate, and follow up on project tasks.
4. Get a consolidated view of your sales pipeline with the new information dashboard.
Use new reporting features including report drill-down, filtering, and Microsoft Office Excel 2007 export capabilities.
5. Customize the information you track, including item lists and reports, for your unique business needs.
Extend your software by integrating with other software.
6. Work offline on your laptop or Pocket PC with Microsoft Windows Mobile, and synchronize your data when you return to the office.
Salesforce.com has accomplished a marketing feat, crafting the argument that CRM is about a hosted versus an on-premise solution. However, the real discussion should be about whether or not CRM is implemented successfully. True CRM success starts with adoption. Will your people use the desired CRM application or will they abandon it shortly after implementation? As a result, the real key to a CRM victory is providing the application in an easily digestible format without a significant learning curve. This is what Avidian provides to the market.
When developing Prophet, our flagship CRM product, we asked ourselves, “What is the first application people open in the morning, and what is the last application they close at night?” For most people, the answer is Outlook. Currently, sales people use Outlook for 50 to 60 percent of their sales activities, such as creating contacts, appointments, tasks and e-mailing their customers and prospects. Adding more functionality, including contact management, opportunity management, information sharing and status reporting, into the existing Outlook framework not only makes it easier to manage sales but also increases the likelihood of full adoption.
As a result, all major CRM vendors highlight their ability to sync with Outlook. They can’t ignore the application because it is so integral to an individual’s daily work schedule. However, because their solution involves a separate application with its own database, they require users to toggle back and forth to manage multiple contact databases, calendars and to-do lists.
The Prophet Contact Manager Makes it Easy for You to Organize and Manage your Customers and Clients Through One Central window.
1. Contacts and Companies – Easily add, edit, and update contact and company records through one view. Create new contacts and companies with the click of a button.
2. History and Activity – Review all emails, tasks, appointments, and attachments for any contact or company in one window, as well as read through a history of the related notes.
3. Prophet Search – Quickly search for any contact, company, sales opportunity or activity by simply entering in a keyword into the Prophet Search.
4. Contact Notes – Enter detailed notes into Contact Manager and Prophet will add them to the appropriate contact or company and stamp them with the date, time, and author.
5. Activity Tracking – Track, review, and report on all activities recorded as notes through Contact Manager for any contact or company.
6. Sales Automation – Assign automated emails and follow-ups to be performed at a future date to any selected contacts or companies. ( available on Prophet Professional and Enterprise)
7. Familiar Appearance – Enjoy the familiar look and feel of Outlook 2003/2007.
Business Contact Manager is a single-user COM add-in that integrates into Microsoft Office Outlook 2003 to provide additional features for tracking contact activity and sales opportunities.
Microsoft Office Outlook 2007 with Business Contact Manager offers powerful customer and contact management to help you save time, improve sales and marketing, and deliver better customer service. Organize and manage all your contact, prospect, and customer information in one place. Track leads and opportunities throughout the sales cycle. Easily create, personalize, and track direct marketing campaigns in-house. And centralize your project-related information so you can stay organized and monitor tasks with automated reminders.
