Outlook CRM for Teams | Prophet CRM

Reporting & Analytics

Powerful Analytics | Real-Time Visibility

Visual Analytics 

Prophet Analytics gives you a comprehensive set of highly actionable, full color performance dashboards. Leveraging an insightful PowerBI reporting engine to aggregate and display information inside the Prophet CRM software, Prophet Analytics transforms your data into interactive graphs and tables. 

"Prophet has helped us not only make more sales calls, but also to make those calls more targeted. It has improved our communications to the team and customers. It helps us track customer obligations and then follow through on those obligations. When a salesperson follows through on a customer obligation, they are a hero. If they don’t, well, then they are a bum. Prophet helps my team be heroes."
Gary DelGreco, National Sales Manager, Motorcar Parts of America 

Pipeline, Performance & Trend Analytics 

Prophet CRM analytics and reporting tools merge data from Outlook and other sources to visualize what’s happening within the sales pipeline. View interactive pipelines, forecasts, trended performance, and sales activities. 

Three types of customizable reports and analysis tools are available within Prophet CRM.

Grid View Reports

Prophet Grid Views enable team members to query, filter and sort contact, company, and opportunity data. Build and run custom reports in Grid View on any data point stored within an opportunity, contact, or company field. Save these predefined views for future access. 

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider.”

Eric Shelton, VP Information Technologies, Alston Construction 

Activity-Based Reports

Prophet Report Manager empowers sales and business managers to inspect sales rep activity required to close business. Report categories provide a helpful starting point for drilling down into specific activity metrics. Organize and save reports for future one click reference, or export them for others to view. Report generator provides specific insight into what activities the team is working on and can be sorted based on company, activity type, sales rep, or date. 

Sales Stages
Sales reports show the sales process in graphic form, layering time-based graphs to show things like sales cycles, sales rep stage distribution, conversions based on stage, and rep-based conversion metrics. 

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“We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company.”

- Frank Mueller CEO R&R Design

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