Manage Your Pipeline - Inside of Outlook
Immediate Access to Information
Enable your sales teams to capture whatever data is most important to closing business - all inside of Outlook.
Prophet expands basic Outlook contact management and adds company and opportunity managers, all displayed cleanly within the Outlook interface. Each record tracks sales activities and specific contact data for a comprehensive status report on a prospect’s condition.
“My company relies heavily on accurate communication with customers in order to stay afloat. That’s one of the reasons why we decided to invest in a CRM software package with SAS. Unfortunately, we had no idea what we were getting into. Instead of increasing our contact with customers, we faced huge bottlenecks with the SAS software, with the customer communication at virtually zero. 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.”
CEO R&R Design
Automatic Communications Tracking
Do you ever wish you could see a complete timeline of interaction with clients, customers, and partners? Prophet captures Outlook interactions automatically within the Prophet CRM database. When emails, tasks, meetings, and notes are created, it’s all tracked for quick reference and easy recall for reporting.
Total Pipeline Control
Effectively managing deals is a critical function for any sales team or business. Prophet makes sales pipeline management simple. Prophet GridView displays deal information in an intuitive spreadsheet-like format, combined with a powerful yet simple query, filter, and sort capability similar to Microsoft Excel.
Configure sales pipelines the way you want to see them: by team member, sales stage, revenue, probability, next steps… it’s all possible. Once a view is configured, it can be saved for quick future reference.