The ProphetCRM Blog

As an Account Manager for ProphetCRM I have found Prophet's Workflow Automation feature to be an essential tool for managing large volumes of clients.  

"Workflows" are automated emails, appointments, or tasks which are associated with particular stages in the Opportunity Record.  You can associate multiple items with a particular stage, and set certain items on a delay.  These emails/appointments/tasks can auto populate with client information, saving an enormous amount of time. Read More

When we talk with our customers, they maintain that sales is the most important role in their business. If you agree with that assertion, as we do, then isn’t it in your best interest to ensure the department is at its absolute highest performance?  In order to measure performance, you need measure points and instrumentation – in our world this is CRM, often referred to as Sales Force Automation SFA. Sales teams that leverage CRM / SFA are most likely to improve year over year. Read More

Sales isn’t just about presenting people with a widget that will solve all their problems. To be an effective salesperson, one has to also understand how to get people to recognize that such a widget will solve specific issues or otherwise grant a buyer some kind of benefit. With budgetary concerns at the forefront of the collective mind, however, actually getting buy-in from a prospective customer can be a complex and multi-layered problem that requires sensitivity and empathy. Read More

In todays world data is the most valuable thing. Wars have been won with information. This is not a new phenomenon. CRM can help you capture data and you should learn how to transform this data into gold, into something of value. Read More

It can be easy to assume that a management position is a natural outgrowth of previous duties, but often these new responsibilities require new knowledge to execute effectively. Take note of any new individuals or departments you have to contact now that your duties have changed, in particular. Get a feel for any new duties or responsibilities before giving in to the urge to make all the change you dreamed of when you were at a different stage in your career.  Read More

1. Admit the Problem -- Perhaps you have a bad reputation because a troubled customer is out to get you after a bad experience. More often than not, though, there might be a problem that your brand needs to confess to. Whatever it is–from customer service problems, to technology issues, to bad communication–you need to come out and openly recognize your flaws. Read More

As V.P. of Sales & Marketing, I often stay hands-on in providing business consulting in order to design the most efficient and intuitive CRM interface for User Adoption and achievement of established goals. Just wanted to share a few thoughts with those of you contemplating the implementation of a new CRM or reviewing your current CRM. Unlike building a home wherein you start with the foundation, building a CRM must start at the TOP. Then build the perspective of the Users into the plans. Read More

Customer relationship management is often discussed as a technological solution to an essential business problem: How do I make my customers happier and keep them with my product longer? The discourse often turns to the newest applications and software advancements that make it easier to obtain business insights, blend workflows, and keep salespeople focused on maintaining relationships rather than on tracking the metadata associated with customer interactions. Read More