Avidian in the Press:
"Helps teams gauge pipelines."
"Simple and easy to use CRM."
"Has sales people hooked."
"Easy Outlook CRM."
You Know Why Your Team Hates CRM?
Redundant data-entry, time away from selling, and lack of user adoption all lead to CRM failure.
Avidian Transforms Outlook into a CRM Your Team Will Use
Combine the familiarity and ubiquity of Outlook with Prophet CRM—team members stay focused and in control of their data entry, while capturing what’s needed to manage customers and grow the business.
Avidian at a Glance
The Methodology, Software, and Support Necessary to Get Teams Growing Your Business
CRM in Outlook
The familiarity of Outlook means teams use it all day. It’s the first app they open and the last one to close.
It’s why Avidian has chosen to transform it into a CRM.
Even on the road, Outlook integrity is retained, synchronizing data for traveling employees.
Prophet CRM merges your inbox, contact management, and calendar information—with opportunities, stages, and records—enabling teams to capture data and analyze it in one place.
When you send email, schedule an appointment, or enter meeting notes, it’s tracked automatically—providing you all the context you’ll ever need.View CRM in Outlook
Dedicated Professional Implementation and Support
We are CRM in Outlook Experts.
Avidian ensures you are successful, and we measure our success with you to improve your experience.
We only use in-house professionals—with thousands of installations under their belt—who hold themselves singularly accountable for customer success.
So Why Avidian?
Avidian enables you to leverage customer relationship management right in Outlook.
A team of dedicated Avidian professionals installs and gets it adopted by the teams you need to grow your business.
Avidian Money back Guarantee: Your Success is Our Success.
See What a Few of Our 15,000 Customers Have To Say About Avidian and Prophet CRM:
Prophet created more accountability and has allowed us to manage our people very effectively, set realistic expectations of their performance, and track performance in a reliable way.
Not only did we see Avidian’s CRM literally pay for itself through expense reduction and efficiency gains, we also began capturing lost revenue thanks to having better CRM tools and processes in place for managing sales leads that were otherwise falling through the cracks. These revenue gains were significantly greater than what we achieved in expense reductions.
Our sales people are in Prophet’s Opportunity Manager, tracking everything. Prophet also gave the management and sales team visibility into what’s happening in everyone’s territory. Everyone across the board had access to institutional knowledge they may not have otherwise had. Thanks to Prophet, opportunities aren’t slipping through the cracks anymore.
About Avidian Technologies
Avidian Technologies is a customer relationship management (CRM) software development company located in Bellevue, Washington. Since its founding in 2002, Avidian has provided small to mid-sized businesses with a highly functional, yet simple CRM solution that is fully integrated with Microsoft Outlook. Avidian’s more than 15,000 global customers range from small real estate and insurance firms to large manufacturing and wholesale enterprises. Other industries served by Avidian include healthcare, legal, finance, and business and consumer services. Avidian also had the privilege of having its CRM software certified by the United States government for the purpose of managing the government’s constituent management functions.
Avidian Technologies’ flagship product is Prophet CRM. Prophet CRM by Avidian is designed to integrate with Microsoft Outlook, the most popular business email platform available. Outlook integration offers you the efficiency of having full coordination of your calendar, contacts, and email marketing campaigns in one database. The most current edition is Prophet CRM 7.
Avidian additionally also provides customers with integration and data migration services. Integration and migration services associated with Prophet by Avidian Technologies software include software installation, integration with additional unrelated databases, and field mapping between the source data and the Prophet software to create a unified database that can be shared by multiple users. To read more information about Avidian and the products and services offered, please visit our about us page.
Understanding CRM Software
Excellent customer service forms the core of any successful business. Regardless of its size and industry, your business can benefit from managing your customer relationships more efficiently. You need to have complete and accurate customer and prospect contact information that is readily accessible. Information such as pending and past sales transactions, customer inquiries, communications with internal and external parties, and service issues and resolutions should be centralized and comprehensive. For this reason, customer relationship management (CRM) software provides critical support for your business.
Before determining what Outlook CRM software best serves you and your business, you should understand what CRM is and how it works. CRM consolidates all major areas of customer relations, such as customer contact information, client appointments, customer service issues, and marketing campaigns. In short, by helping you simplify your marketing and sales processes through an improved understanding of your customers’ needs, the Outlook Contact Manager can help you build better relationships, increase your sales, and improve customer retention.
Additionally, integrating CRM applications into an e–mail program such as Outlook can allow you better manage customer e–mail responses and capture useful data, such as account details, sales histories, service records, campaign responses, and demographics. The best CRM software for Outlook also provides analytics and reporting tools, giving you a vantage point from which you can examine company–wide operations. Outlook CRM software will enable you to create customer profiles that identify patterns and trends, and head off potential problems that may threaten new or established customer relationships. As stated earlier, customer service provides the core of a successful business, and satisfied customers are more likely to remain loyal and spend more.
Why use Outlook?
Whether you’re a small–to–medium–sized company, and whether you’re selling one product or hundreds, organizing your sales leads, customers, appointments, and product information is essential for success. You need a software option that allows you to manage contact information, e–mails, calendars, and tasks. With so many customer relationship management (CRM) software options available, it can be difficult to determine which software packages will best meet the needs of your organization. You should consider Outlook Customer Relationship Management software.
You can use CRM software for Outlook to track your sales opportunities and relevant product information associated with those transactions. The software collects this information from initial contact through post–sale customer support, keeping it in one unified location. With a few clicks, you can access important information such as actual and future orders, product item numbers, and sales contact information. You can quickly review a customer’s recent activity, in addition to tracking your sales team’s interaction with that customer. You can also grant access to everyone in your organization, keeping all teams up–to–date with the latest information regarding customer activity and contact information.
Most sales professionals spend more time in the field than sitting in front of a computer, so good CRM software must be mobile. Microsoft Outlook is highly compatible with many mobile devices, making it possible for you to create and read emails, manage your calendar appointments, and take meeting notes while in the field. Being able to synchronize data online or offline using a system for customer relationship management in Outlook can enable your sales team to get real–time lead access, cross–sell opportunities, territory management, and forecasting and sales analytics
Customer relationship management in Outlook components also include an address book, calendar, task list and virtual sticky notes. These features are integrated with one another, allowing you to effectively manage all pertinent information, including e–mails, notes, and documents related to an account, from a single point and create links between pieces of information. As a result, you gain the ability to quickly find information and improve customer response time, ultimately resulting in cost savings and increased revenue.
Benefits of CRM Software in Outlook
To develop and maintain relationships with your clients, you must remain in tune with their needs and have the capability to respond to those needs quickly and effectively. As a business owner, one of the challenges you face is determining where you get, store, and sort the information that can help you target the specific requirements of existing customers and new prospects without excessive costs or extensive training. Contact management software in Outlook integrates with the existing e–mail client can help you identify where sales, support and marketing overlap, which is key to managing customer information consistently across your organization.
Microsoft Office leads the industry as one of the most common software platforms, making Microsoft Outlook a comfortable and familiar tool used by sales forces on a daily basis. A primary benefit of utilizing a customer relationship management system that is closely integrated with Microsoft Outlook, then, is not having to change your existing workflow or applications. If you already have the server capacity to run Outlook, you will not need additional client or server hardware to integrate an Outlook based CRM software. In addition, if your employees are already sending e–mails, managing contacts, and scheduling appointments using Outlook, they are likely to readily adopt a new CRM system that is based around this familiar program.
Outlook CRM software can eliminate the redundancy of opening separate applications for e–mails, sales activity tracking, and lead generation, making a user’s life easier and reducing clutter. By working directly in Outlook, your sales staff can perform all of their key tasks and have them captured and organized within your CRM system. Not only does this get employees to accept a CRM system, it ensures customer profiles stay up–to–date and accurate company–wide. Other CRM software systems require users to copy documents and notes into a separate database so as to be able to share documents with other users or clients. These systems present an obvious disadvantage, since these files can only be accessed and edited within the CRM system. If you are using a CRM integrated with Outlook, you avoid having to copy and paste notes from one application to another. You can simply convert an e–mail into a sales opportunity, and track all relevant correspondence and documentation.
An Outlook–based CRM solution can save you time and money over the alternative. When considering Outlook CRM software packages, quite often, you must consider the cost of both communication and CRM software, their installations, and the necessary training for each system. If you choose an Outlook–based solution, the cost is basically reduced because your company will receive the functionality of Outlook in addition to a new built–in CRM system. Through this type of CRM system, you can automate and streamline processes, which allows you to focus on marketing and sales activity, driving the success of your business.