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| WHAT CRM EXPERTS ARE SAYING |
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"If you know how to use Outlook, you'll be able to figure out Prophet." |
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| CUSTOMER TESTIMONIAL |
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We are really impressed with how quick and easy Prophet is to customize and implement. I especially like the way Prophet is built directly into Outlook. |
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Danny Kolke, CEO |
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Etelos, Inc. |
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Customer Relationship Management |
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| Prophet 5 is the simple solution to CRM |
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- Get advanced Contact and Sales Management inside Outlook.
- Easily automate follow-ups and emails to customers.
- Simple to learn and use because it’s in Outlook.
- Familiar look of Outlook means your team will actually use it.
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| What is Customer Relationship Management? |
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| Customer Relationship Management (CRM) in simple terms is the process of tracking all aspects of the relationship you have with your customers. This begins with cultivating them as a Lead, through the sales process and follow up as an on-going customer. It involves collection of contact and company information (Contact Management), tracking of sales and sales related data (Sales Management), and organization and maintenance of customer follow up (Customer Management). In some businesses CRM may also integrate Accounting, Invoicing, Order Processing, Reconciliation, Inventory Tracking, Support and other processes. Customer Relationship Management is a system for keeping a history of all the information for those customers you wish to keep, and keep happy. |
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| Where does Customer Relationship Management start? |
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| The starting point for most Customer Relationship Management (CRM) is the collection and organization of contact information. This is typically known as Contact Management. The Contact Management portion of CRM involves the collection of information about the people and companies you work with. This includes basic information such as names, addresses, phone numbers, and email addresses for people and companies. Good Contact Management also provides a reviewable history of all the communication and activities related to your customers, at both the contact and company level. Customer Relationship Management (CRM) after all, is all about the “Customer”, so begin with good management of the vital contact information. |
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| Do I need Customer Relationship Management? |
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| Asking if you need Customer Relationship Management (CRM) is like asking if you need Customers. Of course you do. If you wish to run a successful business, you need Customers, and you need CRM. Your success would not last long if you did not manage your customer information. The options for how you manage that information can be quite varied. There are Customer Relationship Management (CRM) software programs available that will no doubt provide you with the functions you need to manage all your customer information, and then some. Many of those programs come at a great cost, and with a great deal of complexity. When looking for a solution to your CRM needs, focus on one concept: What does my business need from Customer Relationship Management? |
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| The primary thing to keep in mind as you look for a Customer Relationship Management solution is to focus on the functions you need for your business. There are literally hundreds of software programs that provide some kind of Customer Relationship Management functionality. Contact Management, Lead Management, Sales Management, Accounting, Marketing, and so on can all be components of CRM. Some programs include every possible aspect of Customer Relationship Management, and can cost hundreds of thousands of dollars to purchase and implement. Instead of looking for a program that does everything that could possibly be needed from CRM, look for one that does what YOU need. |
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| If you need to manage your clients and accounts well, look for a good Contact Manager. If you need to manage your leads, prospects and sales, find a good Sales Force Automation program. Do you already use a program like Outlook for email and calendar? Look for a program that integrates well with Outlook. Focus on the features and functions you need and will use on a daily basis, then find the program that provides them. Having a ton of bells and whistles is great, unless you don’t use them. Then it just becomes a waste of money, and ultimately time and productivity for the users. |
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