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| WHAT CRM EXPERTS ARE SAYING |
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"Gives small businesses a sales-management edge" |
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| CUSTOMER TESTIMONIAL |
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I’ve been very impressed with Prophet’s Outlook integration and ease of use. Moreover, it has proved valuable in streamlining our business model, which has lead to an increase in sales revenue! |
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Matt Walker, IT Director |
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HSH Insurance |
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PROPHET 5 ENTERPRISE SERVER EDITION FOR TEAMS |
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SCALABLE SALES CRM SOFTWARE BUILT INTO OUTLOOK |
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| Why Prophet Enterprise Server Edition? |
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| The Prophet 5 Enterprise Server Edition provides a secure, central database for all your prospect and customer data. Working in association with the Prophet 5 Enterprise Client the Prophet Enterprise Server can dramatically improve your teams efficiency through centralized data, easy to use automated workflow and most of all – SIMPLICITY! |
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Key Features of Enterprise Server/Client:
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- Full Featured, Easy to Use CRM Built Into Outlook:
Prophet Enterprise Server/Client Edition gives you all of the easy to use features of Prophet built into Outlook with effective sales and workflow automation for larger teams.
- Quote Generator:
Create, email and manage quotes at the opportunity level. Works seamlessly with Prophet’s sales opportunity manager and includes customizable template for emailing quote.
- Sales Automation / Workflow:
les Automation and workflow helps your sales people to follow a consistent process to close more sales. Create drip marketing campaigns and send prebuilt email templates or assign tasks to specific individuals.
- Segment Your Data by Group:
Establish groups and permissions so team members can share information with each other, but each team remains a separate group.
- Create User Permissions:
Establish a hierarchy so each Manager can see the data for the teams they supervise, while Executives can see an overall view of the whole company.
- Share Client Communication:
Any Emails, Appointments or Tasks linked to an Opportunity can be shared with members of your team. Your personal emails still remain private. (Exchange Server Required)
- Quick Management Dashboard:
Managers can review, in real time, the sales pipeline for an individual rep or for their whole team. Executives can review for a rep, a team, or the company overall.
- Create Management Reports:
With the Advanced Report Engine create over 30 standard reports such as Forecast or Won/Loss for a rep, a team, or the company. Design your own custom reports and share them with team members.
- Work Remotely or Off-line:
Access your personal Prophet data via Windows Roaming Profile, Terminal Server, or VPN or simply work off-line and Prophet will automatically re-synch when you return to the office.
- Support Large Groups of Sales Professionals:
Working in association with Microsoft SQL Server, Prophet 5 Enterprise Edition is scalable and can support up to hundreds of users.
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| Email Us or Call 1-800-399-8980 for Pricing and More Information |
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OUTLOOK BASED SALES AND CONTACT MANAGEMENT FOR LARGE TEAMS |
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| CONTACT MANAGEMENT YOUR TEAM WILL USE |
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If you know Outlook, you know Prophet. |
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Easily capture, track and find contact details. |
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Works without Microsoft Exchange. |
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Very flexible and customizable to fit you. |
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| SHARING CRITICAL DATA IS SIMPLE AND SAFE |
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Advanced user permissions. |
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Scalable server based sales data storage. |
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Work offline, quickly synch when connected. |
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Get a 360° view of accounts and status. |
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| USEFUL CONTACT RELATIONSHIP TOOLS |
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Time delayed reminders, emails & tasks per sale stage. |
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Powerful contact search toolbar built into Outlook. |
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Personalized group emails for 1:1 communication. |
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Create & track time stamped notes for contacts. |
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| OUTLOOK BASED SALES CRM FOR TEAMS |
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| CAPTURE, TRACK & REPORT ON ALL SALES ACTIVITIES |
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Create sales opportunities from anywhere in Outlook. |
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Customize the way you track sales to match your business. |
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Associate time stamped notes with sales opportunities. |
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Forecast sales by stage across the sales team. |
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Create customized report templates to fit your business. |
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Supports 3rd party reporting and analytical software for flexible data analysis. |
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| POWERFUL SALES CRM TOOLS INCLUDING WORKFLOW MANAGER |
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Automatically sends time delayed tasks, emails and reminders based on sales stage. |
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Start each day with a list of specific tasks. |
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Share data across team on central server. |
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Create a sales opportunity directly from inbound email or Outlook contact. |
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List, sort and organize sales opportunities in Opportunity Manager. |
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| FLEXIBLE AND CUSTOMIZABLE SALES REPORTS |
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Create Activities Reports to track the activities of individuals and teams. |
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Manage sales team more effectively with accurate activity and sales data. |
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Create Sales Funnel Reports to know the health of your sales funnel. |
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Create and consolidate Sales Forecasts to know what you’ll close in 30, 60 or 90 days. |
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Customize reports to fit your specific business requirements. |
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Use other report viewers such as Crystal Reports to tap into Prophet database. |
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