Prophet - The Easiest CRM Software for Outlook
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WHAT CRM EXPERTS ARE SAYING
"Help staff focus on getting and closing the sale"
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CUSTOMER TESTIMONIAL
When we looked at all the features we really needed, Prophet had, based on our analysis of value versus price, the best possible solution.  Our team is using it everyday and benefiting from it.
Andy Liu, CEO
BuddyTV
PROPHET CRM WEBINAR
Intended for companies looking at an Enterprise solution. Learn best practices for Contact Management, Lead Management and Opportunity Management, and practical tips for making your CRM implementation a success.

Lead by Avidian's Vice President & CRM Expert
Warren Stokes
Reserve your webinar seat now!
Other upcoming webinars
Learn how to Profit from Prophet
May 23rd
FAQ  |  Quick Start Guide  |  Compare Our Features    
Start-Up Tutorial and Guide for Prophet Sales and Contact Management Software
Click the task below that you want to learn. Each flash movie is less than two minutes and include narrative so put on your headphones or turn up the speakers. Feel free to stop and rewind as often as you want. Learn how Prophet helps manage your sales process and contacts.
If you don’t have flash installed – click here to get the free flash player.
 Contact Manager   Hide
Creating contacts and company records
Managing contacts and company records
Adding contacts
Looking up contact names
Creating groups for your contacts
Adding notes for your contacts
Searching for data on contacts
Deleting contacts from contact managers
 Managing Opportunities   Hide
Creating opportunities
Looking up saved opportunities
Managing follow up tasks
Customizing the opportunity window
Sharing sales opportunities
Managing emails associated with opportunitites
Managing tasks associated with opportunitites
Tracking information in opportunities part 1
Tracking information in opportunities part 2
Customizing the opportunity window
Introduction to the opportunity window
 Company Records   Hide
Creating groups for your company records
Creating new company records
Looking up company records
Associating contacts to company records
Adding notes for your company records
Cleaning up your company records
 Advanced Features   Hide
Prophet Search
Sales Assistant
Workflow
 Prophet Reports   Hide
Prophet standard reports
Report Overview
Standard Pipeline Report
Custom Pipeline Report
Creating custom reports
Standard Account Sales Reports
Standard Won/Loss Reports
Filtering and Sorting Reports in Report Manager
Viewing Prophet reports in Excel
 Outlook Tutorials   Hide
Introduction to the Outlook Contact Item
Managing your Outlook Contacts Part 1
Managing your Outlook Contacts Part 2
Assigning a category to a group of contacts at one time
Using Outlook Tasks
Creating a Contact item from an email
Moving Contacts between different Outlook Contact folders
Creating Auto Text templates
Importing Contacts from Excel into your Outlook Contact folder
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