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| WHAT CRM EXPERTS ARE SAYING |
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"Prophet, which enhances Outlook's functions, has salespeople hooked." |
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| CUSTOMER TESTIMONIAL |
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I've tried Act, Goldmine and even custom solutions but have been disappointed by the results. Since we already used Outlook, selecting Prophet made a lot of sense for us. |
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Joel Gendelman, President |
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Allegis Communications |
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| As Jane and Mark progress through the sales process, Jane wants to
update which stage he is at and insert critical notes. Here’s how she does it: |
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- She clicks on the down arrow on the View button in the Prophet
toolbar and selects contacts with Activities.
- From this list she selects Mark Sexton which brings up all of the
sales activities she has set-up with Mark (currently just the one, but who
knows in the future!)
- By double clicking on the duplex sales opportunity in the list,
the Opportunity Window pops open and she edits accordingly.
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| When she has completed the process and the duplex closes, she
closes out the opportunity using the Won/Loss field and the Reason field in the
Opportunity window. It looks like this: |
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| Next Step – Generate a Report |
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