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| WHAT CRM EXPERTS ARE SAYING |
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"Prophet has salespeople hooked." |
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| PROPHET CRM WEBINAR |
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“The more you learn, the more you earn.” Therefore we take pride in putting together webinars that will add value to your learning and earnings. Please join us for one of our fun and educational webinars. |
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Other upcoming webinars |
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Create a Consistent & Repeatable Sales Process
February 24
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How to Use Prophet CRM for Managing your Sales Team
March 3
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| During any part of the process, Jane can generate reports that
show won/loss rates, sales pipelines, etc. This helps Jane combine all of her
opportunities into single views to gage the status of her current or future
revenue. Here’s how: |
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- Jane clicks on Reports in the Prophet toolbar to start up the
Avidian Report creator.
- She selects the report template she wants to use. This can be one
of the thirty-two templates that come with Prophet or a custom template that
she has created with the Report Design. Since she has already closed this deal,
she selects the Won/Loss template and filters by opportunities closed in the
last 10 days.
- Clicking on The View Report button displays the report which can
be reduced to fit in the Report Preview window.
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| 4. Once Jane has the report she wants, she can save it in one of five
formats including HTML, PDF, RTF, TIF, TXT, or XLS for sharing with co-workers,
superiors, etc. |
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| Next Step –
Use Personalized, Group Emails to Communicate
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