The Prophet add in for Outlook also gives you the Opportunity Manager. The Opportunity Manager is great, easy way to quickly view, sort and interact with your sales pipeline. Once you begin working with a prospect, you open up a new Opportunity. In the Opportunity you can forecast revenue, add and remove products and services, set the sales stage and automate sales tasks. The Opportunity Manager integrates directly with your Outlook calendar and tasks.
From within Outlook you can also get to the Report Manager. This part of the Prophet add in for Outlook gives you the ability to report on all of your sales data, contact history information, forecasts and products…while staying in the same window as your Contact Manager, Opportunity Manager, Inbox and calendar. The Report Manager is a flexible reporting engine that allows you to create customized reports that can focus on anything from individual sales to enterprise level interactions. Using the Report Manager you can create reports and view them from within Outlook or Prophet can open them up in Excel for even more flexibility.
To provide you with a birds eye view of the sales process from within Outlook, you can take a look at Prophet’s Dashboard. The dashboard can you give you a condensed overview of the sales in your pipeline. This part of the Prophet add in for Outlook can show you in a glance the sales stages, estimate short term and long term revenue, and help you stay on top of pending activities. With Prophet working for you, you can’t help but have a more profitable Outlook.