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| WHAT CRM EXPERTS ARE SAYING |
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"Prophet CRM superior to ACT!, Goldmine, Maximizer, and Salesforce." |
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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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Making Sure Opportunities Don't Fall through the Cracks - a Prophet CRM Primer
September 8
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How to Create a Consistent & Repeatable Sales Process
September 15
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How to Use Prophet CRM for Managing your Sales Team
September 22
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Contact Management Software that’s Easy to Use |
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- Organize all your Contact and Company information.
- Track all emails, appointments, and follow-ups
- Share client information with team members.
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| Contact Management Software |
| Contact Management Software in its most basic form is a software program designed to collect and record the personal information for the people you associate with. This typically includes name, phone number, address, and email address. This is the information that is most useful for keeping in touch with close associates. In a business environment, Contact Management Software takes on a much more complex role. The information needed in this environment is often much broader and more elaborate, and is related not just to the people you work with but the companies as well. It often includes names, phone numbers, addresses, and email addresses for people and companies as well as a history of the related communication and events. |
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| Contact Management Software for your business |
Contact Management Software for your business should provide you with not only the basic information about the people you work with, but the information for the companies as well. It should provide you with an easy way to review the history of any related communication and interactions for those people and companies. Programs such as Prophet 5 create just this type of relational system inside a very familiar environment, your Microsoft Outlook.
Prophet 5 utilizes the existing capabilities of Outlook to handle contacts, emails, appointments and tasks and adds to that the ability to organize all this information at the company and contact level. Prophet 5 has a Company record, so seeing which people are associated with a specific company is as easy as selecting the Company view in the Prophet Contact Manager. The Company record details all the relevant information for that company, such as address and account number, and shows you a list of associated people. |
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| Reviewing contact management history |
Reviewing the history of communication you have had with your clients is a vital component of a Contact Management Software program, and should be a simple process. When working in a Contact Management Program, you want to be able to see all the activities related to a specific person or a company. The Prophet Contact Manager allows you to select a specific contact or company and see all the related emails, appointments, tasks and even sales opportunities. The Contact Manager presents you with tabbed sections that allow you to easily switch between viewing emails, appointments, tasks and attachments for a specific contact or company.
If you are looking for an email from one of your clients just click their name in the Contact Manager window, then select the "Emails" tab. You can now find that email from any folder in your Outlook, and with a simple click open it to review the specifics. That message is opened directly from your Outlook. This can be a vital function of Contact Management Software in providing a consistent and reliable history of your relationship and communication with a client. |
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| Choosing contact management software |
| Contact Management Software will provide your business with the ability to track the contact information for both the people and the companies you work with, it will create relationships between the two, and will provide you with a way to see a comprehensive history of activities in an easy to navigate interface. Prophet 5 creates all this for you inside a system you are already using, Microsoft Outlook. You can continue to work in Outlook as you always have, and utilize Prophet's advanced Contact Management features to keep tabs on every communication and activity you have for a specific client. This can be an important advantage if your company is already using Outlook, as it dramatically shortens the time it takes for users to become familiar with the new Contact Management features. Prophet's integration with Outlook also eliminates the problem of having customer data in two places. With Prophet your contact data is in only one place... Outlook. |
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| For more information call us at 800.860.5534 or send us an email. |
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