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| WHAT CRM EXPERTS ARE SAYING |
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"Help staff focus on getting and closing the sale" |
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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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PROPHET 5 ENTERPRISE SERVER EDITION FOR TEAMS |
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SCALABLE SALES CRM SOFTWARE BUILT INTO OUTLOOK |
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| Why Prophet Enterprise Server Edition? |
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| The Prophet 5 Enterprise Server Edition provides a secure, central database for all your prospect and customer data. Working in association with the Prophet 5 Enterprise Client the Prophet Enterprise Server can dramatically improve your teams efficiency through centralized data, easy to use automated workflow and most of all – SIMPLICITY! |
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Key Features of Enterprise Server/Client:
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- Full Featured, Easy to Use CRM Built Into Outlook:
Prophet Enterprise Server/Client Edition gives you all of the easy to use features of Prophet built into Outlook with effective sales and workflow automation for larger teams.
- Quote Generator:
Create, email and manage quotes at the opportunity level. Works seamlessly with Prophet’s sales opportunity manager and includes customizable template for emailing quote.
- Sales Automation / Workflow:
les Automation and workflow helps your sales people to follow a consistent process to close more sales. Create drip marketing campaigns and send prebuilt email templates or assign tasks to specific individuals.
- Segment Your Data by Group:
Establish groups and permissions so team members can share information with each other, but each team remains a separate group.
- Create User Permissions:
Establish a hierarchy so each Manager can see the data for the teams they supervise, while Executives can see an overall view of the whole company.
- Share Client Communication:
Any Emails, Appointments or Tasks linked to an Opportunity can be shared with members of your team. Your personal emails still remain private. (Exchange Server Required)
- Quick Management Dashboard:
Managers can review, in real time, the sales pipeline for an individual rep or for their whole team. Executives can review for a rep, a team, or the company overall.
- Create Management Reports:
With the Advanced Report Engine create over 30 standard reports such as Forecast or Won/Loss for a rep, a team, or the company. Design your own custom reports and share them with team members.
- Work Remotely or Off-line:
Access your personal Prophet data via Windows Roaming Profile, Terminal Server, or VPN or simply work off-line and Prophet will automatically re-synch when you return to the office.
- Support Large Groups of Sales Professionals:
Working in association with Microsoft SQL Server, Prophet 5 Enterprise Edition is scalable and can support up to hundreds of users.
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| Email Us or Call 1-800-399-8980 for Pricing and More Information |
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OUTLOOK BASED SALES AND CONTACT MANAGEMENT FOR LARGE TEAMS |
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| CONTACT MANAGEMENT YOUR TEAM WILL USE |
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If you know Outlook, you know Prophet. |
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Easily capture, track and find contact details. |
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Works without Microsoft Exchange. |
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Very flexible and customizable to fit you. |
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| SHARING CRITICAL DATA IS SIMPLE AND SAFE |
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Advanced user permissions. |
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Scalable server based sales data storage. |
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Work offline, quickly synch when connected. |
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Get a 360° view of accounts and status. |
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| USEFUL CONTACT RELATIONSHIP TOOLS |
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Time delayed reminders, emails & tasks per sale stage. |
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Powerful contact search toolbar built into Outlook. |
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Personalized group emails for 1:1 communication. |
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Create & track time stamped notes for contacts. |
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| OUTLOOK BASED SALES CRM FOR TEAMS |
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| CAPTURE, TRACK & REPORT ON ALL SALES ACTIVITIES |
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Create sales opportunities from anywhere in Outlook. |
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Customize the way you track sales to match your business. |
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Associate time stamped notes with sales opportunities. |
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Forecast sales by stage across the sales team. |
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Create customized report templates to fit your business. |
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Supports 3rd party reporting and analytical software for flexible data analysis. |
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| POWERFUL SALES CRM TOOLS INCLUDING WORKFLOW MANAGER |
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Automatically sends time delayed tasks, emails and reminders based on sales stage. |
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Start each day with a list of specific tasks. |
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Share data across team on central server. |
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Create a sales opportunity directly from inbound email or Outlook contact. |
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List, sort and organize sales opportunities in Opportunity Manager. |
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| FLEXIBLE AND CUSTOMIZABLE SALES REPORTS |
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Create Activities Reports to track the activities of individuals and teams. |
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Manage sales team more effectively with accurate activity and sales data. |
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Create Sales Funnel Reports to know the health of your sales funnel. |
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Create and consolidate Sales Forecasts to know what you’ll close in 30, 60 or 90 days. |
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Customize reports to fit your specific business requirements. |
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Use other report viewers such as Crystal Reports to tap into Prophet database. |
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