Do you Need a Full Scale CRM Software
OR
Simply a Better Way to Manage Sales Opportunities?

The term Customer Relationship Management (CRM) software encompasses wide variety of systems that connect different parts of a company through the thread of customer relationships. Sales, Marketing, Accounting and Customer Service can all be tied together with powerful, large scale, centralized CRM software from companies like Siebel and Onyx. These systems are labor, capital and organizationally intensive because they require a complete re-programming of how your company acquires, stores and handles information about potential and current customers. When you get right down to it – CRM software is more about customer INFORMATION management then it is about customer RELATIONSHIP management.

It is a BIG change and a LOT of work – are you ready for that?

Or do you just need help organizing sales lead information so that you can close more sales? The following questions will help you think through

1. Is it imperative that you tie together sales opportunities to customer service and accounting in real time?
2. Is your business at a stage in which you can invest $100,000 plus in a CRM solution in which 50% of installations fail?
3. Do you use Microsoft Outlook for your email, calendar and task management?
4. Have you tried ACT! or GoldMine and thought that if they were easier to use, they would help your business?
5. Does everyone who communicates with a customer know what their coworkers said to them or did for them?
6. What is your revenue per sales representative?
7. What are your win, loss and no-decision rates?
8. What’s your lead turnaround time?
9. What’s the average amount of time required to complete each selling step?
10. How many calls are required to close an opportunity?
11. What are the numbers of existing customer contacts and repeat business orders?
12. How do you rate your marketing or lead generation program effectiveness?
13. What are the "win rate" comparisons for different prospect types?
14. What’s the sales representative success conversion rates for each sell cycle step?
15. What are the success rates and profitability comparisons for individual products?
16. What are the profitability comparisons for orders from different channels?
17. Can you do Mail Merge or email broadcasts to your customer base?
18. Do you have critical customer data on PC's that could be lost or taken and should be on one database?

These are all important questions to help you think through what you really need, but at the end of the day it is all about two things:

1. Improving your business processes so that you can drive more revenue and
2. Creating improvements in a way that the team can understand, value and execute.

If you use Microsoft Outlook for your daily communications, calendaring, tasks and appointments AND need the following:

• a way to track sales leads and opportunities
• a way to share data across sales representatives
• a reporting system that beats multiple excel spreadsheets
• a better way to improve the understanding of your sales process
• a way to communicate with a broad groups of people on a one to one basis
• a low cost, low impact way to improve your business process in the most important area – SALES

Then look at the features and benefits of Prophet and Prophet Server Edition. It ADDS sales tools TO Outlook so you don’t need an entirely new platform to create or improve your sales process.

Click here to learn more about Prophet

Click here to learn more about Prophet Server Edition