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Customer Service Within and Without: Advian

 

The Company Advian
If looking for software that will help one’s business with customer relationship management, it would seem like a good idea to purchase that software from a company that practices good customer relationship management.  One such company is Advian.

Headquartered in the state of Washington, Advian has consistently delivered on its pledge on providing a quality product to its customers.  In fact, if one were to call the company they would be greeted warmly and professionally by an actual person and not a computerized system.

Also, if their treatment of those in the workplace is a reflection of their delivery of a quality product and their commitment to exceptional customer service, then Advian’s product is golden.  This is because in three years running, Advian has received the distinguished honor of being selected by CEO as the best company to work for three years running.

In addition, their customer base of over 12,500 companies has experienced the guiding principles implemented by Advian.  Those five principles include the commitment to treat their customers as they wish to be treated, maintaining a productive work force by honoring family commitments, maintaining a high level of performance, sharing the profits with the employee family and honoring those within the company by rewarding hard work.

Product Of Advian
One of the products that Advian offers to the business world is a CRM software called Prophet.  Prophet by Advian allows the company to keep in touch with its clients and customers, track sales and a reporting module that can be adjusted to meet the company’s specific needs.  In addition, Advian has designed this software to work with Outlook.  Therefore, it can easily blend with the outlook software so that the company can fully utilize Prophet by Advian in minutes.

In addition, there are two editions of this software by Advian.  One edition is specifically designed for a single user.  This edition may be helpful if that individual is the sole proprietor or wishes to utilize Advian’s Prophet within the company setting.

Also, Advian offers the CRM software for multiple users.  Advian has designed this software so that the company’s sales force can have access to all of its clients.  In addition to providing centralization and maximizing efficiency, the software allows for a focus towards sales activities and a flow of communications through e-mails.  Because of the sophistication of this software by Advian, installation and availability for use takes a little bit longer.  However, that length of time can be measured in days not months.

Specifics Of Advian’s Prophet
A closer look at Advian’s prophet for the single user will disclose a number of powerful features.  Some of those features include the software’s compatibility with Outlook.  This is important because, rather than having to reenter the contacts of the individual, Advian has designed the software to work in concert with those contacts already inputted.

In addition, Advian has built the software so that various tools can be utilized to promote the effectiveness and efficiency of the individual.  Some of those components include the ability to generate personalized group e-mails, work in concert with Excel and Word to create productivity reports, manage one’s calendar, keep on task through a tasking module, a powerful search feature, a tool to provide the customer a customized quote for the project being bid, etc.

For the team edition of Advian’s Prophet, the features are more sophisticated.  Obviously, because it is meant for sales teams, Advian had built in a sharing feature into the software.  This means that the client’s information is centralized and therefore available for all members of the team.  This is extremely important for customer service if that member of the sales team is not available.

Other features of the team edition that Advian has provided include the ability to use this software in conjunction with Outlook or allow it to stand alone.  Also, this software by Advian can be accessed offsite through a VPN or other remote access system.  This is extremely helpful when the sales team is offsite.

In addition, although this software designed by Advian is for team players, it also allows for individuality.  This is accomplished through a personal workflow manager component.

Finally, to measure productivity, Prophet by Advian has built in reporting templates.  These templates can be used by the individual team member as well as managerial staff.  This is extremely helpful to monitor progress to goals and allow for projections to be made regarding sales.
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