The Best CRM Software Outlook Combination

Features of the Prophet CRM Software Outlook Combination
The Sales Management Dashboard is the first tool within Prophet that works as a CRM software Outlook combination. The Sales Dashboard is the first screen that gives you a quick snapshot of your sales force. In this screen you can examine your sales pipeline by stage, probability, and close date. Additionally it will break down the sales numbers into gross and projected profit by calendar year and phase of the sale cycle.  All of these can go into Outlook making it one of the most powerful CRM software Outlook combinations in its simplicity and accuracy.

The second of the CRM software Outlook combination to examine is the Quota Management Dashboard.  This is one of several tools that can transmit the data through Outlook.  This screen allows managers and employees to quickly and easily examine quotas and how on track they are or are not.    In addition if you use other CRM software Outlook combinations to work with this dashboard, employees can check and send their information automatically.  Prophet keeps you on top of your sales people and in addition keeps them informed to where they stand while fully working with other CRM software Outlook combinations that send these reports back and forth.

Prophet also has tools to create a personalized to do list that aggregates appointments and tasks.  The CRM software Outlook combinations included with these items on your calendar keep you alerted of past due items.  You can use this to look at a date range and plan your future activities.  Prophet uses the CRM software Outlook together so that all of this is easy to find in a familiar format.

Prohpet does even more than this; it also works with additional CRM software Outlook combinations to increase your sales and profit.  The custom quote feature allows you to quickly create formatted quotations that work with all the different CRM software Outlook combinations.  These quotes come complete with your Company’s logo, products and service description, part numbers and more.  In addition once generated the quote will automatically update the other sections of Prophet so you have a record of your activities.  This uses the CRM software Outlook combinations to automatically link the quote file to the opportunity record.  In addition to working with your CRM software Outlook combinations, Prophet is exportable to the Excel format for easy editing.    You can also customize the entire quote template to suit you and your customers needs.

In addition Prophet can use the CRM software Outlook combinations to send any and all of these reports in a summary format.  By working with the CRM software Outlook combinations to accept these charts and graphs you can quickly integrate your sales force using a program they already understand.  Outlook is the most prevalent email client in the world by a large margin, and having a CRM that can use CRM software Outlook combinations work together seamlessly is a huge advantage.  These reports have a preview feature that allows you to quickly look at them without excessive load times and overhead. 

You can also use the CRM software Outlook combinations so that it will integrate all of you contacts and companies.  You can than use the advanced filtering with your CRM software Outlook combinations to filter companies by name, city, province/state, zip/postal code, category and county region.  A typical use of this with the CRM software Outlook combinations would be to email a personalized letter to everyone in a certain zip code.

As you can see the CRM software Outlook combinations greatly increase the effectiveness of your Prophet software.  With these CRM software Outlook combinations you would not be able to as easily integrate with the world’s most popular email client.  These CRM software Outlook combinations create a great tool for you and your employees.  If your company is using Outlook, and you are looking for a CRM that works with it, than Prophet is the program for you.