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Within Avidian’s top of the line CRM Prophet are many Outlook addons that allow you to increase the productivity of your sales force. Some of these Outlook addons work to directly make your coworkers and employees more productive, other Outlook addons work in more passive ways to increase your profit. These Outlook addons will incorporate your current corporate workflow with the Prophet CRM to take your sales team to a whole new level.
Outlook Addons Included With The Prophet Software
The first of many Outlook addons in Prophet is the Sales Management Dashboard. This initial screen provides you with a quick snapshot of your business. In these screens you can look at your sales pipeline by stage, probability, and close date. In addition 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 the first of the Outlook addons on of the most powerful in its simplicity and accuracy.
The next of the Outlook addons to look at is the Quota Management Dashboard. This is one of several Outlook addons that can transmit its information through your email program. This screen allows managers to quickly and easily see the quotas of their employees and how on track they are. In addition if you us other Outlook addons to work with this dashboard, employees can check and send their information automatically. Prophet keeps you on top of your salespeople and in addition keeps them informed to where they stand while fully working with Outlook addons that send these reports back and forth.
Prophet also has Outlook addons to create a personalized to do list that aggregates appointments and tasks. The Outlook addons include these items in your calendar and 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 Outlook addons so that all of this is easy to find in a familiar format.
Prophet does not stop there working with more Outlook addons to increase your sales revenue. The custom quote feature allows you to quickly create formatted quotations that work with Outlook addons to send to your customers. 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 Outlook addons to automatically link the quote file to the opportunity record. In addition to working with your Outlook addons, 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 Outlook addons to send any and all of these reports in a summary format. By working with the Outlook addons 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 Outlook addons 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 Outlook addons so that it will integrate all of you contacts and companies. You can than use the advanced filtering with your Outlook addons to filter companies by name, city, province/state, zip/postal code, category and county region. A typical use of this with the Outlook addons would be to email a personalized letter to everyone in a certain zip code.
As you can see the Outlook addons greatly increase the effectiveness of your Prophet software. With these Outlook addons you would not be able to as easily integrate with the world’s most popular email client. These Outlook addons 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. |