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| WHAT CRM EXPERTS ARE SAYING |
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"Excellent job of managing contact and opportunity data…Ease of Use: Excellent." |
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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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Making Sure Opportunities Don't Fall through the Cracks - a Prophet CRM Primer
September 8
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How to Create a Consistent & Repeatable Sales Process
September 15
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How to Use Prophet CRM for Managing your Sales Team
September 22
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Prophet Dashboard |
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The Prophet Dashboard provides you with a quick summary of your Sales Pipeline and gives you easy access to the activities you have today and their related Sales Opportunities. |
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Dashboard – See a picture of your Sales Pipeline with the number of Opportunities at each stage in the sales process, the gross revenue for each stage, and the projected revenue for the next 15, 30, 60 and 90 days and more. |
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Today’s Activities – Review a list of any appointments and tasks you have for today and see the Opportunity information directly related to that event. |
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Today’s Opportunities – Call up the Opportunity Window associated with your appointments and tasks so you can review the details of the sale before connecting with your customer. |
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Update Activities – Open any appointment or task with a single click and make changes or mark it complete and the information is updated in both Outlook and Prophet. |
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Prophet Resources – Shortcuts to Prophet Help and Prophet Tutorials give you an easy way to get using Prophet quickly or refresh your knowledge on important Prophet functions. |
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| Prophet, Sales Activity Organizer for Outlook |
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