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| WHAT CRM EXPERTS ARE SAYING |
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"Help staff focus on getting and closing the sale" |
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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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Create a Consistent & Repeatable Sales Process
February 24
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How to Use Prophet CRM for Managing your Sales Team
March 3
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PROPHET 5 FEATURES - PERSONAL EDITION |
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| The Prophet Opportunity Window provides the ability to track all the details and history for each sale in one easy to use record. |
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Sales Details – Easily record and update Sales Stage, Customer Type, Lead Source, Closing Date, Sales Revenue, and much more for every transaction. |
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Auto-Suggest Contacts – Start typing in the name of a contact or company in a new Opportunity and Prophet will automatically suggest a matching entry from your database. |
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Opportunity History – Quickly retrieve a list of all emails, appointments, tasks and files associated with an Opportunity in a single window. |
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Notes – Enter detailed notes for any activities on this sale, Prophet will stamp them with the date, time, and author and store them in chronological order for later review. |
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Communication and follow-up – Create and track emails, task, and appointments for the customers on an Opportunity with the click of a button. |
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Custom Sales Tracking – Customize the field names and drop-down values of any field in the Opportunity to track the information relevant to your business. |
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Revenue Calculation – Create a custom list of products and services for your business and Prophet will calculate the revenue for the Opportunity from the items you have added. |
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| Prophet, Sales Opportunity Tracking for Outlook |
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