Complete CRM Inside Microsoft Outlook

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Outlook handles email, contacts, and calendars.

Avidian transforms it into a CRM your entire team will use.

Learn why most CRMs fail & how Avidian Guarantees Success.

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Avidian in the Press:

"Helps teams gauge pipelines."

"Simple and easy to use CRM."

"Has sales people hooked."

"Easy Outlook CRM."

Know How Your Team Doesn't Use CRM?

Redundant data-entry, time away from selling, and lack of user adoption all lead to CRM failure.

Avidian Transforms Outlook into a CRM Your Team Will Actually Use.

Combine the familiarity and ubiquity of Outlook with Prophet CRM—team members stay focused and in control of their data entry, while capturing what’s needed to manage customers and grow the business.

Here’s What We Do

CRM in Outlook

The familiarity of Outlook means teams use it all day. It’s the first app they open and the last one to close.

It's why we transformed it into a customer relationship management system.

When you send email, schedule an appointment, or enter meeting notes, it’s tracked automatically—providing you all the context you’ll ever need.

On-Premise & Cloud-based Software

Prophet CRM merges your inbox, contact management, and calendar information—with opportunities, stages, and records—enabling teams to capture data and analyze it in one place.

Even on the road, Outlook integrity is retained, synchronizing data for traveling employees.

View CRM in Outlook

Dedicated Professional Implementation and Support

We are Sales, Project Management, and CRM Experts.

Our professional services team is singularly accountable for your success, and they have a proven track record of thousands of implementations.

Avidian ensures you are successful, and we measure our success with you to improve your experience.

So Why Avidian?

Avidian enables you to leverage customer relationship management right in Outlook.

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A team of dedicated Avidian professionals installs and gets it adopted by the teams you need to grow your business.

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Avidian Money back Guarantee: Your Success is Our Success.

Our Customers Vouch for Avidian and Prophet CRM—over 15,000 worldwide:

Prophet created more accountability and has allowed us to manage our people very effectively, set realistic expectations of their performance, and track performance in a reliable way.

Our sales people are in Prophet’s Opportunity Manager, tracking everything. Prophet also gave the management and sales team visibility into what’s happening in everyone’s territory. Everyone across the board had access to institutional knowledge they may not have otherwise had. Thanks to Prophet, opportunities aren’t slipping through the cracks anymore.

  • Benefits of a CRM integrated in Outlook

    To develop and maintain relationships with your clients, you must remain in tune with their needs and have the capability to respond to those needs quickly and effectively. As a business owner, one of the challenges you face is determining where you get, store, and sort the information that can help you target the specific requirements of existing customers and new prospects without excessive costs or extensive training. Contact management in Outlook integrates with the existing e–mail client can help you identify where sales, support and marketing overlap, which is key to managing customer information consistently across your organization.

    Microsoft Office leads the industry as one of the most common software platforms, making Microsoft Outlook a comfortable and familiar tool used by sales forces on a daily basis. A primary benefit of utilizing a customer relationship management system that is closely integrated with Microsoft Outlook, then, is not having to change your existing workflow or applications. If you already have the server capacity to run Outlook, you will not need additional client or server hardware to integrate an Outlook based CRM. In addition, if your employees are already sending e–mails, managing contacts, and scheduling appointments using Outlook, they are likely to readily adopt a new CRM system that is based around this familiar program.

    CRM software can eliminate the redundancy of opening separate applications for e–mails, sales activity tracking, and lead generation, making a user’s life easier and reducing clutter. By working directly in Outlook, your sales staff can perform all of their key tasks and have them captured and organized within your CRM system. Not only does this get employees to accept a CRM system, it ensures customer profiles stay up–to–date and accurate company–wide. Other CRM software systems require users to copy documents and notes into a separate database so as to be able to share documents with other users or clients. These systems present an obvious disadvantage, since these files can only be accessed and edited within the CRM system. If you are using a CRM integrated with Outlook, you avoid having to copy and paste notes from one application to another. You can simply convert an e–mail into a sales opportunity, and track all relevant correspondence and documentation.

    An Outlook–based CRM can save you time and money over the alternative. When considering Outlook CRM packages, quite often, you must consider the cost of both communication and CRM software, their installations, and the necessary training for each system. If you choose an Outlook–based solution, the cost is basically reduced because your company will receive the functionality of Outlook in addition to a new built–in CRM system. Through this type of CRM, you can automate and streamline processes, which allows you to focus on marketing and sales activity, driving the success of your business.

  • Why use Outlook?

    Whether you’re a small–to–medium–sized company, and whether you’re selling one product or hundreds, organizing your sales leads, customers, appointments, and product information is essential for success. You need a software option that allows you to manage contact information, e–mails, calendars, and tasks. With so many customer relationship management (CRM) software options available, it can be difficult to determine which software packages will best meet the needs of your organization. You should consider an outlook based crm.

    You can use a CRM for Outlook to track your sales opportunities and relevant product information associated with those transactions. The software collects this information from initial contact through post–sale customer support, keeping it in one unified location. With a few clicks, you can access important information such as actual and future orders, product item numbers, and sales contact information. You can quickly review a customer’s recent activity, in addition to tracking your sales team’s interaction with that customer. You can also grant access to everyone in your organization, keeping all teams up–to–date with the latest information regarding customer activity and contact information.

    Most sales professionals spend more time in the field than sitting in front of a computer, so a good outlook based crm must be mobile. Microsoft Outlook is highly compatible with many mobile devices, making it possible for you to create and read emails, manage your calendar appointments, and take meeting notes while in the field. Being able to synchronize data online or offline using a system for relationship management in Outlook can enable your sales team to get real–time lead access, cross–sell opportunities, territory management, and forecasting and sales analytics

    Prophet CRM components also include an address book, calendar, task list and virtual sticky notes. These features are integrated with one another, allowing you to effectively manage all pertinent information, including e–mails, notes, and documents related to an account, from a single point and create links between pieces of information. As a result, you gain the ability to quickly find information and improve customer response time, ultimately resulting in cost savings and increased revenue.

  • Understanding CRM Software

    Excellent customer service forms the core of any successful business. Regardless of its size and industry, your business can benefit from managing your customer relationships more efficiently. You need to have complete and accurate customer and prospect contact information that is readily accessible. Information such as pending and past sales transactions, customer inquiries, communications with internal and external parties, and service issues and resolutions should be centralized and comprehensive. For this reason, customer relationship management (CRM) software provides critical support for your business.

    Before determining what CRM best serves you and your business, you should understand what CRM is and how it works. CRM consolidates all major areas of customer relations, such as customer contact information, client appointments, customer service issues, and marketing campaigns. In short, by helping you simplify your marketing and sales processes through an improved understanding of your customers’ needs, the Contact Manager can help you build better relationships, increase your sales, and improve customer retention.

    Additionally, integrating CRM applications into an e–mail program such as Outlook can allow you better manage customer e–mail responses and capture useful data, such as account details, sales histories, service records, campaign responses, and demographics. The best CRM for Outlook also provides analytics and reporting tools, giving you a vantage point from which you can examine company–wide operations. Outlook CRM software will enable you to create customer profiles that identify patterns and trends, and head off potential problems that may threaten new or established customer relationships. As stated earlier, customer service provides the core of a successful business, and satisfied customers are more likely to remain loyal and spend more.