Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

Avidian Introduces New Design and Features for Prophet CRM

Bellevue, Washington — December 1st, 2020 — Today Avidian announced various new features and enhancements to our Prophet CRM product, creating more value for our customers. 

As the first CRM fully integrated into Microsoft Outlook’s platform, Avidian continues to enable Outlook users to improve their experience, leading to high adoption and positive impact on their success. In the past few months, we have invested in significant improvements of our products and have accomplished the following: 

•  User Interface: Updated Prophet client user interface and controller to provide a fresh look and feel. 

•  Auto-Linkage: Provided users the ability to link emails, appointments, and tasks to contacts and companies so they can improve productivity and useability. 

•  Power Analytics: Provided easy-to-use and powerful tools to get key critical data to client fingertips and assist them with strategic decisions. 

•  Non-Administrator Installer: Streamlined Prophet CRM software installation with a faster and more flexible onboarding experience. 

•  General Tab and Data Type: Allowed clients to customize selected fields in the General Tab and added two new data types for all user defined fields. 

•  2nd Version of Mobile App: Following our mobile release on both iOS and Android in early September 2020, we have continued to improve our mobile app experience with bug fixes and enhancements. 

“A great product is one of our key strategic assets to creating better customer experiences and values. We are committed to improving our existing product and investing in new products,” said Y.P. Chan, CEO. 

About Avidian

Founded in 2005 in the Seattle metro area of Washington state, Avidian is an employee-owned company that provides a CRM solution embedded directly within Microsoft Outlook. Prophet CRM’s singular focus is to deliver a simple and valuable tool that helps our customers get and stay organized with maximum end user adoption.  

For more information, press only:

For Avidian Media Relations, please contact at (855) AVIDIAN, Email at [email protected]

Note to editors: For more information, news, and perspective from Avidian, please visit the Avidian News Center at http://news.avidian.com. 

Avidian Technologies
10800 NE 8th Street, Suite 918 Bellevue, WA 98004		Phone:
855-AVIDIAN
Fax:
206-686-3001
www.avidian.com

Auto Linking a Contact’s Email to an Opportunity

One of the most useful features in Prophet CRM is the ability to Auto Link a contact’s email address to an Opportunity. This will allow all emails going through your inbox from those emails to be linked to and accessible from the Opportunity.

Each unique email address can only be Auto Linked to one opportunity at a time, if there is a contact associated with multiple active opportunities, you will have to pick one as the primary record that the emails will be linked to.

If you have a build older than 7.8.300, you will need to upgrade to the latest version otherwise you will only be able to Auto Link contacts one at a time.

Click here for steps on how to update to the latest version of Prophet CRM.

How to auto link an individual contact to an Opportunity record in Prophet CRM.

Back to Prophet CRM Beginner’s Guide

Step One: Open up the opportunity record you would like to Auto Link the contact to.

Step Two: Click on the Contacts tab near the top of the Opportunity and check the box in the “Auto Link Emails” column for the contacts whose emails you would like Auto Linked. If the contact is already Auto Linked to another opportunity, a prompt will appear making sure you want to overwrite the previous link.

Step Three: Once you are done linking the contacts to the record, make sure to save the Opportunity to preserve the settings.

How to auto link all contacts associated with an Opportunity record in Prophet CRM.

Back to Prophet CRM Beginner’s Guide

Step One: Open up the opportunity record you would like to Auto Link all the contacts to.

Step Two: Click on the Contacts tab near the top of the Opportunity and click on the “Auto-Link All” button. All contacts with an email address will have their “Auto Link Email” box checked. If the contact is already Auto Linked to another opportunity, a prompt will appear making sure you want to overwrite the previous link.

Step Three: Once you are done linking the contacts to the record, make sure to save the Opportunity to preserve the settings.

Congratulations! You’ve just Auto Linked contact to an Opportunity!

Prophet 7.8.207 Release Notes

Release Date: May 23, 2020
Prophet CRM Version: 7.8.207
Components Updated in this Release: Prophet Server, Client and Database

Update Process:
Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1st through the 5th of each month following the release of a new update. If you wish to update immediately, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu or you may download the update directly from www.avidian.com/install/clientupdate.

Prophet OnPremise (POP) clients should reach out to their IT department as this update does require an update to the Prophet Server and DB before the clients may be updated. Prophet Support would be happy to assist with the update of the Prophet Server. Please reach out to them by email at [email protected] or by submitting a Support Request.

What’s new in this version?

  • Fifteen additional fields were added to the Products/Services tab in the Opportunity record. The fields can be configured as dropdown menus, date fields, and text boxes all customizable through www.ProphetOnDemand.com.
  • All fifteen additional Product/Service fields will be fully available through our API for integrations and reporting.
  • Fixed the data type display error for existing Group and Product/Service fields.

Please check out our pages historical release notes and status updates here:
Release Notes: https://www.avidian.com/support/release-notes/
Status Page: https://status.avidian.com

Prophet 7.8.200 Release Notes

Release Date: April 25, 2020
Prophet CRM Version: 7.8.200
Components Updated in this Release: Prophet Server, Client and Database

Update Process:
Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1st through the 5th of each month following the release of a new update. If you wish to update immediately, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu or you may download the update directly from www.avidian.com/install/clientupdate.

Prophet OnPremise (POP) clients should reach out to their IT department as this update does require an update to the Prophet Server and DB before the clients may be updated. Prophet Support would be happy to assist with the update of the Prophet Server. Please reach out to them by email at [email protected] or by submitting a Support Request.

What’s new in this version?

  • During a full installation, the “Working Contact Folder (WCF)” prompt will be skipped for existing users who already have a WCF set.
  • Fixed an issue where a Right Click will show the spell checker on incorrect words and show the edit menu in the text box when the mouse is not hovering on misspelled words.
  • UI Pagination in www.ProphetOnDemand.com will be shown in Internet Explorer when ran in compatibility mode.
  • Fixed an issue where Outlook sometimes locks up when synchronizing your WCF.
  • Sales Assistant Automations set for a “0” day delay will be triggered immediately.
  • Adjusted the timeout for Prophet Dormant/Restored notification, selecting “Edit View” and Advanced Search fields.
  • Fixed a bug that sometimes caused the Prophet Contact Builder window to appear even when creating a contact in a folder not registered with Prophet.
  • Fixed an issue causing a false error message to appear when successfully assigning a record to a user.
  • Added the ability to turn access to the Standard Embedded Analytics Reports on or off for users through www.ProphetonDemand.com.
  • Fixed a bug that sometimes occurred when merging company records and the company name was not updated in Outlook.

Please check out our pages historical release notes and status updates here:
Release Notes: https://www.avidian.com/support/release-notes/
Status Page: https://status.avidian.com

Last Activity Report

Stay in touch with your best customers

The Last Activity Report provides the user with the last time any activity has occurred with a Prophet CRM company. The activity could have occurred with any Contact or Opportunity associated with the company.

Use Cases:

  1. See last interaction date with top-revenue accounts (Sort by Won Opp Revenue)
  2. See accounts with largest outstanding/Active Revenue and the date of last activity (Sort by Active Opp Revenue)
  3. See accounts which haven’t been touched in the longest period of time (Sort by Days Since Last Activity)
  4. See User’s last activity date (Sort by Last Activity User)

Report Specs:

  • Columns: Company Name, Days Since Last Activity, Active Opp Revenue, Won Opp Revenue, Last Activity Type, Last Activity User
  • All columns are sortable
  • Report can be exported to .CSV from Power BI Client

Get the Report!

Fill out the form below and one of our associates will reach out to schedule delivering this report.

    Prophet 7.8.120 Release Notes

    Release Date: March 2, 2020
    Prophet CRM Version: 7.8.120
    Components Updated in this Release: Prophet Server and Client

    Upgrade Process:
    Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1st of each month following the availability of a new update. If you wish to update immediately, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu or you may download the update directly from www.avidian.com/install/clientupdate.

    Prophet OnPremise (POP) clients should reach out to their IT as this update does require an update to the Prophet Server before the clients may be updated. Prophet Support would be happy to assist with the update of the Prophet Server. Please reach out to them by email at [email protected] or by submitting a Support Request.

    What’s new in this version?   

    • Fixed an issue where a window would not expand fully during installation on 32-bit versions of Outlook.
    • Fixed an issue where Prophet erroneously timestamped “assigned to” for existing users when assigned to another user.
    • Notes created when assigning companies can now be disabled via settings.
    • POP password reset emails fixed.
    • Prophet Instant service has been restored.
    • Fixed messaging issue in the Prophet Update service that would incorrectly report an update as failed when it had succeeded.
    • Improved update flow for users initializing the update as an Administrator.

    Please check out our pages historical release notes and status updates here:
    Release Notes: https://www.avidian.com/support/release-notes/
    Status Page: https://status.avidian.com

    Website integration with Prophet CRM

    Integrate your website with Prophet CRM 

    Prophet CRM helps your team to manage their Contacts, Companies, and business Opportunities through Outlook. Integrating your website with Prophet CRM allows your team to execute their tasks more efficiently and provide a better customer experience.

    Integrating Prophet CRM with your website will help your team:

    1. Provide a better customer experience

    Top sales and customer teams understand that response time to a customer or prospect’s inquiry is paramount. Quick engagement from your team to the end-client creates the best experience for your client, ensuring continued business.

    2. Complete objectives more efficiently

    Once the CRM tracking is plugged into your website, customer data from lead forms will be automatically sent straight to the integrated CRM system. This eliminates manual data input and reduces a significant amount of administrative overhead. Additionally, this helps prevent missed leads created through marketing efforts.

    3. Create higher quality data and profile information

    The best source of information about your customer is your customer! High-quality forms which capture pertinent customer details can be sent directly to the Prophet CRM database, helping your representatives to reach out with the best information.

    4. Increase sales revenue 

    Sales teams benefit from higher quality of data and improved response time to customer issues by creating a high-touch customer-focused environment. This is essential for increasing revenue and gaining confidence from business partners.

    Want to get started? Let us know!

      Comparing Outlook Customer Manager and Prophet CRM

      Prophet-CRM-works-how-you-work

      What to use next after OCM?

      Microsoft’s Outlook Customer Manager (OCM) is coming to an end of its run as a lite CRM solution embedded in Outlook. Microsoft has published that it will cease to support OCM in June 2020.

      Outlook Customer Manager provided incredible benefit to firms in the the 1-5 CRM user space by allowing users to manage daily business sales and marketing operations through Outlook. OCM’s essential Outlook integration helped to simplify these functions, consolidating efforts into a single portal rather than multiple softwares.

      If you are a small business owner you may be wondering where to turn for a sturdy and simple CRM replacement.

      Fortunately, firms using OCM can easily transition to Prophet CRM, the leading provider of Outlook-based CRM. As with OCM, Prophet CRM users can manage pipelines with opportunities and projects within Outlook. Teams can consolidate deal-specific information and interaction for collaboration, and managers can have a high-level view of all the functions within the business.

      For Outlook Customer Manager users who are comfortable within the Outlook interface Prophet CRM provides a familiar and recognizable experience. This allows onboarding to Prophet CRM to be quick and easy for transitioning OCM teams.

      What can you do with Prophet CRM?

      • Contact Management
      • Account Management
      • Opportunity Management
      • Relationship Management
      • Pipeline Reporting
      • Activity Reporting
      • Sales Automation
      • Workflow Automation
      • Document Generation
      • Email Tracking
      • Track Notes and Meetings
      • Plan Next Steps

      Contacts, Companies, and Deals

      Outlook Customer Manager and Prophet CRM follow a similar database format, categorizing individual records as Contacts, Companies, or “Deals/Opportunities.” The comparable format will allow for OCM users to easily transition information from OCM to Prophet CRM. Additionally, teams will not have to change the familiar language and processes to accommodate an unfamiliar solution.

      OCM users will be pleased to find that Prophet CRM offers a similar “Excel-like” interface where they can easily filter and select records. As with OCM, Prophet CRM provides the user flexibility to create multiple custom views to explore and recall information from the database.

      CRM Reporting – The Big Difference

      The primary differentiator between Outlook Customer Manager and Prophet CRM is the incredibly detailed pipeline and activity reporting Prophet CRM provides. Through Prophet CRM managers have access to traditional PDF-style reports or modern analytic reports to measure their team’s progress.

      Prophet CRM utilizes embedded Power BI, enabling users to see trends in their key metrics. These reporting tools enable sales and project teams to visually reflect KPI’s related to customer interaction, pipeline conversion, and team productivity towards goals.

      Mobile CRM

      Both Outlook Customer Manager and Prophet CRM offer mobile apps to assist teams on the go. OCM and Prophet CRM’s mobile applications are separate environments from the Microsoft Outlook mobile application.

      Contact an OCM Migration Specialist