Integrate with your business applications using Prophet CRM
Prophet CRM empowers an organization to create and capture a wealth of information describing how the organization interacts with its customers. CRM integration with other business systems helps your firm build better workflows and processes.
Today’s leading organizations ensure that every employee is able to confidently take action, make decisions, and interact with customers based on the company’s latest information. A single shared source of “truth” promotes better decision making, transparency, and trust. Prophet CRM employs sophisticated, but easy to deploy, services to enable real-time integration between Prophet CRM and any of your critical business applications.
Solution Integrating your Financial and CRM systems. Now let’s look at the same scenario but this time your financial and CRM systems are sharing data real-time. In this scenario, your Sales Rep receives an automatically generated alert when his customer’s account is brought current in the financial system. With a few minutes to spare in an otherwise very busy day, your Sales Rep proactively calls the customer to thank her for the payment. During the call, your Sales Rep learns of the requirement for new products, and quickly works with the customer to close the very timely quarter-end deal that happens to put the company over goal for the fiscal quarter.
Scenario Imagine one of your customers sent a wire this morning to bring their account current. Your Accounts Receivables team credited the account in your financial/ERP system classifying the customer in good standing. Excited to finally be current, the customer calls their sales rep to buy those extra products she has needed for months. Your sales rep sees the call come in but is very busy as today is the last day of the fiscal quarter. Your sales rep decides not to answer as he can only afford to spend time with customers that are able to buy today. Opportunity wasted.
- Reduce/eliminate administrative burden
- Improve accuracy and transparency
- Inspire customer confidence
- Share data and insights in a timely manner to promote visibility across the organization
- Improve forecasting
- Better decision making
- Contextualize data
- Engender accountability & trust
Connect to Cloud Based Apps
Prophet’s open API is perfect for connecting cloud-based services and other platforms. Developers can leverage the API to create applications and services which connect to Prophet CRM. Easily integrate with other platforms using powerful tools such as Zapier, Scribe Online, Informatica and Apiant.