How to Get Organized and Get Things Done
Using Microsoft Outlook, Excel and Prophet CRM Contact Manager
How to Manage Your Sales Pipeline with Prophet CRM
In this webinar you will learn how to:
Create Opportunities and Manage your Sales Pipeline
* Set Automated Follow Up
* Send Personalized Group Emails
* Generate Pipeline Reports
You will see how to get Opportunities into Prophet:
* From Existing Outlook Contacts
* From Prophet Company Records
* Drag and Drop from inbound Emails
Automation is the Key to Follow-Up!
* Automatically Follow up for Leads, Contacts and Opportunities
* Drip Campaigns
* Set it and Forget It!
Complete Demonstration of Prophet CRM Episode 2
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Complete Demonstration of Prophet CRM Episode 2
In this webinar you will learn about all the primary functions of Prophet CRM:
> Contact & Account Management
> Sales Pipeline Management
> Automated Follow Up
> Reporting & Analytics
You will see how to get Data into Prophet:
* From Existing Outlook Contacts!
* Company Records are created Automatically!
* Drag and Drop from inbound Emails
Automation is the Key to Follow-Up!
> Automatically Follow up for Leads, Contacts and Opportunities
> Drip Campaigns to Contacts or Accounts
> Set it and Forget It!
> Send Personalized Group Emails
All with Outlook !
About the Presenter
Warren Stokes has over 15 Years of Sales Management experience
Helped over 900 Companies Grow their Businesses with Prophet
Holds 2 US Patents, 1 Patent Pending in Sales Automation
Over 1.2 Million views of his Outlook and CRM Webinars on YouTube
Complete Demonstration of Prophet!
This Outlook CRM Webinar series has over 1.2 million views on YouTube.
The topics covered will be useful regardless of whether to are already a Prophet user or considering Prophet CRM.
In this webinar you will learn about all the primary functions of Prophet CRM:
- Contact & Account Management
- Sales Pipeline Management
- Automated Follow Up
- Reporting & Analytics
You will see how to get Data into Prophet:
- From Existing Outlook Contacts!
- Company Records are created Automatically!
- Drag and Drop from inbound Emails
- Easy to Import Data from Excel
- Mass Update Records
- Website Form Integration
- ERP / Accounting Integration
Automation is the Key to Follow-Up!
- Automatically Follow up for Leads, Contacts and Opportunities
- Drip Campaigns to Contacts or Accounts
- Set it and Forget It!
- Send Personalized Group Emails
All with Outlook !
About the Presenter
Warren Stokes has over 15 Years of Sales Management experience
Helped over 900 Companies Grow their Businesses with Prophet
Holds 2 US Patents, 1 Patent Pending in Sales Automation
Over 1.2 Million views of his Outlook and CRM Webinars on YouTube
#8 Seven Secrets of Excel. Top Tips and Tricks for Microsoft Excel 2016
The topics covered will be useful regardless of your level of Excel skills. Guaranteed or your money back! Actually, there is no charge. I provide these Webinars as a service to help people become more productive. Learn how to better Understand Key Excel Functions, Maximize your Excel Skills in Minutes, Save Valuable Time, Enhance Your Productivity, Impress Your Friends…..Get a Better Job!
This is a great Webinar for Prophet CRM users since Prophet makes it easy to export from Excel.
Seven Secrets of Excel
In this webinar you will learn:
- How to Create a Decision-Making Tool in Excel
- How to Create Dropdown Lists & Quote Forms
- Detecting and Removing Duplicates
- Conditional Formatting in Excel
- Combining Data in Excel (First Name, Last Name)
- Basic Excel Functions (Formatting Tips, Common Formulas, Linking Cells)
- Creating Powerful Charts in Excel – Quickly
All within Microsoft Excel!
“Management is often guilty of demanding too much data; and worse yet, expect their busy salespeople to enter all that data.”
#7 How to Structure, Manage, and Gain Actionable Insight from your CRM Data.
This Outlook CRM Webinar series has over 1.2 million views on YouTube.
In this webinar you will learn:
Best Practices for Structuring your CRM Data and for Making Data-Driven Decisions
- Best Practices for Structuring your CRM Data
- How to Automatically Capture CRM Data
- The “What” and the “So What” of CRM Data
- How to Inspect what you Expect
- How to use Analytics Dashboards and reports to Gain Actionable Insight
As a result you will be able to answer these key questions:
- Which Rep Generated the Most Activity?
- Which Clients Saw the Most Activity?
- How Much New Business was Booked Goal?
- How Long is my Sales Cycle?
- What is my Sales Forecast?
- What are my Lead Conversion Rates?
- How Many and what type of Sales Activities Does it Take to Close a Deal?
All with Outlook !
Learn how to Sell your Way Out of these tough economic times
#6 – How to Increase your Sales Quickly with High Velocity Lead Capture, Tracking and Reporting
In this Webinar you will Learn how to Sell your Way Out of these tough economic times.
Capture Leads from your Website
- Leads are Instantly Injected into Prophet in Real Time
- Contacts, Companies and Opportunities are Created Automatically
- Email Notifications are Instantly sent to the Manager
Manage Leads in your Sales Pipeline in Outlook
- Track in Prophet CRM
- Report and Analyze with Prophet Analytics Dashboards
- Automated Follow up for Leads, Contacts and Opportunities
- Drip Campaigns to Contacts or Accounts
- Receive Updates and reports Automatically
All within Outlook!
#5 – How to Tame your Outlook Inbox – Top Tips and Tricks for Microsoft Outlook 2016
#4 – How to Create and Automate a Consistent and Repeatable Sales Process
In this Webinar you will learn the seven secrets that Outlook Experts and Productivity Gurus have used for years to increase their productivity.
These simple tips and tricks will dramatically Improve your Productivity, help you Get More Organized and Save valuable Time!
In this webinar you will Learn How to Create and Automate a Consistent and Repeatable Sales Process, and Implement it in Prophet CRM.
“I am often struck by how many companies do not have a documented sales process. This is a mission critical process for all businesses.”
• Benefits of a Consistent Process
• Sales Process Design Best Practices
• Sales Process Design
• Using Automation to Ensure Repeatability
• Using Analytics to Refine the Process
• All within Microsoft Outlook!
#3 – Seven Secrets of Great Sales Management
In this webinar you will Learn Strategies Using Prophet CRM to Effectively Manage your Sales Team.
• Key Concepts for Sales Management
• Track Key Performance Indicators
• Ensure Proper Follow Up
• Key Concepts for Lead Management
• Gain Actionable Insights into Your Sales Pipeline
• Create “Set It and Forget It” Automated Follow-up
• Dashboards to Inspect What you Expect
• All within Outlook!
#2 – Learn the Seven Secrets of Great Sales Pipeline Management
In this webinar you will Learn Strategies Using Outlook and CRM to Effectively Manage your Sales Pipeline.
• Capture leads • Track opportunities • Gain Visibility of your Sales Pipeline • Generate Accurate Forecasts • Gain Actionable Insights into Your Sales Pipeline • Create “Set It and Forget It” Automated Follow-up • All within Outlook!
#1 – Learn the Seven Secrets of Great Contact Management
In this webinar you will Learn Strategies Using Outlook and CRM to Effectively Manage your Contacts.
• Easy Ways to Create Contacts • Sync your Contacts with your phone, laptop, desktop and home computer • Using Custom Contact Fields • Create “Set It and Forget It” Automated Follow-up • Manage Your Contacts by Your Priorities • Importing Contacts from Excel • De-Duping Contacts