Financial companies deal with large amounts of data while managing the concerns of a plethora of clients. To manage this flow of information and requests, a CRM is a game-changer. A proper CRM can give you the benefits of data visualization: See what your returns are, track the profitability of projects, and identify your bottlenecks. Meanwhile, it streamlines your communications process, cutting down on wait times and freeing up space to make strategic decisions. However, the process of adopting a new CRM can be daunting. They can be expensive and may offer a wide range of features that your employees simply won’t use. With Prophet CRM, the narrative changes. As the first completely Outlook integrated CRM, Prophet offers cutting edge and simple features in a familiar format.
Prophet is an Easy to Use, Fast to Implement CRM and Contact Manager embedded in Microsoft Outlook.
Prophet CRM’s Key Features
- Centralizes and Syncs your Contacts across all devices
- Automatically Tracks all Emails, Appointments and Tasks
- Multi-Tier Parent Child Company relationships
Sales Pipeline Management
- Lead Management
- Website Lead Form Integration
- Automated Follow Up
Reporting and Analytics
- Graphical Dashboards
- Report Writer
- Easy Export to Excel
All inside of Outlook!
As a finance firm, a quick and efficient system for capturing leads and getting new clients is essential. Prophet CRM’s sales automation templates give you the ability to turn email exchanges into a full-blown project with a few simple clicks. Through Outlook’s contact system, Prophet CRM can automatically generate email reminders, tasks, and appointments. These features will make client acquisition and follow through a natural part of your workflow. This means that once you become fluent with this additional toolset, you won’t have to worry about micromanaging your clients. Set up your automated sales pipeline with Prophet CRM and give yourself the room to focus on what you do best.
Part of what makes Prophet CRM so powerful is its versatility. We know your projects vary and can get difficult to organize. With Prophet’s customizable template functionality, you can set your own pace and objectives. Functioning similarly to a sales pipeline, having a template for your different projects will automatically set up reminders and tasks necessary for getting the job done. Keep things clean and efficient with Prophet CRMs project management.
Meanwhile, Prophet has the following toolset for tracking your progress in a project:
- Track Project activity and notes
- Save views based on specific stages, statuses, users, and any user defined fields
- Assign tasks and manage follow up items in one view to ensure project follow through
- Automate and assign workflow templates to your business process for quick follow-up
- Link quotes, emails, PDFs, word documents, images, appointments and tasks to your records
- Communicate project updates with team members who have access to Prophet
- Track project success/failures and reasons why for future business development
- These extra features give you the ability to track resources such as tools and supplies while also ensuring that everyone on your team is up to date and in the know on current projects.
Data analysis and reporting are a key part of any CRM. The ability to visualize data from past projects through charts and models can help a great deal in further improving and refining your operations. See where people are getting bogged down with activity reports or figure out which projects are the most profitable with our intelligence reporting. Even better, if you feel that you need a reporting model more specially tailored to your needs, feel free to reach out to our custom reporting team.
Prophet Analytics Dashboards answer these questions:
- How Much Revenue is in the Sales Pipeline?
- When will the Revenue come in?
- Are the Sales Reps Updating their Opportunities?
- How Many Quotes were Sent?
- What is the Total Quote Backlog?
- What is the Sales Forecast?
Ease of Use
Prophet CRM isn’t as complicated as some of the other CRMs on the market. It excels at what it does and prioritizes simplicity, accessibility, and convenience above all else. Streamline everything from your lead and client management to your project workflow with Avidian. We are proud to be experienced partners with many finance firms, and we hope to be able to be of service to you as well.
Join the thousands of Avidian customers who have discovered the Prophet CRM difference. Our formula for success is simple at Avidian: Make our customers successful.
Cited below are our various case studies of companies that span different industries and range greatly in company size, yet all have one common theme: Prophet CRM has played a significant role in helping them understand and grow their business. We invite you to read through these case studies and see how the problems Prophet CRM resolved for them might apply to you. The detailed case studies may be accessed here: https://www.avidian.com/customers
Industry:Construction, Company Size:+/-200 EmployeesProphet CRM Customer Since2009
Eric’s team worked closely with Avidian’s professional services team to implement Prophet CRM, customizing the interface to effectively track customer and related construction opportunity data, information management needed to help drive the business forward. “As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. “Prophet just works, and their supporting services are good” — which is refreshing considering the everyday challenges we face as an IT service company.”
Eric, VP of Information Technologies at Alston Construction
“When we made the switch to Prophet from simply using Outlook it took our prospecting game at WestCMR to the next level. The data we were suddenly able to massage and extract allowed us to more accurately track successes geographically and by Health System, as well as better measure success rates by sales consultant.
We were impressed and continue to be working with a team from Avidian who genuinely cares as much about who we are as what we do, all the while showing interest in our mission to reduce the massive waste in healthcare. They are true partners.
It’s easy to assume and correlate that this has all contributed to or enjoying five years of consistent double- digit growth for our business enterprise, a trajectory we are convinced will only continue. My sales team and I would enthusiastically recommend Prophet and Avidian to anyone looking to make a move to a CRM platform that is user friendly and well supported.”
Randy Ware, Founder and CEO-Emeritus, WestCMR
Industry: Manufacturing and Distribution, Company Size: 2800 Employees, Prophet CRM Customer Since 2014
“Prophet has helped us not only make more sales calls, but also to make those calls more targeted.” It has improved our communications to the team and customers. It helps us track customer obligations and then follow through on those obligations. When a salesperson follows through on a customer obligation, they are a hero. If they don’t, well, then they are a bum. “Prophet helps my team be heroes.”
Gary, National Sales Manager, Motorcar Parts of America
Industry:IT Services, Company Size:15 Employees,Prophet CRM Customer Since 2010
Tom describes Prophet CRM as BIS’s lifeblood today. User adoption isn’t a problem at BIS–everyone in the company considers Prophet CRM as a part of the job and has needed no extra budging to keep it updated. “Prophet CRM…has grown BIS and its accounts by 65% of revenues.”
Tom, Principal of BIS Corporation
Industry: Manufacturing, Company Size: +/- 70 Employees, Prophet CRM User Since 2011
“We needed an application that looked and felt like something my team was already familiar with…Prophet helps us keep focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow.”
Charlie, President of Tyoga Container Company