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Revolutionizing CRM: Introducing Avid CRM with New Microsoft Outlook Embedded

Dear Valued Customers, Partners, and Stakeholders,

Today marks a major milestone in CRM innovation with the launch of Avid CRM, a cutting-edge platform that integrates seamlessly into Microsoft Outlook, including Outlook Classic, the New Outlook, Outlook Web App, and on browsers, tablets, Macs, iPhones, and Android devices.

Bellevue, Wa – February 12 – Today marks a major milestone in CRM innovation with the launch of Avid CRM, a cutting-edge platform that integrates seamlessly into Microsoft Outlook, including Outlook Classic, the New Outlook, Outlook Web App, and on browsers, tablets, Macs, iPhones, and Android devices. Designed for ultimate efficiency and connectivity, Avid CRM elevates customer relationship management to new heights with robust features powered by AI and comprehensive integration capabilities.

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Key Features of Avid CRM

1. Seamless Outlook Integration

  • Fully embedded in Outlook, enabling users to link emails, meetings, and tasks directly to CRM records.
  • Store emails in Avid CRM, even after deleting them from your inbox, ensuring a centralized database of all correspondence.

2. AI-Powered Sales Intelligence

  • Gain actionable insights through relationship maps to unlock warm referrals.
  • Pull prospect data from websites, LinkedIn, and KnowledgeNet.ai’s database.
  • Write highly personalized emails tailored to contacts using advanced AI technology.

3. Enhanced Email Campaign Management

  • Send and track email campaigns directly in Outlook.
  • Avoid spam filters, reduce bounce rates, and monitor campaign metrics like sent, open, click-through, and unsubscribe rates.

4. Document Automation & Personalization

  • Generate Microsoft documents from pre-defined templates with auto-filled CRM data.

5. Comprehensive Integration Capabilities

6. Developers can build custom applications to automate and streamline tasks in cloud-based applications.

“Our suite of business applications are designed to help customers save cost and run business more efficiently. Making the small and medium business successful through data-based, AI -driven and collaboration-centric is our singular vision with Avid CRM and other suite of products. As customers become increasingly selective and prioritize adoption of tech tools based on cost and ROI, our CRM software with clear return through cost savings along with white-gloved service approach has resonated well with this segment and we are just getting started. Our newly released CRM takes advantage of the new Outlook features giving us an edge to further drive adoption and growth. The Avid CRM for new outlook also paves the way for our upcoming releases of Document Management and ERP software conversing into one experience and enabling users to accelerate innovation,” stated Nitin Saxena, Avidian Technologies Chief Executive Officer.

By joining forces, we are poised to redefine the tech landscape, offering a comprehensive suite of solutions that leverages the best of both companies.

Top 5 Features of the New Microsoft Outlook The release of Avid CRM coincides with the updated Microsoft Outlook, which introduces game-changing features:

  1. Microsoft 365 Integration: Effortlessly connects with Microsoft 365 applications like Loop and Viva for streamlined workflows.
  2. AI-Powered Copilot: Automates tasks like drafting emails and summarizing content, boosting efficiency.
  3. Modern Themes: Offers a visually appealing and customizable interface.
  4. Enhanced Search: Improved search capabilities for faster access to emails, contacts, and files.
  5. ‘My Day’ Integration: Combines calendar events and tasks into a consolidated inbox view for better time management.

“It is a well-known fact that one of the biggest challenges with CRM is gaining end user adoption. Avidian helps solve this problem by building our CRM into Microsoft Outlook. We chose Outlook as a platform for the CRM because people are in Outlook, day in and day out. Think about it…. Outlook is often the first application they open in the morning and the last one they close at night, if they close it at all! Now, Avidian is delighted to announce Avid CRM, the next generation of Avidian CRM with the support of Microsoft's New Outlook, Outlook Web App and access to your CRM through virtually any browser. Avid CRM also offers optional powerful AI powered prospecting and data enhancement capability. This provides access to over 180 million contacts, the ability to create contacts from LinkedIn, Websites and Emails,” stated Warren Stokes Director of Sales & Marketing for Avidian Technologies.

By joining forces, we are poised to redefine the tech landscape, offering a comprehensive suite of solutions that leverages the best of both companies.

The Value of CRM Embedded in Outlook By embedding CRM functionality into Outlook, businesses create an all-in-one tool that combines communication, organization, and relationship management in a single platform.

1. Familiarity and Ease of Use

  • Users operate within a familiar platform, reducing training needs and encouraging adoption.
  • Consolidates CRM tools into one interface, eliminating the need to toggle between applications.

2. Seamless Workflow Integration

  • Links emails, meetings, and tasks to CRM records in real time.
  • Centralizes communication, ensuring users can manage customer interactions without leaving Outlook.

3. Powerful AI Capabilities

  • Provides AI-driven insights like relationship maps and lead recommendations directly within Outlook.
  • Enables smarter email personalization and analytics, turning Outlook into a productivity powerhouse.

4. Improved User Adoption Rates

  • Familiarity with Outlook ensures higher adoption, reducing implementation time and delivering faster ROI.
  • Requires less training compared to standalone CRM systems.

5. Competitive Advantage

  • A one-stop solution for communication, customer management, and data insights.

Prophet CRM has evolved into the more advanced and feature-rich Avid CRM. Existing Prophet CRM clients can continue using the platform with full support and service. This transition reflects Avidian Technologies' commitment to innovation and providing clients with cutting-edge CRM solutions.

Avid CRM will continue having human support for Avid CRM Human support for a CRM provides invaluable assistance with complex issues, personalized guidance, and rapid resolution of critical problems, ensuring businesses maximize their CRM investment and achieve optimal results.

By joining forces, we are poised to redefine the tech landscape, offering a comprehensive suite of solutions that leverages the best of both companies.

Availability and Pricing Avid CRM is now available for businesses worldwide. For pricing, a product demo, and more information, visit www.avidian.com or contact Warren Stokes at 1-855-284-3426.

About Avidian Technologies Avidian Technologies is a trusted leader in CRM solutions, dedicated to empowering businesses to build stronger customer relationships and drive revenue growth. With the rebranding of its flagship product, Prophet CRM, to Avid CRM, the company continues to deliver seamless CRM functionality directly within Microsoft Outlook. Avid CRM integrates cutting-edge AI-powered insights, intuitive tools, and robust features to streamline workflows and enhance productivity for sales and customer management teams.

Avidian is committed to providing innovative, user-friendly solutions that help organizations across industries achieve their business goals. With a focus on simplifying CRM processes and maximizing efficiency, Avid CRM is designed to meet the evolving needs of modern businesses.

For more information, visit www.avidian.com.

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