Here are a few Prophet tips and tricks you are sure to appreciate!
Barry McDonough
“Integrations help to speed along sales cycles by ensuring that all systems are in sync.”
Learn more about Integrations here
Integrations reduce manual and redundant entry of information while keeping important customer information accurate and up to date. Prophet CRM has an open API allowing it to integrate with thousands of business softwares.
- Website Integrations
- Marketing Mailer Integrations
- And many more!
Donnita Weese
“One of the hardest things about CRM can be keeping records up to date. Prophet’s Pipeline Automation Suite helps to keep your pipeline moving while you are taking care of business.”
Learn more about Pipeline Automation Suite here
Pipeline Automation schedules email notifications that keep you up to date on what is in your pipeline; allowing you to stay on top of your current commitments.
- Dialed in forecasting
- Lead email notification for a quicker response
- Much, much more
Mark Foltz
“The custom reports and analytics help sales teams to become smarter and more effective every day.”
Learn more about Custom Reports here
Custom Reports are tailored analytics and dashboards which help users and managers gain additional insight into activities, pipeline segments, and key metrics.
- Each field in Prophet is reportable
- Slice and dice your data by segments that make sense for your firm
Iris Stokes
“I love Prophet’s Group Email functionality for quick and easy personalized emails to offer my clients training!”
Learn more about Group Email here
Group Email is a 1:Many communication, useful for addressing many clients with a common need. It makes your client feel as though you took the time to send them a personalized message and saves you time too.
- Personalized email salutation
- Simple and helpful outreach or follow up
Luke Hagen
“Prophet’s FileGen feature does most of the work for you when it comes to creating customized quotes, proposals, etc. with a click of a button!”
Learn more about Prophet’s FileGen Functionality
Prophet’s FileGen functionality pulls valuable information you capture at all Prophet record levels; and feeds it into a standardized form that includes your branding in a familiar layout; reducing manual and duplicate entry when producing quotes, proposals and more.
- Product and Services can also be fed into your document to reference items ordered
- Easily PDF’d and ready to deliver to your client
We hope that you have found “Our Prophet Picks” helpful. If you would like to learn more about additional Prophet features submit those requests below! We’d love to hear from you!