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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Pipeline Automation Suite

Turbo Charge your Sales Team!

Your team should always be hunting the next sale. These tailored notifications and opportunity automations keep the team’s goals in front of them and keeps sales leaders appraised of progress forward.

Pipeline Automation

Web Form / Lead Integration

    • – Creates contact/company/opportunity

    • – Notifies admin for assignment 

Roll Deals Forward

    • – Pushes past due Opportunities forward

    • – Auto-notates record change

    • – Optional email notifications 

Close Stale Deals

  • – Dead Opportunities marked “On Hold”

  • – Auto-notates close reason

  • – Optional email notifications

Deals Closing This Period

  • – Monthly or quarterly periods

  • – Email to opportunity users

  • – Sent twice per month     

When an Opportunity is Won/Lost

    • – Email to users or managers

    • – Includes Opportunity  general fields

    • – All or only high-value Opportunities

When Opportunities enters stage

    • – Up to three specified stages

    • – Sent to users or managers

    • – Optionally updates probability 

Pipeline This Period

    • – Monthly or Quarterly

    • – Sent to admins or managers 

Stale Deal Warning

  • – Alerts users to lagging opportunities

  • – Auto-notates lag warning

  • – Optional admin notifications

Want to get started with faster sales?

Let us know below! or Email [email protected]

    https://www.youtube.com/watch?v=90Y8DGWdAuE&ab_channel=WarrenStokes

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      Avidian Technologies

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      Bellevue, WA
      98004

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