CRM Software Educational Resources

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Find Prophet CRM tools, documentation, and videos, plus other industry resources to help you learn about customer relationship management. These CRM resources will help you expand your knowledge of what’s important to know and how to consider implementing a CRM solution within your business.

Before you decide to adopt a CRM, read what we have developed. The growth of customer relationship management is projected to expand globally to $36 billion by 2017. Depending on the authority, it is estimated that anywhere between 30-70% of all implementations fail to succeed for one or more three key reasons: user adoption, failed expectations, lack of sufficient planning.

Prophet CRM Instructional Videos

What is Prophet?

See how Prophet eliminates the need for duplicate entry and works in parallel with Microsoft Outlook.

Contact Manager

Learn how Contact Manager turns Outlook into a true customer relationship management tool. Contact Manager keeps your Outlook information up-to-date, enhancing the capability to track communications to clients and focus more time on sales vs say duplicate data-entry.

Opportunity Manager

Opportunity manager enables you to create an opportunity from a contact, email or from scratch. Customize and group opportunities based on how you want to see your funnel and keep track of which opportunities require follow-up.

Sales & Workflow Automation

Prophet is customizable to your business. Learn how workflow automation will save you significant time managing your customers and prospects by reminding you to perform key tasks and automating them when you do. Learn how to set up campaigns depending on the type of customer or contact you need to reach.

Report Manager

Learn how convenient Prophet develops sales reports on the fly and how you can set them up to share actionable insight into your business productivity.

CRM Resources

If you want to learn more about CRM and it’s application to specific industries these resources will expand your knowledge and help you make the right choice, when the time comes to implement one for your business.

Ultimate Help Guide to Outlook

When used properly, Outlook can dramatically improve your productivity by reducing the number of small decisions you have to make and streamlining the repetitive tasks that can eat up huge chunks of your day. In other words, it reduces the incidence … Read More.

How to Use Excel

Excel offers a matrix platform where you can enter and transform data into formatted information. Whether you want to create charts, analyze trends in data points, clean data, automate a task, or run a complex system of equations, Excel can help you quickly … Read More.

Helpful Outlook Resources

Microsoft Outlook is one of the most powerful and popular email management programs in the world. From setting up simple inboxes to automating advanced work processes, Outlook can help your business be more organized and efficient during day–to–day … Read More.

Mastering the Email Follow-up

Mastering the Email Follow-up Converting leads into customers is one of the biggest challenges that companies face today. A 2007 study of over 400,000 telemarketing records revealed that it took an average of about 4 (3.68) cold call attempts to reach a prospect … Read More.

Sales Resource and Guide

The most successful sales people know they’ve got to take advantage of the latest and greatest sales resources to constantly evolve and stay sharp. They have to keep growing and learning as sales professionals, but they’ve also got to keep up … Read More.

2015 CRM Resource and Guide

The emergence of customer relationship management (CRM) has transformed how companies store, process, and manage customer information. From the first handshake to the last purchase order, companies can now recall everything about their interactions … Read More.

CRM Database Software

When a business has trouble managing clients or keeping track of potential sales leads, a CRM database program can streamline functions and bring everything back into line. CRM programs can improve communication within and between departments … Read More.

2015 Microsoft Dynamics CRM Guide

This comprehensive guide is designed to introduce MS Dynamics CRM, and to provide detailed information about how the software functions and how it can be useful to your business. After reading through each section, you should be able to understand … Read More.

CRM Comparisons

CRM Comparison Streak

Streak is a Google Chrome extension that functions as a customer relationship management (CRM) application, and fully integrates with Google Apps and Gmail. Read More.

CRM Comparison ACT

Act! CRM Software is a customer relationship management application used to track customer and prospect contact information in a unified database that can be shared by multiple users.Read More.

CRM Comparison Insightly

Insightly CRM is known as a web–based software that offers simplicity and easy integration with many 3rd party applications such as Office365, MailChimp, Facebook, and Twitter.Read More.

CRM Comparison Zoho

Zoho CRM software offers a user–friendly way to centrally manage all workflows.Read More.

CRM Comparison Siebel

Siebel CRM software helps businesses connect with their customers through Oracle.Read More.

CRM Comparison Sugar

Sugar contact management software is one of the most popular CRM programs, mainly due to its flexibility.Read More.

CRM Comparison MS Dynamics

MS Dynamics provides support for sales, marketing, and service tasks and can be purchased in two forms: Dynamics CRM On–Premises and Dynamics CRM Online.Read More.