Prophet CRM Instructional Videos
What is Prophet?
See how Prophet eliminates the need for duplicate entry and works in parallel with Microsoft Outlook.
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 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.
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.
Group email contacts, opportunities or companies, based on any predefined filter, such as birthday month, promotional targets, specific categories, etc. Just select the list, create the email or template, and send a personalized email to each recipient.
Prophet enables employees to share contacts, emails, notes, and other information stored in Prophet, for cross-collaboration and visibility into what each team members is up to.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
Zoho CRM software offers a user–friendly way to centrally manage all workflows. Read More.
Siebel CRM software helps businesses connect with their customers through Oracle. Read More.
Sugar contact management software is one of the most popular CRM programs, mainly due to its flexibility. Read More.