Whether it be manufacturing or consulting, one challenge every B2B firm faces is finding clients and managing relationships. Your firm may be devoted and capable at what it does, but that effort has to be paired with a reliable and efficient system meant to find new partnerships and maintain current ones. B2C firms can utilize CRMs to help them with their consumer base, but most CRMs are customer facing and are designed as such. However, interacting with other companies requires a greater amount of versatility and flexibility. Enter Prophet CRM, the first fully Outlook integrated CRM. With its familiar and intuitive format, it basically feels like an extension of Outlook. With that comes a quick and easy onboarding process. In addition, it comes equipped with a set of tools meant specifically for managing relationships with other firms. Here are some of the tools we think are most useful for B2B firms:
- Centralizes and Syncs your Contacts across all devices
- Automatically Tracks all Emails, Appointments, and Tasks
- Multi-Tier Parent-Child Company relationships
Contact management seems so simple but is so crucial to get right. Especially when dealing with other firms, your main point of contact can get confused very quickly. With Prophet CRM, you can organize your contacts by company, and quickly see any past transactions and any qualifying data you might have with any singular firm. Prophet is dedicated to making sure that your data is presented holistically and simply.
Sales Pipeline Management
- Lead Management
- Website Lead Form Integration
- Automated Follow Up
Another part that can be hard for a CRM to get right is the ability to generate new leads and find new clients. Prophet CRM can make this once cumbersome process easy and hands-free. With its lead management tools, you know exactly where you are with any single prospect and can estimate how close you are to closing a deal. Automate your follow up with email templates, email blasts, and tasks so that you know you’re moving forward without even having to think about it. Let Prophet CRM handle the busy work so your firm can focus on what it does best.
Reporting and Analytics
- Graphical Dashboards
- Report Writer
- Easy Export to Excel
Finally, at Avidian, we believe in a process of continual improvement. To do this, gathering and analyzing data is essential. Through Prophet, you can do both. Prophet’s analytics features compile and present information in intuitive graphics and give a general sense of performance within your firm. With these features, you can key in on the types of clients that bring the most successful partnerships.
Ultimately, we are confident in Prophet’s ability to bring success to B2B firms because we have first-hand experience. The tools we offer through Prophet CRM are the same tools that have driven our own success. We know our service brings the utility and flexibility needed to grow and prosper, and we hope to share it with you!