Video Category

8 videos found
Avid CRM - KnowledgeNet.ai New AI-Powered Sales Solution
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12 views
Prophet CRM now offers an integrated AI-powered solution called KnowledgeNet.ai to surface connections and insights buried across your company-wide email, meetings, and LinkedIn connections. Integration with Prophet lets you seamlessly pull in Contacts from your data queries, websites, and emails! I personally use this solution and have never seen anything so powerful! * Prospect 70 million Companies and their Key Contacts * Gain Access to 275+million emails and business phone #s * See who’s visiting your website and capture key contact info * Capture Key Contacts for Company websites * Leverage AI to write introduction emails * Instantly see relationship strength with the Knowledge Map Transcript
Avid CRM Training – Overview of Functionality
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9 views
In this video you will learn about all the primary functions of Prophet CRM: * Contact & Account Management * Sales Pipeline Management * Automated Follow Up * Reporting & Analytics All with Outlook ! About the Presenter Warren Stokes has over 15 Years of Sales Management experience Helped over 900 Companies Grow their Businesses with Prophet Holds 2 US Patents, 1 Patent Pending in Sales Automation Over 1.6 Million views of his Outlook and CRM Webinars on YouTube
How to Set Up & Customize Avid for Your Business
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11 views
In this video you will Learn How To: Define what you are trying to accomplish Design your Processes Design your Templates Set Up User Permissions and Hierarchy About the Presenter Warren Stokes has over 15 Years of Sales Management experience in the CRM Industry He has helped over 900 Companies Grow their Businesses with Prophet Holds 2 US Patents, 1 Patent Pending in Sales Automation Over 1.6 Million views of Outlook and CRM Webinars on YouTube “I have managed sales teams and implemented CRM software in five different companies. This experience includes both CRM failure and CRM success. I found that a good design is the best way to ensure success with your CRM"
Best Practices for Effective Contact Management
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9 views
Automatically Follow up for Leads, Contacts and Opportunities Drip Campaigns to Contacts or Accounts Set it and Forget It! Overview of Prophet’s Sales Automation Workflow for Automated Opportunity Follow Up Workflow Automation Planning Creating your Templates Assign the Template Actions Trigger the Sales Assistant Automation Trigger the Workflow Automation View and Manage the Automation
Setting up and Using Avid Sales and Workflow Automation
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8 views
Automatically Follow up for Leads, Contacts and Opportunities Drip Campaigns to Contacts or Accounts Set it and Forget It! Overview of Prophet’s Sales Automation Workflow for Automated Opportunity Follow Up Workflow Automation Planning Creating your Templates Assign the Template Actions Trigger the Sales Assistant Automation Trigger the Workflow Automation View and Manage the Automation
How to Manage Your Sales Pipeline with Avid CRM
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15 views
In this webinar you will learn how to: * Create Opportunities and Manage your Sales Pipeline * Set Automated Follow Up * Send Personalized Group Emails * Generate Pipeline Reports You will see how to get Opportunities into Prophet: * From Existing Outlook Contacts * From Prophet Company Records * Drag and Drop from inbound Emails Automation is the Key to Follow-Up! > Automatically Follow up for Leads, Contacts and Opportunities > Drip Campaigns > Set it and Forget It! All with Microsoft Outlook ! About the Presenter Warren Stokes has over 15 Years of Sales Management experience Helped over 900 Companies Grow their Businesses with Prophet Holds 2 US Patents, 1 Patent Pending in Sales Automation Over 1.2 Million views of his Outlook and CRM Webinars on YouTube
The All-New Avid Mobile Apps
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10 views
Prophet Mobile: CRM in the palm of your hand! In this video you will learn about The All-New Prophet Mobile Apps! Use on your iPhone, iPad or Android Phone. Create and update Contacts. Create and update Accounts. Create and update Opportunities. Schedule a Next Step. Send an Email. Schedule a Meeting. Make a Phone Call. Dictate Notes. Map and get Directions. Using your CRM has never been so easy! This Webinar series has over 1.4 million views on YouTube. About the Presenter Warren Stokes is a CRM and Outlook expert, with over 20 years of experience in these applications. Warren has helped over 900 companies succeed in improving their productivity using Outlook, CRM solutions from Salesforce.com, Sage ACT!, Commence, and Avidian's Prophet CRM. Warren holds two US Patents, with another patent pending, in Sales Automation. By Warren Stokes 2021-04-15 Outlook CRM Mobile CRM Avidian Technologies
Using Avid’s Reporting Tools to Gain Actionable Insight
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11 views
Using Prophet’s Reporting Tools to Gain Actionable Insight In this video you will learn: Best Practices for Structuring your CRM Data How to Use Prophet's reporting Functions Prophet Export to Excel * Prophet Report Manager * Prophet Analytics Dashboards As a result you will be able to answer these key questions: * Which Rep Generated the Most Activity? * Which Clients Saw the Most Activity? * How Much New Business was Booked Goal? * How Long is my Sales Cycle? * What is my Sales Forecast? * What are my Lead Conversion Rates? * How Many and what type of Sales Activities Does it Take to Close a Deal? All with Outlook ! About the Presenter Warren Stokes has over 15 Years of Sales Management experience Helped over 1,000 Companies Grow their Businesses with Prophet Holds 2 US Patents, 1 Patent Pending in Sales Automation Over 1.3 Million views of Outlook and CRM Webinars on YouTube

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