Prophet sales software

There are many new products on the market that advertise POS Software as cheap, free, easy and that is probably…. A retail merchandising dynamo that will upgrade your business and life for less money than the light, fluffy POS software…. Learn More. Read More. Our Latest News. Resources Library Support The customization aspect also allowed us to make it relevant to our niche industry.

Sometimes it crashes when I am inputting information. When this is an issue support is usually quick to help. Thanks for taking the time to post a review! I'm thrilled to read that by using Prophet your company has become more productive! Scale-ability and the capability to mold to a lot of different companies business models.

The vendor is good about fixing issues quickly but sometimes difficult to distinguish between an actual error and a company specific business process. There are a ton of purchasable add-on's from third parties that can and do make this a wonderful software if you have the money.

Slow to implement vendor driven Idea's Network from user ideas. The product feels extremely slow once you get used to running the system and is glitchy because of the method chosen to release updates and advancements. Vendor Runs a continuous improvement program with multiple releases a year so as they are designing new features at the same time they are cleaning errors and glitches rather than waiting a long time for advancements and a rock solid release.

This could also be considered good and bad if you need an advancement, you don't have to wait! Since this software can mold to a large variety of business models it can make training difficult and long due to the complexities of the software's advanced features. Industry: Staffing and Recruiting. Overall very positive experience.

The support has been great. We now have an easy to use CRM that lives in our email client that is always used. The CRM is an integrated part of Outlook. If you didn't know better, you'd think it is a feature of Outlook. It's only available on PCs. There are so many possibilities that it can be overwhelming.

Thanks for posting a review! I'm happy to read that you find our product helpful and easy to work with :. Industry: Marketing and Advertising. It lets you get going quickly and creating contacts and opportunities on the first day.

We did a few hours of training and problem-solving from Avidian with a shared screen, which helped, but is a bit pricey. The program is easy to manage and customize to your ever-changing needs. The program is also intuitive, you can mostly figure out how to use, enter and customize without a lot of assistance.

It's great that it fully integrates into Outlook, where it can even create Tasks and track emails. It feels a bit "clunky" and needs some further refinement. When I was in high school I had a civics teacher. His name was Bernie Richter. He was very well known in the community as being a successful businessman as well as a teacher. Richter, how does one become successful in business? And that stuck with me for all these years.

But how do you do it? And a little side bonus is probably being able to share some of these tips with your friends and maybe impress them! And how to transform things like emails into contacts transforming emails into tasks and appointments, just super easy.

So the first part that I wanted to spend just a minute on is understanding what Outlook is all about. Why is Outlook one of the most popular productivity tools in the world? If you look at the statistics, there are hundreds of millions of users.

And one of the key things is email, but what is email? Reading email replying to email dealing with email. And probably the second most common function of Outlook usage is just managing your time. And speaking of getting things done, the task management in Outlook is really powerful. And finally, you probably know Outlook contains a contact management database. Before we jump into the presentation, I wanted to explain a little bit about the differences between the Outlook desktop version of Outlook and the Outlook desktop version of as it relates to So if you do one of these four things when you get an inbound email: number one deal with it whatever it is, reply to it, you know create the task or whatever is associated with that; but the number one thing is to tame your inbox you got to do one of these four things: deal with it, delegate it which means you know delegate it to others , delay it which might be a valid tactic for some things , or delete it.

So the power of the 4ds. Using color is awesome. I use it a lot. Not everyone relates to color as much as other folks, but I use color a lot in categories and emails in my calendar; even in my contacts. And it just gives you a visual flag of things, like what is this contact about. Are there clients? What are the categories on your calendar and how do those work and what do they mean? Color coding your tasks so you can see by maybe you want to prioritize them with color schemes so using color is a key thing.

One of my favorite things. So the key thing in taming your inbox is managing that high volume. But the power of rules lets you essentially auto route emails into certain folders based on certain criteria. Are you spending your time generating revenue or having a bunch of internal meetings? But now the environment offers yet another way to use templates. The nice thing about these templates is they follow you around. But this is a very nice feature of the environments giving you templates for emails and such.

And so you can take an email and turn it into a contact or a task or even an appointment. It creates the entire meeting invited to whoever you want by default the details of the meeting can be embedded in the notes area here.

The title of it you can have the location. I call it you know you can call it whatever you want but I got a new order email. Click click the button and it creates that email that I would be creating manually every time. Hopefully, I get a lot of orders so this one saves me a ton of time.

So the concept of this is pretty simple but you do have to have a little understanding of how it works. When you create a new quick step which is just clicking new you give it a name. You can flag it with importance or various other flags that are part of Outlook. You can give it importance. So again how that was created is if I just go up to my menu here and I just say a new quick step. Click there. It is awesome. Using color to get more organized conceptually I wanted to kind of add some detail to this all my items here are color-coded.

Those are my tasks. So a couple of things first of all how to layout your screens here. But again I combined it. How did I do that?

I just went up here to view my ribbon and I just put my to-do bar. I go to my calendar view and I just add tasks to my bar over here. Pretty simple. So there are three little dots here by these little icons. What you do to change that is you click on them and go to navigation options and I just unchecked compact navigation and voila now it says mail calendar people and tasks.

Much more understandable. One other little thing about that is you can add you can define how many items you want to display there. I like to go to the regular words spelled out. Well, first you can manually color code things like appointments. Website content is something that I do sales calls, internal meetings, webinars, and things like that. Okay, how did I do that? I go view settings and I do conditional formatting. And I already have one called a sales call.

Now you know you could notice that you can search for the words in the subject and nodes or using other fields here or even by attendees and things like that. Bright blue! So this is how you would automate the color-coding of your calendar. Pretty cool! So you can also color-code tasks. You can see many of my tasks are color-coded. They have a meaning to me. Purple is the follow-up. I can manually do this. I can add others or you can have more than one color code on your tasks or appointments and things like that.

Again same idea where are you spending your time following up, making you know follow-ups on sales or whatever. Are you ready? Some people say well if I have a task I just put it on my calendar. But you see tasks have a unique property in that they persist when I go into next week or next month the calendar is all changed.

Just a little tip for you there if you get a whole bunch of red tasks you know you got to get caught up. Just a little business tip for you there. The concept of color can be used in a lot of different areas. One of them would be to color code your contacts. So this one I could see as a client I could add another one if I want client in services area save and close. So you can use color-coding in contacts as well and those are called categories in Outlook.

You can also put the categories in your list view just to kind of get organized around those. Now by the way a little sidebar on how to get coins into your Outlook contacts works with actually any Outlook list view. But how I get these in here is I just hover over one of the top column headers and I right-click and I use the field chooser. You know home phone maybe I want to put that in there you just drag and drop it up there. And that that puts it in your column you can make it wider and that sort of thing so the idea of color-coding categories works throughout Prophet throughout Outlook.

And those are a couple of the most common and your contacts are the most common things that you would use for color-coding. Okay, so the idea behind the rules is that it auto routes emails into certain folders. So how do you set this up? As you can see here I have rules for automatic replies. I have rules for you to know emails from certain people or various things like that.

And all I want is if the subject contains requests for quotes. I want it to do certain things now. It might be to play a selected sound, it might be displaying it in an alert or it might be to hear my main point is to move the item into a folder. Okay so I just created the rule and you can see it right there. So I click ok. Since I had that rule running there are none but you get the idea.

Where is it going to go? Over in the request for a quote. And by the way when you see the little bold numbers that means you have a new item in there. So I just got a new request for a quote. Wow, that is awesome! All right so a request for a quote comes in. That just puts them right up here no matter where you are in your folder list. Those are my favorite ones so they are used often.

So you click the view settings and I go here. What pops up is a window. Now the condition is to search for the word invoice in the subject field but you could choose other things. All right yeah I do have quite a Rolodex in my calendar in my Outlook. Here it came into my inbox and this was covered colored right with you know magenta bold.

And I just want anything that has an invoice on it to be colored a very unique color super duper if you ask me. This is one of the fun things that you can do. Anyway, making you color inbound emails in different ways is quick action.

We probably got another 10 minutes and by the way, you can chat questions thanks Bryce for the comment about my Rolodex. There was the magic of rules and changing the font automatically in emails. Not everyone knows about this. So maybe what I want to do is just create a little blurb.

I have one called blurb. Look at the word blurb and it puts that content in the email automatically. Oh my gosh, that is so cool! Okay there created the email, sent it off to bill and it was that easy. Now how did I do that? All right so maybe you send repetitive emails. Real easy you have to start with it one time. So you put your content into an email blank, you highlight it then you go up to insert go-to quick parts.

Ridiculously cool if you ask me! These as I mentioned earlier follow you around. So if you want to have these things follow a route follow you around you just use templates. So there you have it I can create a block of the content of any link well actually there is a limit. Now how do you create a template you just get some text you go over here you got to scroll down to your bottom and where it says plus template.

Well, it turns out that Outlook Outlook is the same as Outlook with Web apps are different. You notice there are no rules there are no view options there are very few options to decide what you want to do. I could do a couple of things. Outlook desktop has that you can block this never block the sender block sender never block the domain or make it a junk email.

I wanted to talk briefly about transforming. I had a question about documentation. Transforming inbound emails into different things. In that case, I could just open that contact from that where it said an existing match was found. Plus if stuff was in the signature line you could add it the email itself is still retained in the contact voila. Pretty nice time saver there too. Now maybe you wanted to create a task to follow up on this email.

Very very apropos when it comes to managing your Outlook inbox and taming your inboxes. So one of the things you do remember is to deal with it, delegate it, delete it or delay it. I just drag it over my task folder and look at it and create the task with the subject line on it and all I have to do now is give it a due date and maybe a reminder time optional.

So creating tasks is super easy. And one final thing is that you can create appointments from inbound emails. I get it. I just drag it over my calendar and it creates a new invoice meeting. So drag and drop can also create from an inbound email it can also create a meeting on your calendar. Pretty awesome! And really what Prophet CRM is a way to help you you know manage all of your time but very important in business manager contacts and other things. So Prophet CRM is pretty nice.

It works right with Outlook; it just basically adds functionality to Outlook. Maybe I want to create a task with a contact. But another thing is that you can start tracking activities with these very very easily so I can see all the tasks created with the contact. Just a contact-centric view of all the Outlook functions. Here let me pick Hillary. So these emails are sent to that person right or received from that person as the case may be. One of them is just to add notes. Now you or your administrator should have the Prophet be able to make predefined customized entries to this for your team.

And finally, we can combine a few things that we learned in this Outlook section to here where we have a function called group email. So I could say just sending a group email to that list creates a recipient list. I could personalize it. All right my blurb.

For example my main signature. When I click send everyone gets a personalized Outlook email from me too to the recipient. And did you know, almost all of these real mass emails get sucked into either your junk folder or this dreaded other folder because they detect all of this sort of masked stuff? Hey, we made it through in about 45 minutes today! Hey, I want you all to have a good rest of the day.

Thank you! This video series will take you through the ins and outs of the Prophet CRM. Prophet provides two types of sales automation. Why is this important? One of them is that it helps drive desired behaviours: it helps people move through the sales process efficiently and effectively or any other process. Also, having a well thought out process helps you scale as you add team members: you have some training capability on how to perform the processes that you want.

All of this is a very important background framework. You can do this on a whiteboard; you can map it out on a legal pad. The reason this is important in our conversation today is that a big part of the sales automation for opportunities is triggered on the sales stages, so you need to have identified these stages and you know kind of be clear on what they all represent.

For example: stage one you get a lead; stage two you qualify the lead; stage three you present your product or service to them; stage four you get a quote or a proposal, get approval, and close the deal. That consists of some instructions that are built right into Prophet. Then, what you do is assign each of these templates the actions that you want them to take.

Now, remember I pointed out there are two types of automation. So, you can set like a series — some people call it a drip series or a drip campaign — and that provides a timed set of follow-ups or touches in your workflow, which works with the opportunity function; you can set the delay days — you know, 7, 14, 21 days, or what have you — but you also set the stage, and every stage can have a unique set of automation to it.

One other feature here is that you can choose to make actions shared which is a little check box. What that does is it publishes the templates out to your team so everyone can share the same content or design or messaging and that sort of thing.

You trigger the automation, and it launches a whole series of automated follow-ups, and away you go! I can select the start date, and this is a very simple automation, in that it will just create a series of automated follow-ups based upon the dates that are in these templates here.

You can do the same thing for companies. And again, you can set the start date — that might be useful if you know the company is going to be closed for a week over the holidays or something like that. From an opportunity standpoint, basically, you can launch a series of workflows. Every stage can have a unique series of automations associated with it. I click send; that email gets sent to that person. In this case I have another follow-up scheduled; now you can see my whole series: my first email has been done — you can see the done column, yes or no.

My follow-up reminder has been set, and then I have four additional follow-ups — we call them touches a lot in the sales world — I have four additional touches, a total of six touches, with one action! I usually do that because I just want to see it, maybe edit it, before I actually send it out to that person. So here we go: notice how it picked up the full name?

Now that email went to that person! On tab number two there is my sales automation tab. First of all, I just selected the term email. We give the ability to put the company name here.

In this case, remember what it was, parentheses First with the F capitalized. I use a comma in my salutations, some people use a colon, whatever. You can put things in, like photos or whatever, and you give it a subject line whatever you want. If you do have your email automatically appended you would usually just delete it from the template. Not that hard! Down here is the number of days of delay before it launches. I just want to show you the new one that I created. Who should we do today, how about Tony Hawk?

How do we do it again? But again, I could still edit this, I could change it, I could put other content in it or what have you. Triggering of the automation is a little different in the opportunities, as you saw. So again, select all or select some of them, sort however you want to view it, select a start date if you want it to be different than today, and then you click apply, and it will launch that series including any emails, tasks, or appointments.

So that is all the magic of the sales automation in Prophet. Boost productivity and get the most out of outlook with Prophet CRM!

To have a look at the following topics, which are covered in the Prophet CRM learning series, visit www. Greetings and welcome to the program today! Now, this is going to be useful for anyone who is just getting started with Prophet for the first time, but it also serves as a great refresher on some of the basics, and for those who are just curious as to how it all works.

So welcome to the program! This is being recorded — a video will be made after the webinar today. The topics cover all the things about getting started with Prophet CRM — stuff like how to prep your computer, how to get your contacts organized and prepared, installation, setting up views and lists, etc etc — you know, just getting started with Prophet.

And very importantly, just how to start managing your contacts effectively. Basically, on the computer prep, all you really need to think about is having a fairly modern computer with, hopefully, Windows 10 on it though we also support older versions of Windows. And you need Outlook, either standalone or as part of Office One of the key things to start with is to prepare your contacts. On a new installation, the first thing you have to do is create a password. Go to our website, avidian. Close Outlook and then run the file.

You are going to be launched into Prophet, which will automatically open Outlook. They might be fairly deep down but you can move them up and add them to favourites. Setting up views is a key part of it. Think of a view as just a list, we call them views. This is a very important concept — setting up views. Optionally you can give it a description if not obvious. The next thing you could do is choose the columns that you want in the view.

These are just the columns in the list, and on the left are all the columns available, including all the custom fields.

You just use the little right arrow to move them to the right, move them up, move them to the left — that sort of thing. So you set up these views. So all of your Outlook contacts come over natively right through Outlook unless you mark them private. Here you can drag and drop inbound emails to create a contact.

We also offer website form integration to capture contacts and leads and such. You may or may not be interested in an ERP integration or an accounting system integration — those are add-on services we have. Searching is how you find things. There are three types of searches. Though it also tends to generate a lot of results.

This is where it all culminates, why are you doing this? You can export from Prophet as well. If you want to export to excel — this is a permission-based function — your administrator will have to give you rights to export to excel.

You would go into a view of people. Let me sidetrack for a minute. YOu just have to hover over a column header. Right-click and find the field chooser. One of the unique things about Prophet is that it lets you load lists of virtually any size. We elected to not limit the size of the list. Just bear in mind that if you have a really large list of contacts it could take a little time to load. User assignments is a good one; I used comparators to get Hollywood.

I could add other filters just by putting my cursor here. Other criteria — which columns do you want? You can just drag and drop to move the columns around. Now, one of the reasons you want to set up views like this and choose the right columns is so you can create filtered lists of all of these types of contacts. For example, in my prospecting views, maybe I want to create a filtered list by state.

Let me clear the filters. Pretty cool, simple to do. Clear the filter and away you go. I can simply right-click or select them with my keyboard — I could select some or select all. You may know that Microsoft has a function called templates. I could go over there and pick content from a template. Now all of these emails are being generated out to that list of contacts. It takes about half a second per email, which is why, practically speaking, this tool is not useful for sending out thousands at a time.

Continuing on that idea, one of the basic ideas throughout Prophet is this whole notes area. You can also see things like appointments or tasks set for that person.

By putting it into Prophet it actually puts it here on my Outlook Calendar!