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How Avidian Software Can Help You to Customize Outlook


The Avidian CRM Prophet is an amazing tool that allows you to fully customize Outlook and increase the production of your sales force. By being able to integrate with Exchange and Outlook is an important part of any CRM software. Prophet is able to seamlessly do this even if you customize Outlook.  This program can shoehorn into a customize Outlook interface. Other programs may be able to work with Outlook but overlay their own proprietary configuration over the standard interface. Prophet allows you to integrate with the customize Outlook configuration have in place.

Using Prophet With To Fully Customize Outlook
The first thing you find when you go into Prophet is the Sales Management Dashboard.  This initial screen provides you with a quick snapshot of your business.   In these screen you can look at your sales pipeline by stage, probability, and close date.  In addition it will break down the sales numbers into gross and projected profit by calendar year and phase of the sale cycle.  All of these can be exported into a fully customize Outlook screen.  This will allow you to send the data to multiple users in a format they can understand.

In addition there is a Quota Management Dashboard that works when you customize Outlook to integrate with Prophet.  This screen allows managers to quickly and easily see the quotas of their employees and how on track they are.    In addition if you customize Outlook to work with this dashboard, employees can check and send their information automatically.  Prophet keeps you on top of your salespeople and in addition keeps them informed to where they stand while fully working to customize Outlook to send these reports back and forth.

Prophet also will create a personalized to list that aggregates appointments and tasks.  This will customize Outlook to include these items in your calendar and keep you alerted of past due items.  You can use this to look at a date range and plan your future activities.  Prophet works to customize Outlook so that all of this is easy to find in a familiar format.

Prophet does not stop there working to customize Outlook to increase your sales revenue. The custom quote feature allows you to quickly create formatted quotations that work to customize Outlook and send to your customers.  These quotes come complete with your Company’s logo, products and service description, part numbers and more.  In addition once generated the quote will automatically update the other sections of Prophet so you have a record of your activities.  This will customize Outlook to automatically link the quote file to the opportunity record.  In addition to working when you customize Outlook, Prophet is exportable to the Excel format for easy editing. You can also customize the entire quote template to suit you and your customers needs.

Prophet will customize Outlook to allow you to send any and all of these reports in a summary format.  By working to customize Outlook to accept these charts and graphs you can quickly integrate your sales force using a program they already understand.  Outlook is the most prevalent email client in the world by a large margin, and having a CRM that can customize Outlook to work together seamlessly is a huge advantage.  These reports have a preview feature that allows you to quickly look at them without excessive load times and overhead. 

In addition to all these great features, Prophet will automatically update as soon as there are any new releases or patches to the program.  It will go out and search for these periodically or you can manually initiate a search as well.

You can also customize Outlook so that it will integrate all of you contacts and companies.  You can than use the advanced filtering with the customize Outlook setup you have created to filter companies by name, city, province/state, zip/postal code, category and county region.  A typical use of this with the customize Outlook setup would be to email a personalized letter to everyone in a certain zip code.  

As you can see Prophet works well even if you have to customize Outlook.  Together each of these programs makes a powerful CRM tool that increase sales and drive revenue to support your business.
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Signup for your free trial of our customer management software built in Outlook. Contact Avidian with your Prophet CRM questions or comments. Email Avidian with your Prophet CRM questions or comments.
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