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| WHAT CRM EXPERTS ARE SAYING |
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"If you know how to use Outlook, you'll be able to figure out Prophet." |
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| PROPHET CRM WEBINAR |
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“The more you learn, the more you earn.” Therefore we take pride in putting together webinars that will add value to your learning and earnings. Please join us for one of our fun and educational webinars. |
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Other upcoming webinars |
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Create a Consistent & Repeatable Sales Process
February 24
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How to Use Prophet CRM for Managing your Sales Team
March 3
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What’s Prophet Server – Sales CRM Software in Outlook |
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| Easy Contact and Sales Management INSIDE Outlook. |
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| Contact Management |
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Organize and manage customers by contact or company. |
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Track and review all communication, sales opportunities and history for each customer. |
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Create contacts, companies, opportunities, emails, and follow-ups with a single click. |
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| Opportunity Management |
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Create sales opportunities from any email or contact with a single click. |
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Track notes, emails, appointments and follow-ups for each sales opportunity. |
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Review your pipeline by sales stage, status, revenue, closing date, or any other field. |
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| Daily Sales Activities |
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See a quick overview of your sales pipeline by stage, close date, and projected revenue. |
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Organize today’s appointments and follow-ups and see the opportunities related to them. |
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Access tutorials and help files to get you using Prophet easily and effectively. |
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| Prophet Reporting |
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Create Pipeline Forecast, Account Summary, and Sales Activity reports with the touch of a button. |
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Design custom report templates specific to your company with the Prophet Report Wizard. |
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Save your reports as PDF, Word, Excel or HTML making them easy to share with anyone. |
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