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
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
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 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