| Introduction | | | | Avidian offers web-based and one on one |
| | | | training. You can also get pre-installation |
| Customer relation management (CRM) is the | | | | consultation and follow-up training as you |
| concept that businesses adopt in order to | | | | need it. The familiarity of Outlook also |
| better manage their customer service and | | | | makes it more user-friendly. A person who |
| customer service goals. They are processes | | | | feels comfortable with Outlook will feel |
| and procedures that can help a business be | | | | comfortable with the plug-in. The more |
| more efficient and effective in their | | | | comfortable a person is with an application, |
| day-to-day operations. A CRM application is a | | | | the more likely they will use the program and |
| part of the overall program that a business | | | | the more effective the CRM application will |
| can put in place. Implementing a CRM | | | | be. |
| application can be a great benefit to a | | | | |
| business in order to facilitate their overall | | | | Contact Management in a CRM application. |
| CRM program. | | | | |
| | | | One of the most important parts of any CRM |
| What is a CRM application? | | | | application is contact management. A CRM |
| | | | application should allow you to collect any |
| A CRM application allows for software | | | | and all data about customers that you need. |
| automation of many of the functions of a CRM | | | | As a CRM application, Prophet allows you to |
| program. A CRM application combines several | | | | collect the information you need quickly and |
| functions such as contact data collection, | | | | easily. The CRM application enables you to |
| searching, scheduling, and reporting. For | | | | collect everything from the clients name and |
| example, a CRM application can help you | | | | address to contract tracking, so you can keep |
| gather your clients name, address, and | | | | track of every time you communicate with your |
| contact history. Once this information is | | | | contact. This CRM application has several |
| collected, a CRM application can help you | | | | pre-labeled fields as well as several |
| schedule follow up reminders or send the | | | | customizable fields so that you can collect |
| information to another employee who may need | | | | the exact data you need. |
| it. A CRM application can also help you | | | | |
| report on the data you have collected and | | | | Reporting and sharing features in a CRM |
| share this reports in different formats. CRM | | | | application. |
| application are the corner stones to an | | | | |
| overall CRM process that your business | | | | All of the data that you collect in your CRM |
| implements. | | | | application needs to be easily disseminated. |
| | | | This CRM application makes this function |
| Prophet as a CRM application. | | | | easy. Once you have the information inputted |
| | | | into your CRM application, it is easy to pull |
| One great CRM application on the market is | | | | the data out to a report format. These CRM |
| called Prophet. Prophet is a CRM application | | | | application reports allow you to track |
| designed and produced by Avidian. It is a CRM | | | | performance as detailed as an individual or |
| application that integrates directly into | | | | as broad as the whole company. The CRM |
| Outlook as an Outlook plug-in. It is an easy | | | | application reporting is flexibly enough to |
| to use and powerful CRM application. As a CRM | | | | be exported to several different formats so |
| application, it breaks the process into six | | | | you can share the reports with people who may |
| major areas that can assist in the CRM | | | | not be using a similar CRM application. These |
| process. contact management, opportunity | | | | formats include PDF, HTML and other options, |
| management, sales note tracking, sales info | | | | ensuring everyone has good access to your |
| sharing, automated follow-ups, and sales | | | | reporting. You can also share contact |
| reports are all part of the Prophet CRM | | | | information easily with other people in your |
| application. This CRM application can help | | | | CRM application scope. For example, if |
| your business reach its full potential. It is | | | | another sales person needs to contact one of |
| one of the most used and well-reviewed CRM | | | | your leads, you can easily send them the |
| applications on the market. | | | | information for them to view from their CRM |
| | | | application. Easy reporting and sharing makes |
| Outlook plug-in as part of a CRM application. | | | | a CRM application valuable to everyone in |
| | | | your organization. |
| Prophet is a CRM application designed to be a | | | | |
| direct plug-in with Outlook. Why is this | | | | A CRM application for all sized businesses. |
| important in a CRM application? First off, it | | | | |
| makes it an easy to access CRM application. | | | | Prophet offers a CRM application that is |
| Outlook is one of the most commonly used | | | | perfect for any sized business. If you run a |
| software programs and as such is usually open | | | | single person or small group office, the CRM |
| on someone's computer whenever they are | | | | application that will suit your needs |
| working. When you open Outlook, you have full | | | | perfectly. If your team is a little larger, |
| access to the CRM application Prophet. This | | | | you can expand the uses with the Professional |
| is key in ensuring that people enter data | | | | version of this top-notch CRM application. If |
| into the CRM application. If an employee has | | | | you are looking for the ability to set user |
| to remember to open a separate program each | | | | access and automate workflow for your large |
| time they need to use their CRM application, | | | | team, the Enterprise edition of this CRM |
| they are much less likely to do so. Everyone | | | | application is what you are looking for. The |
| needs time saving steps and combining the CRM | | | | CRM application Professional and Enterprise |
| application into Outlook is a big time saving | | | | editions allow for sharing data through |
| step. | | | | central servers, incorporating Enterprise |
| | | | effortlessly. |
| Ease of training with Prophet. | | | | |
| | | | Conclusion |
| The combination of Outlook and Prophet also | | | | |
| makes it a very easily trainable CRM | | | | As a CRM application, Prophet is top notch. |
| application. Since most users already know | | | | It gives businesses effective and efficient |
| the basics of Outlook, the learning curve of | | | | CRM management tools in a easy to install and |
| the CRM application is low. This means less | | | | manage CRM application. Backed with top-notch |
| time and money spent on training someone on a | | | | customers service and training, Prophet by |
| CRM application. The training can also be | | | | Avidian is just the CRM application you have |
| customized to the needs of your business. | | | | been looking for. |