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PROPHET 4.0 PREMIUM EDITION (Personal)
OUTLOOK BASED CONTACT MANAGEMENT AND SALES CRM SOFTWARE
Team Sales Editions: Professional Edition - Enterprise Edition
Personal Editons: Personal Edition - Professional Edition (Personal)- Premium Edition (Personal)
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- Close more sales
- Be more organize
- Track sales activities
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| Key Features of Premium Edition: |
- Designed for individual users
- Track all your sales activities in Outlook
- Easy to use Contact and Opportunity Management
- Dashboard view to give you all your information at a glance
- Flexible sales reporting allowing you to make better business decisions
- Data import utility for easy transition
- Custom fields can be used as filters in reports
- Effective Automation of Sales Emails and Tasks
- (Premium Edition Only) Automated work flow to automate sales messaging allowing you:
- Set up pre-defined activities (emails, tasks, follow up appointment reminders) that are automatically triggered during the sales process.
- You design the emails/ tasks that are used
- You determine when activities are triggered during the sales stages
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SALES CRM SOFTWARE IN OUTLOOK
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Prophet Contact Manager
Sales Opportunity Manager |
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CONTACT MANAGEMENT YOU WILL USE
- If you know Outlook, you know Prophet.
- Easily capture, track and find contact details.
- Works without Microsoft Exchange.
- Very flexible and customizable to fit you.
CRITICAL DATA IS SIMPLE AND SAFE
- Work offline, quickly synch when connected.
- Get a 360° view of accounts and status.
USEFUL CONTACT RELATIONSHIP TOOLS
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Time delayed reminders, emails & tasks per sale stage.
- Powerful contact search toolbar built into Outlook.
- Personalized group emails for 1:1 communication.
- Create & track time stamped notes for contacts.
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OUTLOOK BASED CRM SOFTWARE
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Sales Automation
Prophet Contact Manager
Leverage what you already do in Outlook
Prophet Reporting
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CAPTURE, TRACK & REPORT ON ALL SALES ACTIVITIES
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Create sales opportunities from anywhere in Outlook.
- Customize the way you track sales to match your business.
- Associate time stamped notes with sales opportunities.
- Forecast sales by stage.
- Create customized report templates to fit your business.
- Supports 3rd party reporting and analytical software for flexible data analysis.
POWERFUL SALES CRM TOOLS INCLUDING WORKFLOW MANAGER
- Automatically sends time delayed tasks, emails and reminders based on sales stage.
- Start each day with a list of specific tasks.
- Create a sales opportunity directly from inbound email or Outlook contact.
- List, sort and organize sales opportunities in Opportunity Manager.
FLEXIBLE AND CUSTOMIZABLE SALES REPORTS
- Create Activities Reports to track the activities of individuals.
- Create Sales Funnel Reports to know the health of your sales funnel.
- Create and consolidate Sales Forecasts to know what you’ll close in 30, 60 or 90 days.
- Customize reports to fit your specific business requirements.
- Use other report viewers such as Crystal Reports to tap into Prophet database.
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