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Avidian Overview










Avidian Overview
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PROPHET 4.0 ENTERPRISE EDITION
OUTLOOK BASED CONTACT MANAGEMENT AND SALES CRM FOR LARGER TEAMS

Team Sales Editions: Professional Edition - Enterprise Edition
Personal Editons: Personal Edition - Professional Edition (Personal)- Premium Edition (Personal)

How Can Prophet Help YouThe Prophet 4.0 Enterprise Server Edition provides a secure, central database for all your customer data. Working in association with the Prophet 4.0 Enterprise Client the Prophet Enterprise Server can:

Key Features of Enterprise Server/Client Edition:

  • Segment your data by group: Establish groups and permissions so team members can share information with each other, but each team remains a separate group.
  • Create User Permissions: Establish a hierarchy so each Manager can see the data for the teams they supervise, while Executives can see an overall view of the whole company.
  • Share Client Communication: Any Emails, Appointments or Tasks linked to an Opportunity can be shared with members of your team. Your personal emails still remain private. (Exchange Server Required)
  • Provide Management Review: Managers can review, in real time, the sales pipeline for an individual rep or for their whole team. Executives can review for a rep, a team, or the company overall.
  • Create Management Reports: With the Advanced Report Engine create over 30 standard reports such as Forecast or Won/Loss for a rep, a team, or the company. Design your own custom reports and share them with team members.
  • Work Remotely or Off-line: Access your personal Prophet data via Windows Roaming Profile, Terminal Server, or VPN or simply work off-line and Prophet will automatically re-synch when you return to the office.
  • Support Large Groups of Sales Professionals: Working in association with Microsoft SQL Server 2005, Prophet 4.0 Enterprise Edition can support 2 or more than 200 users.

 

OUTLOOK BASED SALES AND CONTACT MANAGEMENT FOR LARGE TEAMS

 


Prophet Contact Manager

 


Sales Opportunity Manager

CONTACT MANAGEMENT THAT WORKS FOR YOU
  • 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.

SHARING CRITICAL DATA IS SIMPLE AND SAFE

  • Advanced user permissions.
  • Scalable server based sales data storage.
  • Work offline, quickly synch when connected.
  • Get a 360° view of accounts and status.

USEFUL CONTACT RELATIONSHIP TOOLS

  • 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.

 

OUTLOOK BASED SALES CRM FOR TEAMS

 


Prophet Toolbar
Manage Sales anywhere in Outlook

 

 


Sales Automation

 

 

 


Prophet Reporting

CAPTURE, TRACK & REPORT ON ALL SALES ACTIVITIES
  • 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 across the sales team.
  • 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.
  • Share data across team on central server.
  • 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 and teams.
  • Manage sales team more effectively with accurate activity and sales data.
  • 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.