Prophet CRM

Prophet CRM

(142)
4.1 out of 5 stars

Prophet CRM expands and transforms Microsoft Outlook into a powerful CRM solution. Prophet’s unique integration with Outlook leverages the work you and your team are already doing in Outlook and automatically associates that activity with the appropriate customer opportunity. The timeliness and depth of customer-based activity data you get from Prophet will improve both the efficiency of your sales team and your sales results.

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Prophet CRM review by Administrator
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Avidian Prophet

What do you like best?

The integration into Outlook is invaluable. The ease with which you are able to switch between outlook and prophet is so convenient. The ability to send group emails and have those registered in the contact's notes makes it easy to track reachouts. The flexibility of the opportunity template has allowed us to use as a support and service tracker as well.

What do you dislike?

The reporting section is a bit clunky, and not as flexible as we would like it to be. Also the assignment of departments and the difficulty in using the different opportunity templates adds extra steps when working outside of your department. The app is very basic and not as dynamic as we would like it to be.

Recommendations to others considering the product

I would recommend the cloud based version. With outlook anywhere sales people on the road are easily able to update opportunities, contact notes, add contacts, and easily keep things up to date. The hosting service has been very reliable with only one short time of less than 1 hour where the server was down.

What business problems are you solving with the product? What benefits have you realized?

Staying on top of opportunities, tracking customer reachouts, and putting in place sales and service processes that Prophet is designed to support.

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Prophet CRM review by Administrator in Printing
Administrator in Printing
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Organic
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Great CRM option in marketplace

What do you like best?

Very intuitive program. It is easy to teach to others. Works seamlessly with Outlook. Can't wait for the next upgrade. Love that everything is in Outlook and other users can view various activities of other users. Great data in the analytics section of the program but takes awhile to learn it.

What do you dislike?

One of our users described it "It is a click-a** happy program!" It does take a lot clicks to do things but then again what program isn't? I wish some of screens weren't locked down for additional customization especially having a customer type segment on the main company screen in company manager. Received some wrong advice from our initial rep which put the customer type into an area that cannot be searched! Data migration was a pain but we eventually got everything we needed into the program.

Recommendations to others considering the product

Be sure all your data is set-up properly in advance of the migration. Avidian does a good job of working with your IT people to be sure this happens.

What business problems are you solving with the product? What benefits have you realized?

We are able to analyze potential sales in varying stages. Our account managers can create a variety of views based on any number of search criteria to pinpoint their marketing efforts. (state, city, area code, etc) With a revenue screen view, they should never miss opportunities to followup on quotes. Shortly we will be redoing our market segments in Prophet and be able to zero in on marketing opportunities by market groupings.

What CRM solution do you use?

Thanks for letting us know!
Prophet CRM review by <span>Eric H.</span>
Eric H.
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Verified Current User
Organic
Reviewed On

Avidian Prophet. Tracking our Opportunities more Efficiently

What do you like best?

Functionality with our existing software and controls. Avidian Prophet uses the Microsoft Outlook framework that we are all used to and makes the software an easy extension of our normal work flow. This does not require an extensive training program for new users as the use of the application is very intuitive.

Other than function of the software, I would have to say that the Customer Support team is second to none. I have never had the personal attention and care from Customer Service personnel as I have had with the Avidian team.

What do you dislike?

Nothing.

There was a small learning curve to understand how Outlook Contacts interact and sync with Avidian, but after a short explanation, this is not a problem.

Recommendations to others considering the product

If you are looking for an efficient CRM solution that will not require extensive training and on-boarding, I believe Avidian Prophet to be the solution you are looking for.

What business problems are you solving with the product? What benefits have you realized?

We have several roles in the company that are responsible for Business Development activities and the Avidian Prophet software offers a solution to track all of the corporate opportunities in a single location that all Users can access in real time. The Prophet application allows for all stakeholders in the project to save their notes, correspondence, documents and communications in a single, easy-to-access location, while simultaneously synchronizing with your Outlook Contacts and Tasks.

Prophet CRM review by <span>Ron V.</span>
Ron V.
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CRM Integration with Outlook. Prophet ease of use and setup.

What do you like best?

I believe in leveraging skills that have already been honed and the best way to do that for our company was to use our current skill set with Outlook and add a very robust CRM like Prophet that integrates with Outlook seamlessly. We have been able to automate a number of recurring sales automations tasks as well as provide management with custom reports when necessary. The support from Avidian has been nothing short of fantastic.

What do you dislike?

The administration portion of Prophet needs some beefing up but overall I believe that the Avidian software development team is headed in the right direction. The latest release with Analytics is great!

What business problems are you solving with the product? What benefits have you realized?

We accomplished both sales lead tracking and pipeline management but we also track the customers who buy from us. We effectively combined two systems into one.

Prophet CRM review by Administrator
Administrator
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Know what you need

What do you like best?

There is a wide range of customization and multiple layers of information. Sorting data by almost any parameter is easy and effective.

What do you dislike?

You need to know exactly how you want to use this system from the get-go, otherwise it becomes difficult to analyze massive amounts of information and leads.

Recommendations to others considering the product

Know exactly how you want to use this product before you implement it within your company. This will make your data more useful in the long run.

What business problems are you solving with the product? What benefits have you realized?

Prophet CRM helps us to maintain constant communication with any lead, regardless of importance. This has lead to us garnering sales from customers we'd have forgotten about in the past. It also helps us to sta at the top of leads' minds, making it more likely to eventually convert them.

Prophet CRM review by <span>Steve S.</span>
Steve S.
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As easy as using Outlook - no need to learn another package

What do you like best?

I've used a lot of different CRM packages over the years, and Prophet is so easy because it feels as if it's an extension of Outlook. Everything feels familiar if you're using Outlook and so far I haven't found anything that requires truly specialized learning. The learning curve was essentially non-existant.

What do you dislike?

I WOULD have said my only real complaint is there wasn't a good iPad version available, but that has been remedied over the past few weeks. The new mobile platform is good, simple and easy to use. While it doesn't provide all of the functionality of the desktop/laptop version, it does allow me to do everything I need to do while in the field. So there's nothing that I truly dislike about Prophet.

Recommendations to others considering the product

The product support has been fantastic. Not once have I been less than totally satisfied!

What business problems are you solving with the product? What benefits have you realized?

We use Prophet for contact and opportunity management, and it provides us with a quick and easy way to capture the data we feel is important to our business. Since most, if not all, of the fields are user-definable we've been able to tailor Prophet to fit our exact needs. And when we've decided to change, delete or add fields, the modifications are quick and easy to make.

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