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Prophet CRM

Prophet CRM

4.1
(143)
Optimized for quick response

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
Administrator
Validated Reviewer
Verified Current User
Review Source

"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
Validated Reviewer
Verified Current User
Review Source

"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 Eric H.
Eric H.
Validated Reviewer
Verified Current User
Review Source

"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 Ron V.
Ron V.
Validated Reviewer
Review Source

"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
Validated Reviewer
Verified Current User
Review Source

"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 Steve S.
Steve S.
Validated Reviewer
Verified Current User
Review Source

"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.

Prophet CRM review by Dwight H. D.
Dwight H. D.
Validated Reviewer
Verified Current User
Review Source

"CRM That is Customize able and So Powerful"

What do you like best?

What I like best it that it took what I was already using on a daily basis Microsoft Outlook, and gave me a way to keep step with all of my clients. I was able to use company jargon and product tracking and keep records on areas that I have to create in my monthly reports to my bosses and board. The most help has been with the support, and the classes they provided, and along with the YouTube channel of demo's I was able to watch, and try out some of the tips and tricks.

I have been a user for a long time, and each year I seem to discover more solutions on how to make use of this powerful CRM software.

What do you dislike?

I wish I understood the reporting side of the product better. I would love to be able to put out better looking reports, and add some of the things that I see in the video's. I know that this takes some practice, but the only opportunity seems to only arise when I'm under the gun for results. I do use the established reports and they do just fine for the report I need to generate.

Recommendations to others considering the product

Can't wait for a Android version of the tablet use. There isn't very many apple users here at my work we are all on windows platform.

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

Keeping track of the companies that I work with on building relationships with both their employees and the employer. I have several work areas this does make it easier to handle the cities, and my last contact with them. I now have a laptop that allows me to use this in the field. This has been way more helpful to do it there. In the past I had to come in and transcribe my notes.

Love the automatic tickler area when the reach outs that happen because I have set them up.

Prophet CRM review by Administrator in Hospital & Health Care
Administrator in Hospital & Health Care
Validated Reviewer
Review Source

"Initial setup and experience with Prophet."

What do you like best?

Initial support and setup was excellent.

What do you dislike?

Backend support post launch, weak at first.

Recommendations to others considering the product

Make sure you have a detailed post implementation plan and have your long term support specialist involved about midway through your implementation. If they come in at the end you are having to retrain a new support person from their company, which is not helpful. These guys are knowledgeable and willing to provide assistance, but can be a bit of a hassle in the short term. Secondly, they are beginning to offer some interesting webinars and information, but their first run at this was cumbersome and didn't go off well. Might give some insight into their ability for long term strategic development. So far, we like the system, but are not using anywhere near capacity.

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

Tracking and ability to review information as field reps develop processes. Field reps have begun to see what their efforts are producing and the actual activity levels the are performing at/above.

Prophet CRM review by Ron G.
Ron G.
Validated Reviewer
Verified Current User
Review Source

"Prophet CRM from Avidian"

What do you like best?

Prophet was a breath of fresh air when I discovered it. I've been a user for over five years. It is so tightly integrated with Outlook that using it is like using a feature of Outlook rather than a 3rd party app.. Why would I ever want to use a less tightly integrated CRM? And their support is second to none. You actually have an account manager assigned to you, which creates a more meaningful support relationship.

What do you dislike?

They could do a better job of describing the different standard reports available. The names don't differentiate them as well as they could.

Recommendations to others considering the product

Take advantage of the account manager assigned to you!

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

- Single customer/prospect database

- Group emails to targeted groups

Prophet CRM review by Meghan H.
Meghan H.
Validated Reviewer
Verified Current User
Review Source

"Implementing Prophet has given us the efficiency that we were looking for. "

What do you like best?

That tracking of all contact made with someone and the options to track all activities within the office.

What do you dislike?

The linking can result in multiple users being linked and involves constant clean up.

Recommendations to others considering the product

The support Prophet (especially Roger) has given us in making the system what we would like it to be has been great. We appreciate their continued support in making Prophet continue to work with us with our changing needs.

If any has a company/office that struggles to find ways track opportunities, increase production and secure record keeping than Prophet is a great option.

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

Prophet has allowed us to track all activity which results in more efficiency within the office and record keeping has improved.

Prophet CRM review by Matthias H.
Matthias H.
Validated Reviewer
Verified Current User
Review Source

"Prophet CRM has given me the details of customer tracking the easy way"

What do you like best?

The integration right with Outlook and all the other Add-Ins together make it so simple to operate in one environment without switching, transferring etc.

What do you dislike?

Not having the data available once yo are offline I still dislike. Planning that is sometimes not possible and depending where one travels, Being online is not always possible. It is getting better however, due to the availability of WiFi at more and more places.

Recommendations to others considering the product

GO take a training session with them; talk to the team about the features; read up on the success story;

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

My notes are all in one location, I have projects, reminders all linked together and thus I can manage a day, a customer or a project easily.

Prophet CRM review by Franca B.
Franca B.
Validated Reviewer
Review Source

"Solid CRM Solution"

What do you like best?

The Avidian Prophet CRM product has proven to be a very easy to use product that is imbedded in Outlook. The application Interfaces very well and allows my department to track our sales activity easily. The product support is outstanding and when I've run into an issue they respond very quickly and with knowledgeable suggestions. The product is outstanding and the service is even better.

What do you dislike?

The security built into our company servers does slow down the launch of the product. But that is something I've become accustomed to.

Recommendations to others considering the product

I researched several CRM products before purchasing Prophet a few years back and this product has been perfect for my purposes. As well, the support we receive from the account manager and from the help desk support is outstanding.

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

Avidian Prophet CRM has allowed me to track and respond to new and existing customers easily with access to important information at my fingertips. The historical information is key for my business and having my support staff access that same information is critical. I can't imagine working without this tool now that I've used it for 2 years.

Prophet CRM review by User in Recreational Facilities and Services
User in Recreational Facilities and Services
Validated Reviewer
Verified Current User
Review Source

"Easy to Use; Great Support"

What do you like best?

Customer support from Prophet has been great. I am not a power user, but every once in awhile, I have questions about Prophet. I get fast, accurate responses in no time.

I've had a few computer issues over the past year, as well, and having a cloud-based CRM has been a big relief - nothing lost!

Prophet is the one and only CRM I have used, and being able to easily track correspondence is really valuable. I may only have contact with a client once a year, so remembering or tracking down term, special needs, etc., would be cumbersome without Prophet.

What do you dislike?

Would like to be able to merge customers, when I've found I've created duplicates.

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

Tracking correspondence with customers and noting relationship issues is very important in my business. Having a CRM that seamlessly manages this information is a huge benefit to me, particularly since many clients only interact with me on a once-a-year basis.

Prophet CRM review by Administrator in Environmental Services
Administrator in Environmental Services
Validated Reviewer
Review Source

"Amazing User Service once purchased"

What do you like best?

The fact that technical support is one call away and they will help you over the phone immediately if possible. They can also set a date and time to do a quick refresher course or set up new training for you on a function you have never explored yet. They will take control of your screen and walk you through your specific issues, so you can complete the task with them right there.

What do you dislike?

The reporting section could be a tad bit more user friendly, although with tech support there to help you it is easier to navigate. They will help you create a report template that you can save and use over and over again.

Recommendations to others considering the product

Very user friendly due to the fact it uses Outlook which pretty much everyone is familiar with.

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

For follow up purposes this CRM keeps you very organized. You can create a task within an opportunity and it will populate (if you like) into your outlook calendar and send you follow up reminders. As a sales person this is key!

Prophet CRM review by Ryan W.
Ryan W.
Validated Reviewer
Verified Current User
Review Source

"Profiting from Prophet"

What do you like best?

The integration with Outlook is clean and using a platform we are all familiar with makes life easy when using this CRM.

What do you dislike?

A more robust mobile application will be a nice addition to the overall platform.

Recommendations to others considering the product

Do your homework, but if you want a solid platform that easy to navigate and simple to use, then Prophet can help you and your team manage the sales cycle, customers and opportunities.

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

Organization of data, managing pipelines, capturing information, etc. We were in the twilight zone and now we have structure, visibility and accountability.

Prophet CRM review by Matthew B.
Matthew B.
Validated Reviewer
Verified Current User
Review Source

"Overall view of current and closed opportunities, group emailing and lead maintenance."

What do you like best?

Group emailing function. Allows me to split between agents / partners and customers and can easily ensure that the right people get the correct notifications.

What do you dislike?

That you cannot switch back and forth between PROPHET and Outlook so when you leave the program you have to go back in and start from scratch each time.

Recommendations to others considering the product

Great tool from User level to administrator. Easy to track progress, run reports & most importantly keep in front of the customer / prospects.

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

PROPHET allows us to keep in front of customers . prospects easily.

Prophet CRM review by Matthew (Matt) C.
Matthew (Matt) C.
Validated Reviewer
Verified Current User
Review Source

"It was pleasant and quick. "

What do you like best?

The support and knowledge center. I like the layout of the website with the use of the FAQs, and the access to cases on-line and the support. I am happy that I can talk to someone in the US. Furthermore, the attention of detail with their integration of Outlook and workflow provides the access to information I need when dealing with clients and prospects anytime and anywhere. There is a flexibility there which I like because as my business grows, I can mold Prophet to fit my needs.

What do you dislike?

I don't like the fact that the software does not install correctly the first time. Everything start with the first impression and the first thing, your software is flawed when running the installation packages. I also that you cannot toggle between the contact, company and opportunity manager on 1 screen. I have to open separate windows and ALT-TAB between managers. It is a little annoying at times. Also, why can't I share my custom views with others? If Prophet is supposed to help us collaborate, that would be one of the first I would want.

Recommendations to others considering the product

If you are looking for a web based CRM that also integrate with Outlook. Then I would recommend this product based on the price point.

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

Workflow, transparency and reporting. I like how this integrates smoothly with Outlook and the fact if I am remote, I can still get access to the data on an iPhone, iPad, or PC.

Prophet CRM review by Thomas D.
Thomas D.
Validated Reviewer
Verified Current User
Review Source

"Prophet provides a superior productivity and funnel management tool."

What do you like best?

The ability to customize sales reports and to pull and review funnel reports with sales reps. We also use Prophet as an Account Management tool and I am able to review activity with our Account Manager on all our existing base of clients to monitor contacts, distribution of newsletters, and new services sold. I'm also able to monitor and measure the churn rate of our base.

What do you dislike?

We are very pleased with Prophet and do not have an area of dislike.

Recommendations to others considering the product

Understand the full breath of the tool especially the ability to customize reports to fit the specific requirements of your business.

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

Measuring productivity of sales reps and account managers. I can measure close ratios and contact frequency and determine reps effectiveness in building funnels. One of the key benefits realized from using Profit is that it has allowed me to set realistic productivity expectations for sales reps and account managers.

Prophet CRM review by Chris S.
Chris S.
Validated Reviewer
Verified Current User
Review Source

"Stainless Steel Product Manager"

What do you like best?

It is very easy to use and make changes to the software as grow with it.

What do you dislike?

Visually I wish there were some color options which might make it easier to distinguish on item for the next.

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

We are finally able to coordinate our inside and outside sales efforts. This has helped use to follow up on more quote and to grow our business. We are operating fast and more efficiently.

Prophet CRM review by Administrator in Events Services
Administrator in Events Services
Validated Reviewer
Verified Current User
Review Source

"Support ticket unanswered for three months."

What do you like best?

I can't say that I have had a good experience.

What do you dislike?

I have emailed and reached out repeatedly to correct issues, including my sales representative Kaye, and my account manager, Donnita, on multiple occasions and have consistently seen no response because they don't seem to have any sense of urgency to communicate with me.

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

I can organize my follow ups and my prospects.

Prophet CRM review by Aaron H.
Aaron H.
Validated Reviewer
Verified Current User
Review Source

"Must have product to keep on top of your clients."

What do you like best?

I love that it is integrated with MS Outlook. It makes setting appointments, tasks and reminders simple to keep track of. If you sync your phone to your Outlook calendar, then you get all of them even while on the go.

What do you dislike?

I wish there was a MOBILE app or the mobile website worked. It's a little frustrating that to have to fire up the laptop of the road to update something when we could just do it on our phones.

Recommendations to others considering the product

If you are using OUTLOOK for work emails, this is a no brainer. Get it and you be glad you did.

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

It's helping us effectively stay on top of our current clients as well as the pursuit of new ones. We are generating reports from the system to track how our sales staff is doing and see how they are going from week to week as well as monthly and yearly.

Prophet CRM review by Andy P.
Andy P.
Validated Reviewer
Verified Current User
Review Source

"Avidian's Prophet Does a Great Job for CRM"

What do you like best?

Prophet is a powerful, full-featured CRM that integrates easily with Outlook. The ability to use add-ons to the main contact and calendar tool we are already depending upon made the decision very simple. I looked at probably eight to ten different CRMs before finally deciding upon Avidian's Prophet. The other key factors in their favor are: dollar-for-dollar the flexibility in managing the new business "opportunities" we are creating and tracking, as well as the back-end customer service needs, was better with Prophet than any other platform.

What do you dislike?

The report creation and customization features are not all that friendly. Once you understand the steps, it gets easier, but it's the least user-friendly piece of their platform.

Recommendations to others considering the product

If you're a small to medium-sized company, on a budget and already use Outlook as your main communication tool, then Prophet is a terrific fit.

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

Better coordination and real-time information-sharing of sales lead and new business data means better decisions and greater focus on the targets that matter most.

Prophet CRM review by Joshua V.
Joshua V.
Validated Reviewer
Verified Current User
Review Source

"I recommend this product to every sales rep I work with!"

What do you like best?

Being that it is an Outlook add-on makes it very intuitive. It is very easy to learn and use. I am most impressed with the company and contact management portion of the program. My boss loves the reporting features. The email function allows me to personalize emails to multiple customers with the same information.

What do you dislike?

The mobile app for Prophet is extremely limited. It works ok for looking up opportunities but most of the info on the app is already synched with my phone. I think it may be more useful on a tablet if you could have the full suite available but it just doesn't do what i need it to on my phone.

Recommendations to others considering the product

If you like an easy to use product that tracks your customers and opportunities right in Outlook you have found it!

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

I use this product independent of what my company does. I uses it for customer management and opportunity management. I have been able to close more sales by staying on top of opportunities that would otherwise fall through the cracks.

Prophet CRM review by Jesse Wayland A.
Jesse Wayland A.
Validated Reviewer
Verified Current User
Review Source

"Everything I'd want it to be"

What do you like best?

Easily organizes emails and appointments and documents all in one place. I love being able to attach one person to several different groups. I also like that it is tied in with Microsoft Outlook. Should I ever need to change my CRM, all my contact and appointment information is still available to me. This was not the case with my last CRM; there was no integration with Outlook, which is part of the reason I switched.

What do you dislike?

Technical support must be done via email, and often takes hours to get a response. I would much prefer to be able to call in and speak with someone live when the problem arises.

Recommendations to others considering the product

I previously used Goldmine. At this time, I loved it. However when I went to upgrade the program, I learned they had discontinued their small-business support, and the license fee was now way beyond my means. My concern was that I wanted access to my 10+ years of data on Goldmine. I looked around and Prophet was the best I found. I particularly like that it integrated with Outlook. I figured that although I might want another CRM in the future, I would always use Word. Now that I have learned how to use Prophet CRM, I much prefer it to Goldmine. I find it more dynamic, and it is a fraction of the cost.

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

I was both self-employed and a full-time student. I have a lot going on, and this program has enabled me to stay organized and efficient.

Prophet CRM review by Peg E.
Peg E.
Validated Reviewer
Verified Current User
Review Source

"I have used Avidian Prophet for the past year. "

What do you like best?

I really enjoy that all CRM features are all within Outlook. It really makes the workflow so much more simple. I really like not having to switch between programs. I have tried other CRMs that were supposed to synch with Outlook, only to end up with duplicate Contacts. Not possible with Prophet. Also, the search field is very powerful.

What do you dislike?

Nothing so far. I don't use many of the sales & pipeline features that are available.

Will look into expanding my utilization of other features the program has to offer.

I might like if the Prophet was more pronounced in the List, maybe Bold Type Font.

Recommendations to others considering the product

If you want a CRM that works well within your Outlook program, this is it! I have tried many CRM programs over the years and Prophet is what I was looking for all along. I really like that I do not have to synch with Outlook. Everything is included and available within Outlook. No switching between programs is what I really like. Makes work flow much easier.

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

Contact manager to enhance Outlook's abilities that did not have to be synched with another program.

Prophet CRM is exactly what I was looking for inn that regard.

All contacts are the same within Prophet and Outlook. No synching necessary. I can not stress too much how useful that feature is!

Prophet CRM review by Jen R.
Jen R.
Validated Reviewer
Verified Current User
Review Source

"The easiest for entering new opportunities"

What do you like best?

I like that the format can be customized from the administrative level. I can set which fields are required to be entered into the contact, opportunity, and company cards to help with creating better pipeline reports.

What do you dislike?

I dislike that you cannot do a mass update on something like the close date. Each card opportunity card needs to be individually edited. For us, our sales cycle with prospects is annual, so once the date passes, we need to be able to easily push the opportunity to the pipeline for the next year.

Recommendations to others considering the product

Be sure to really think out your sales process instead of back-peddling a few months down and losing all of the data that had been entered. Also think about what types of reports will be important and create fields or options for it.

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

We are solving the problem of too much data being stored all over the place. Linking files and emails to company and opportunity cards has helped to reduce the amount of time spent looking for prospect information.

Prophet CRM review by Scott Z.
Scott Z.
Validated Reviewer
Verified Current User
Review Source

"Great software. "

What do you like best?

Prophet is a tool that fits our very specific need, while maintaining a complete flexibility with what we wanted to do. Where we were previously working from several spreadsheets and post it notes, now we are able to maintain a flexible and clean database spread across several states with quite a few employees.

What do you dislike?

At times, the server hosting our information can be slow, or simply wrong, causing a lot of heartburn when dealing with our data. Data clarification could be better.

Recommendations to others considering the product

Spend some time working in it and try to set up a dummy account first to get an idea of the tools. That way if something goes wrong, and it might, you can fix said issue or re-do it without losing your own data.

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

Without revealing too much information, we use Prophet as a way to keep track of business we've done from the creation of the potential deal all the way to closing.

Prophet CRM review by Kyle E.
Kyle E.
Validated Reviewer
Review Source

"Green Flush Review of Prophet CRM"

What do you like best?

It interfaces with Outlook. This makes it easy to use as I spend almost all of my time in Outlook.

What do you dislike?

It is not as intuitive as I would like it to be.

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

I am actually following up with leads and when I do I have detailed notes. This is helpful both as a tool for sales and project management.

Prophet CRM review by Rick T.
Rick T.
Validated Reviewer
Review Source

"Prophet Review "

What do you like best?

It works once like it is supposed to The opportunity menu tracks all opportunities IF you keep it updated

What do you dislike?

a little cumbersum when you have to update address changes etc..

Recommendations to others considering the product

Do your homework The fact that Prophet is embeded in Ouitlook a Big plus

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

Tracking all opportunities A grest reminder by date the last time you touched an opportnity

Prophet CRM review by Christopher B.
Christopher B.
Validated Reviewer
Verified Current User
Review Source

"Avidian Prophet Review"

What do you like best?

Without a doubt, the best thing is that the CRM is built into MS Outlook. I've used several other CRM's in the past from the biggest out there to a few smaller cloud based ones, and they all lack in that you have to enter info into Outlook and also the CRM. Some have syncing abilities, but those were not great. Prophet is great since it resides and works within Outlook, which most have open all the time anyway.

What do you dislike?

1. Prophet needs a smartphone (Android, Iphone, Ipad) app and they need it soon. All CRM's are moving this direction and while being able to log into Prophet Mobile on a browser does work, it is really only a basic informational platform and not real powerful compared to other CRM's I've used. I hope this is on the list of features being developed by Avidian.

2. The Addin is slow to load and Outlook warns me all the time about how long it takes to load.

3. I don't know why when I enter contacts for example, they go into "all contacts" list and I then have to assign them to myself. This is a time waste. It should automatically assign the companies and contacts to the logged-in user without intervention.

Recommendations to others considering the product

If you want CRM that is truly "inside outlook" this is the one to try. Many other claim to sync with outlook, but some work well and some not so much.

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

Organization and keeping track of all my prospects info, emails, tasks, and opportunities was the the number one challenge that Prophet has helped me get control of, all within Outlook. Benefits have included being able to reduce my CRM time since all info is within outlook.

Prophet CRM review by Eric H.
Eric H.
Validated Reviewer
Verified Current User
Review Source

"CRM Great System, technical implementation difficult"

What do you like best?

The system itself is a great way to keep your customers organized. We are able to e-mail based upon customer groups and not just mass e-mailing.

What do you dislike?

The technical installation was done by the Avidian company, but we had a lot of issues upgrading from a local server to a cloud server. We still are having technical difficulties here and there with computer compatibility. I don't have time to keep contacting technical support every time I have problems, I would like it to to just work.

Recommendations to others considering the product

Work out all of the bugs during the first installation.

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

We try to keep in contact with our customers in a personal way, but with thousands of customers, it's tough to be personal with everyone. this system allows us to keep track of our customers, set reminders to e-mail, and keep notes of past orders.

Prophet CRM review by Gene B.
Gene B.
Validated Reviewer
Verified Current User
Review Source

"CRM Product Selection"

What do you like best?

My associate and me had been reviewing and evaluating CRM products for several months. Also, In speaking with various industry acquaintances we had also been getting feedback from them on the products they were using for their organizations. Products like Sales Force, Microsoft CRM and a few others continued to come up in the conversations. All good products in their own right however, we determined that we were paying for features that we would never utilize. Then we came across Prophet CRM.

Prophet just had the right balance of features to cost and most importantly allowed us to operate out of and in our current Outlook database. Even more, is the excellent implementation support from our account support person, Amanda... she is just what the doctor ordered.

What do you dislike?

Too early in the process of implementation to truly assess everything but the immediate weakness is the limited functionality of the mobile application. It is very limited in function on IOS and Android platforms. While it does allow for adding new contacts and reviewing information it needs to allow full feature function on IOS and Android.

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

Our key reasoning for adopting a CRM platform was to add structure to our sales process for scheduling activities and for the follow up on those activities. Secondly, we needed to have more insight and control into our process pipeline.

Prophet is allowing us to do these things.

Prophet CRM review by Tammy N.
Tammy N.
Validated Reviewer
Verified Current User
Review Source

"Amazing Service and Funtionality with Prophet CRM"

What do you like best?

As with any new product there is a learning curve. The staff at Prophet have been extremely responsive and helpful. We are a small business with not a lot of resources, this tool has already enabled us to streamline processes and communicate more effectively and professionally with our clients. More importantly, the office staff is always up to date on a clients status and needs. The fact that it works with Outlook has made the transition to Prophet very smooth. We are able to track everything we do a do measure everything that moves. The best part of this implementation for me is the level of support that has been provide. We have had some major malfunctions (self-inflicted) and Roger Johnson and his team have been so helpful and life-saving.

What do you dislike?

There is so much functionality that I know I have so much more to learn. This is actually a good problem to have.

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

Communication, pipeline, client information - all of the functions within Prophet allow us to be better communicators both internally and externally.

Prophet CRM review by Susan S.
Susan S.
Validated Reviewer
Verified Current User
Review Source

"Able to keep up!"

What do you like best?

Using Prophet helps our team communicate with each other on the status of employers looking to hire our graduates. The software is intuitive to users so there is very little training required with new users. Search capability is easy and quick and can be done while speaking with someone on the phone or working with students. Results can easily be exported into Excel.

What do you dislike?

We customize the software to fit our unique needs which takes time and forethought.

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

We are able to track communication with employers and make sure follow-up happens with our employers. Before Prophet, we didn't feel like we could keep up with the call/email volume and provide excellent service to our employers. With this product, our efficiency has improved and long term relationships are easier to maintain.

Prophet CRM review by Caroline C.
Caroline C.
Validated Reviewer
Verified Current User
Review Source

"Prophet 7 upgrade - so worth it!"

What do you like best?

The format of the contacts. Before it was very confusing between our Outlook contacts and Prophet contacts. Also, the way the contacts were listed in Prophet (5) was terrible, they were sorted alphabetically by FIRST name. Prophet 7 makes it much easier. Also, the ability to customize your screen is really nice. More freedom to view things you want. Also, the customer support in getting us all upgraded has been fantastic.

What do you dislike?

The installation is a little confusing but the customer service rep helped. You can uninstall/install on your own but there are small steps that can be missed. We have 5 licenses so we had the rep install 2 of the upgrades and the other users have to do their own.

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

The contact situation. This has helped us clean them all up. Also, the reports are useful to track business.

Prophet CRM review by Jim & Donna H.
Jim & Donna H.
Validated Reviewer
Review Source

"Concise, easy to learn, versatile, and seamless. "

What do you like best?

The consistant and similar way you can do so many things. because the basics are the same you learn the essential tasks very quickly. people that have never used a program of this type find it very easy to start using effectively after a couple hours of instruction

What do you dislike?

A large population of our company is dedicated to codis and there is not a way to integrate codis with the CRM and that creates a lot more work when communicating with the people only using codis.

Recommendations to others considering the product

Highly recommend for users of all aspects of customer service as well as contact information. Easy to learn and use. Once you understand the basics you can incorporate using it in so many things you do every day to become more efficient. We are able to keep track of contact with our dealers through the CRM and keep a record that is very easy to access. Many of the people that are using the CRM had no experience with this type of program and they were able to start using it effectively with a couple of hours of instruction.

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

We are seeing much better communication with co-workers in the same department regarding interaction with dealers and information that can be reviewed for future reference. Maintaining current data regarding our dealers is extremely important and it is very easy for all users to update contacts, phone numbers, and email address's for all our dealers.

Prophet CRM review by Butch D.
Butch D.
Validated Reviewer
Review Source

"Using nProphet CRM"

What do you like best?

Prophet CRM is an easy to use CRM that is Outlook based and is extremely user friendly. Tagging/tracking/managing clients for both current and future use is easily done and efficient for all members of our team. Easily shows company and team member production. Prophet CRM / Avidian customer service, whether it's technical support or team training, is over the top - fabulous. Great program for managing the different client types and stages for our real estate office.

What do you dislike?

The only complaint we have about this fabulous program is the mobile CRM app doesn't work as well with iPhone as with Droid. All of our agents, and most of the staff, have iPhones. We hope they improve the functionality of this in the near future.

Recommendations to others considering the product

Jump in, schedule training and watch their great videos/tuturials.

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

We have solved linking email to clients in our CRM and also have the ability to use one program to generate and track income generated for both sales people and company production levels.

Prophet CRM review by Erling S.
Erling S.
Validated Reviewer
Review Source

"Avidian Prophet"

What do you like best?

It's fully integrated w/Outlook so your simply adding additional data & custom fields right in the program you use every hour of the day!

It's pretty intuitive & allows reasonable customizations & formatting of where the fields reside, for easy & logical workflow.

I have used Goldmine, ACT, Pivotal, Seibel, SalesForce & Oracle/Seibel. For small businesses, this is the best product I have used.

What do you dislike?

I'd like the ability to move the locations of some default fields that I don't use.

It takes awhile to load Outlook when there are lots of Avidian add-ins to load in. I wish it coul load faster giving you immediate basic functionality while the rest loads in the background.

The reports are difficult to set up initially.

Recommendations to others considering the product

Do trial & set it up& kick the tires to make sure it meets your organizations needs.

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

Total knowledge at UR fingertips of everything that has gone on in the acct including attachments&contracts associated with the acct & ALL correspondence, in one place. It blows up Outllo into an invaluable tool.

Prophet CRM review by Amanda V.
Amanda V.
Validated Reviewer
Review Source

"I tested this product for a while, and enjoyed it. I now use it in conjunction w/ Outlook features."

What do you like best?

My favorite feature was being able to see all e-mail communications with particular individuals without having to do a search in Outlook. It tracks all of the communications, can group them by sender or recipient and can track the actions needed from there.

What do you dislike?

There was a learning curve on what all it was able to do - for example, I didn't know until I'd had it for a week that it was able to do what I wanted. Until I figured it out, I thought it didn't do at all what I'd hoped. I had to discuss it with an Avidian employee to explain what I wanted it to do before I realized it could actually DO what I wanted.

Recommendations to others considering the product

Talk to one of the representatives to explain how you want to use the product, and they will be able to tell you if and how Prophet CRM can help you. It is capable of doing so many different things for so many different types of work, that it'd be surprising for it to NOT be usable by your company...but the uses may not be readily apparent unless you ask or watch lots of videos detailing what the capabilities are.

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

I'm a staffing manager, so my primary use is tracking communications with individuals and actions that result from those communications. I did not need to use any of the social networking aspects or mobile offerings.

Prophet CRM review by Derek B.
Derek B.
Validated Reviewer
Review Source

"Prophet CRM from IT Manager point of view"

What do you like best?

I didn't use Prophet CRM a whole lot as an end user. I was responsible for working with Avidian to get it deployed and providing day to day support. Avidian's technical support team was very helpful getting the product deployed, and later, getting it moved to a hosted environment. They made my job as an IT manager quite easy.

What do you dislike?

The end users I worked with used it on a daily basis, and the only downside I saw to the product was that the Outlook add-in caused delays in startup time, and Outlook would periodically disable the add-in. Re-enabling it is a very easy fix though, and that was the only real issue I had to deal with.

Recommendations to others considering the product

From a technical perspective, I can't think of any reason not to use it.

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

I can only speak on the behalf of the users I support, but they're previous CRM solution was a shared contact list. Prophet CRM has had a noticeable impact on their sales process (in a good way, of course).

Prophet CRM review by Brenda K.
Brenda K.
Validated Reviewer
Review Source

"Great tool for any business!"

What do you like best?

The ease of Prophet is amazing. I have 8 sales people that I track use Prophet. The sales people love it because they can add info wherever they are in the US as long as they can get on the web they can enter info and don't have to wait to get home to complete. We have customized the program to fit our business and are continuing to tweak and add more information. What amazes me is in using this program for two years the amount of information that is at a persons finger tips. I would recommend this and have!

What do you dislike?

sometimes I do find it hard to find a project/company and always have to go back to do an advance search.

Recommendations to others considering the product

Take the time to have a CRM walkthrough this with you - just don't do the canned presentations

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

One spot that the sales people can enter their info and the others in the organization has to go to one place to pull reports or look up a project.

Prophet CRM review by Jason Y.
Jason Y.
Validated Reviewer
Review Source

"Very useful, intuitive system"

What do you like best?

We like the instant familiarity with the Prophet system....for Outlook users, it's a very intuitive environment to work in. The seamless integration with Outlook really makes picking up the system quite easy for new users.

What do you dislike?

Perhaps our biggest challenge with the Prophet system is finding ways to customize or "tweek" the software to meet our particular needs. There are ways to add custom fields and pull downs, but some of the work-arounds aren't quite as easy as we would have hoped. In the end, we can usually make it work, but sometimes the solution isn't the ideal design that we would have preferred.

Recommendations to others considering the product

Spend the time up front to design your sales process clearly

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

Tracking our business sales opportunities was the main reason that we have been using Avidian's Prophet software. We've been using the software for about 8 years now and it's an integral part of our sales management process. We've been able to increase our revenue by following up on sales opportunities and tracking those opportunities through to completion.

Prophet CRM review by Chris S.
Chris S.
Validated Reviewer
Review Source

"Prophet is a great way for me to keep track of my customers and prospects. "

What do you like best?

My favorite aspect of Prophet is its ability to adjust to our companies selling process. We have customized numerous aspects of Prophet and it has allowed us to tie in our selling system nicely. Prophet also has also allowed us to establish a real time log of which sale rep has what account and how long they have been pursuing that specific account.

What do you dislike?

The part of Prophet I dislike the most would be the ability to add new contacts and companies. The process can become complicated and duplicate itself if not entered properly. It took me some time to master the process.

Recommendations to others considering the product

I would recommend this product to other similar sales organizations. The customer support and ease of use has allowed my business to grow and has allowed me to become more organized.

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

We are solving the the speed it takes to either close an account or move on. I have noticed that some prospects and customers are not a good fit for our company quicker, which has allowed me to save time.

Prophet CRM review by Administrator in Business Supplies and Equipment
Administrator in Business Supplies and Equipment
Validated Reviewer
Review Source

"Easy to use product and great support!"

What do you like best?

Anyone who is familiar with Microsoft Outlook can quickly and easily become proficient with Avidian Prophet CRM. If you can create and manage contacts, use your calendar and tasks it will be an easy transition for you to log all sales activity in one place!

What do you dislike?

If I could change anything, I would have the 3 separate databases "speak" to each other.

Recommendations to others considering the product

Be sure to get your sales leadership on board, especially during implementation. Their support will be critical to its success.

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

Great visibility to contacts across the organization, which covers 75 users across multiple states and within Canada. We are starting to use the tool for marketing purposes and looking forward to using the MailChimp integration soon.

Prophet CRM review by Chuck K.
Chuck K.
Validated Reviewer
Review Source

"i was pleasantly overwhelmed /impressed with the superior customer service. "

What do you like best?

the flexibility in setting up the program to my specific needs. the sales and customer support are "super" - with follow through, customization, details, suggestions and patience - plenty of patience. what was very impressive was how the prophet staff tried to understand my business - came up with specific customization plans and strategies.

working with Donnita Weese on the purchase - I didn't feel like I was being sold, I felt like she was teaching me about prophet. now that I purchased the program and am in the process of setting everything up, I am now working with Amanda Gardner. I feel like she works for me. she understands my business almost as well as I do. she was planning my business growth with me - how the program will grow with me. Now that's special.

What do you dislike?

there wasn't much to dislike. actually I haven't found anything to dislike. when I get some free time, I'll think about it. lol.

Recommendations to others considering the product

Any business wishing to grow will need a program like prophet. information is excessive - being able to manage what we have and we have coming is essential to survival. my success is from using my techniques as well as teaching them. the need for prophet is obvious - and anyone who thinks not will not be in business very long.

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

I am a business coach / consultant with many clients - all different sizes and needs. many require working with many vendors/contacts and on multiple inside projects. I can now track multiple projects with multiple players in multiple situations. This problem has been driving me crazy. I am actually excited about being more organized. I feel the difference in my schedule and results as I move forward to this goal. And what is interesting - my desk is now more organized with less junk, papers. I am back to having everything on line and available whenever and wherever I am - at my office or my clients office. Being cloud based is a real plus.

side bar: I am part of a global network of approximately 50 business coaches / consultants. we have weekly conference calls where we talk and share new techniques, strategies, suggestions, problems, etc. I will prepare a presentation on prophet as I believe my fellow coaches / consultants would benefit from this program.

Prophet CRM review by Carey R.
Carey R.
Validated Reviewer
Verified Current User
Review Source

"Why Avidian Prophet CRM is the smart choice for your business"

What do you like best?

If you can use outlook you can use Prophet. No learning curve! If you choose a CRM that takes you out of outlook, then whatever solution you use will not be fully effective. The support has been consistently good over a number of years. The thing I like most about Prophet is it just works and lets me concentrate on looking after my customers.

What do you dislike?

Having been a user for several years over time all the small things that were annoying have been fixed, currently I am struggling to think of something I don't like. I

Recommendations to others considering the product

Don't muck around with anything else! Implement Prophet and you will increase your Profit

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

Stopping valuable leads falling through the cracks. Every lead gets actioned and serviced

Prophet CRM review by Deborah S.
Deborah S.
Validated Reviewer
Verified Current User
Review Source

"It has helped us streamline the sales team"

What do you like best?

The ability for all to see what is happening with all customers.

What do you dislike?

Doesn't always work well on networks. Reporting could use some sprucing up.

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

Streamlining quotes and tracking of correspondence with customers. Allows the whole company to see customer contacts.

Prophet CRM review by Darrell W. C.
Darrell W. C.
Validated Reviewer
Verified Current User
Review Source

"Excellent marriage of CRM & Outlook 2010"

What do you like best?

I get to use one program and customize it somewhat to adapt to my business and needs for my customers.

What do you dislike?

It doesn't search and remove duplicates. It requires dedication to adapt to using it and learn all the features available. It doesn't have a library. Often when a lead calls me, it would be nice if I could obtain a script from the library in a few clicks.

Recommendations to others considering the product

Make time to watch the training and support videos, they are very valuable.

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

Creation and implementation of automated sales processes, Follow up and Follow through.

Prophet CRM review by Roger L.
Roger L.
Validated Reviewer
Review Source

"Great way to control CRM - Business Development from my own perspective"

What do you like best?

Great the way it integrates with Outlook and let's you manage business development, complex relationships at your accounts, notes, follow-up and reporting for your own use. Simple to use - but if you want to get more sophisticated they provide expert business and technical support. Yes you may still need to fill in enterprise CRM data for your company (what a nightmare) but this is more likely to be the tool you use on a daily basis.

What do you dislike?

Some of the more custom features and data fields are not as intuitive as they could be.

Recommendations to others considering the product

It is worth getting the full level of service and support in the beginning to help you customize the environment to meet your needs.

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

My role is in business development and I needed a way for me to consistently track relationships and initiatives at a large number of firms over time.

Prophet CRM review by Randel T.
Randel T.
Validated Reviewer
Verified Current User
Review Source

"Prophet 7 Review for Outlook 2013"

What do you like best?

Very satisfied with Prophet 7, & works great with Outlook 2015.

Integrates very smoothly

What do you dislike?

All good with Prophet, now if only Outlook could run as smoothly.

Recommendations to others considering the product

If you like using Outlook this is the best CRM I've come across.

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

None

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