We’re gonna be using Prophet CRM for outlook today. So I’m gonna give you a fairly rapid set of concepts and topics here today, just to kind of get the conversation framed and then we’ll spend most of our time going through it.
I’ll get to as many of those as I can today, but the topic is how to Structure and Interpret your CRM data.
Feel free to ask questions through the control panel in the Zoom webinar. I used to think it was kind of a dry topic, but I get a lot of attendees to these webinars and a lot of views on the videos that I post afterwards. But if you’re prospectively just looking at investing in a CRM, I think you’ll find this topic very useful.
I’m the director of sales at Avidian! I’m sure many of you are clients today. Ladies and gentlemen, members of the press, clients and prospects. Contact one of our CRM experts for more information.ĬRM, Marketing, Sales Resources, Small Business Ready to get started? Prophet CRM is compatible with Blackberry, Android, and Apple products, and has a dedicated mobile app for iPhone users. Prophet uses Outlook, so any major differences are likely to be intuitive to individuals who are already proficient with Business Contact Manager. You won’t need to spend a lot of time training employees on new software.The similarity between Prophet and Business Contact Manager also means gains in other places: Prophet will automatically be able to use all of your Outlook contacts, emails, tasks, and appointments. All you have to do is export your Business Contact Manager data and import it right into Prophet CRM since it uses the same basic data definitions. Will I have to reformat all of my business data to use Prophet CRM as a BCM replacement? Want to connect several different workflows and compare marketing and sales pipelines on the go? Prophet can do that, too. Want to determine what efforts are producing the most success and scale them? Prophet can take care of that. Want to track salesperson progress and revenues with presentable charts? No problem. You can also create customizable dashboards to get specific about your data with Prophet CRM. Prophet is mobile, and you can manage contacts, view analytics, and enter data on any device that you can use to access Outlook. Prophet CRM has a wide spectrum of industry-specific templates that make it easy to adapt to the unique needs of your business, along with a team of implementation experts who will guarantee success. Prophet is embedded right into Outlook and uses the same Outlook-generated data to manage analytics, track business opportunities in real time, manage pipelines, and automate sales and marketing tasks to improve business efficiency. Why is Prophet CRM a good alternative to Business Contact Manager?īusiness Contact Manager works by synchronizing email and calendar activity from Outlook to help you manage business data, and Prophet CRM works the same way.
But if you use Microsoft Business Contact Manager (BCM) and are planning to upgrade to Office 2016, you’ll have to find a BCM replacement - the new suite does not support this add-on. How to export your Outlook Customer Manager dataīusinesses often prepare for a new year with upgrades and new technology.6 Steps to Selecting a Replacement for Outlook Customer Manager (OCM).CRM Solution for Manufacturing Industrial Machinery and Equipment.