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Introduction

Customer relation management (CRM) is the concept that businesses adapt in order to better manage their customer service and customer service goals. They are processes and procedures that can help a business be more efficient and effective in their day-to-day operations. It is a part of the overall program that a business can put in place. Implementing it can be a great benefit to a business in order to facilitate their overall CRM program.

What is a CRM application?

A CRM application allows for software automation of many of the functions of a CRM program. It combines several functions such as contact data collection, searching, scheduling, and reporting. For example, it can help you gather your clients name, address, and contact history. Once this information is collected, it can help you schedule follow up reminders or send the information to another employee who may need it. A CRM application can also help you report on the data you have collected and share this reports in different formats. This the corner stone to an overall CRM process that your business implements.

Prophet as a CRM application

One great CRM application on the market is called Prophet. Prophet is designed and produced by Avidian. It integrates directly into Outlook as a plug-in. It is easy to use and powerful applicaion. It breaks the process into six major areas: contact management, opportunity management, sales note tracking, sales info sharing, automated follow-ups, and sales reports. This application can help your business reach its full potential. It is one of the most used and well-reviewed CRM applications on the market.

Outlook plug-in as part of a CRM application.

Prophet is designed to be a direct plug-in with Outlook. Why is this important in a CRM application? First off, it makes it easy to access. Outlook is one of the most commonly used software programs and as such is usually open on someone’s computer whenever they are working. When you open Outlook, you have full access to Prophet. This is key in ensuring that people enter data into the CRM application. If an employee has to remember to open a separate program each time they need to use this application, they are much less likely to do so. Everyone needs time saving steps and combining the CRM application into Outlook is a big time saving step.

Ease of training with Prophet.

The combination of Outlook and Prophet also makes it a very easily trainable CRM application. Since most users already know the basics of Outlook, the learning curve of the CRM application is low. This means less time and money spent on training. The training can also be customized to the needs of your business. Avidian offers web-based and one on one training. You can also get pre-installation consultation and follow-up training as you need it. The familiarity of Outlook also makes it more user-friendly. A person who feels comfortable with Outlook will feel comfortable with the plug-in. The more comfortable a person is with an application, the more likely they will use the program and the more effective the CRM application will be.

Contact Management in a CRM application

One of the most important part of any CRM application is contact management. It should allow you to collect any and all data about customers that you need. Prophet allows you to collect the information you need quickly and easily. It enables you to collect everything from the clients name and address to contract tracking, so you can keep track of every time you communicate with your contact. This application has several pre-labeled fields as well as several customizable fields so that you can collect the exact data you need.

Reporting and sharing features in a CRM application.

All of the data that you collect in your CRM application needs to be easily disseminated. This application makes this function easy. Once you have the information input, it is easy to pull the data out to a report format. These reports allow you to track performance as detailed as an individual or as broad as the whole company. The reporting is flexibly enough to be exported to several different formats so you can share the reports with people who may not be using a similar CRM application. These formats include PDF, HTML and other options, ensuring everyone has good access to your reporting. You can also share contact information easily with other people in your scope. For example, if another sales person needs to contact one of your leads, you can easily send them the information for them to view from their application.

A CRM application for all sized businesses.

Prophet offers a CRM application that is perfect for any sized business. If you run a single person or small group office, this application will suit your needs perfectly. If your team is a little larger, you can expand the uses with the Professional version of this top-notch CRM application. If you are looking for the ability to set user access and automate workflow for your large team, the Enterprise edition is what you are looking for. The CRM application Professional and Enterprise editions allow for sharing data through central servers, incorporating Enterprise effortlessly.

Conclusion

As a CRM application, Prophet is top notch. It gives businesses effective and efficient tools in a easy to install and manage CRM application. Backed with top-notch customers service and training, Prophet by Avidian is just the CRM application you have been looking for.

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Avidian Technologies is a software company specializing in creating software solutions for users of Outlook and Exchange. Prophet, developed by Avidian Technologies on the .NET platform, is the leading contact management and sales CRM software built in Outlook. The company is headquartered in Redmond, Washington. For more information, please visit Avidian.com or call 1-800-860-5534.

Many of today's most successful large and small businesses have chosen Avidian's CRM Software as their sales management and contact management software.

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