Torrent prophet crm

Now the condition is to search for the word invoice in the subject field but you could choose other things. All right yeah I do have quite a Rolodex in my calendar in my Outlook. Here it came into my inbox and this was covered colored right with you know magenta bold. And I just want anything that has an invoice on it to be colored a very unique color super duper if you ask me.

This is one of the fun things that you can do. Anyway, making you color inbound emails in different ways is quick action. We probably got another 10 minutes and by the way, you can chat questions thanks Bryce for the comment about my Rolodex.

There was the magic of rules and changing the font automatically in emails. Not everyone knows about this. So maybe what I want to do is just create a little blurb. I have one called blurb. Look at the word blurb and it puts that content in the email automatically. Oh my gosh, that is so cool! Okay there created the email, sent it off to bill and it was that easy.

Now how did I do that? All right so maybe you send repetitive emails. Real easy you have to start with it one time. So you put your content into an email blank, you highlight it then you go up to insert go-to quick parts. Ridiculously cool if you ask me! These as I mentioned earlier follow you around. So if you want to have these things follow a route follow you around you just use templates. So there you have it I can create a block of the content of any link well actually there is a limit.

Now how do you create a template you just get some text you go over here you got to scroll down to your bottom and where it says plus template.

Well, it turns out that Outlook Outlook is the same as Outlook with Web apps are different. You notice there are no rules there are no view options there are very few options to decide what you want to do. I could do a couple of things. Outlook desktop has that you can block this never block the sender block sender never block the domain or make it a junk email. I wanted to talk briefly about transforming.

I had a question about documentation. Transforming inbound emails into different things. In that case, I could just open that contact from that where it said an existing match was found. Plus if stuff was in the signature line you could add it the email itself is still retained in the contact voila.

Pretty nice time saver there too. Now maybe you wanted to create a task to follow up on this email. Very very apropos when it comes to managing your Outlook inbox and taming your inboxes. So one of the things you do remember is to deal with it, delegate it, delete it or delay it. I just drag it over my task folder and look at it and create the task with the subject line on it and all I have to do now is give it a due date and maybe a reminder time optional. So creating tasks is super easy.

And one final thing is that you can create appointments from inbound emails. I get it. I just drag it over my calendar and it creates a new invoice meeting. So drag and drop can also create from an inbound email it can also create a meeting on your calendar. Pretty awesome! And really what Prophet CRM is a way to help you you know manage all of your time but very important in business manager contacts and other things.

So Prophet CRM is pretty nice. It works right with Outlook; it just basically adds functionality to Outlook. Maybe I want to create a task with a contact.

But another thing is that you can start tracking activities with these very very easily so I can see all the tasks created with the contact. Just a contact-centric view of all the Outlook functions.

Here let me pick Hillary. So these emails are sent to that person right or received from that person as the case may be. One of them is just to add notes. Now you or your administrator should have the Prophet be able to make predefined customized entries to this for your team.

And finally, we can combine a few things that we learned in this Outlook section to here where we have a function called group email. So I could say just sending a group email to that list creates a recipient list. I could personalize it. All right my blurb. For example my main signature. When I click send everyone gets a personalized Outlook email from me too to the recipient.

And did you know, almost all of these real mass emails get sucked into either your junk folder or this dreaded other folder because they detect all of this sort of masked stuff? Hey, we made it through in about 45 minutes today! Hey, I want you all to have a good rest of the day. Thank you! This video series will take you through the ins and outs of the Prophet CRM. Prophet provides two types of sales automation. Why is this important?

One of them is that it helps drive desired behaviours: it helps people move through the sales process efficiently and effectively or any other process.

Also, having a well thought out process helps you scale as you add team members: you have some training capability on how to perform the processes that you want. All of this is a very important background framework. You can do this on a whiteboard; you can map it out on a legal pad. The reason this is important in our conversation today is that a big part of the sales automation for opportunities is triggered on the sales stages, so you need to have identified these stages and you know kind of be clear on what they all represent.

For example: stage one you get a lead; stage two you qualify the lead; stage three you present your product or service to them; stage four you get a quote or a proposal, get approval, and close the deal. That consists of some instructions that are built right into Prophet. Then, what you do is assign each of these templates the actions that you want them to take.

Now, remember I pointed out there are two types of automation. So, you can set like a series — some people call it a drip series or a drip campaign — and that provides a timed set of follow-ups or touches in your workflow, which works with the opportunity function; you can set the delay days — you know, 7, 14, 21 days, or what have you — but you also set the stage, and every stage can have a unique set of automation to it.

One other feature here is that you can choose to make actions shared which is a little check box. What that does is it publishes the templates out to your team so everyone can share the same content or design or messaging and that sort of thing.

You trigger the automation, and it launches a whole series of automated follow-ups, and away you go! I can select the start date, and this is a very simple automation, in that it will just create a series of automated follow-ups based upon the dates that are in these templates here. You can do the same thing for companies. And again, you can set the start date — that might be useful if you know the company is going to be closed for a week over the holidays or something like that.

From an opportunity standpoint, basically, you can launch a series of workflows. Every stage can have a unique series of automations associated with it. I click send; that email gets sent to that person. In this case I have another follow-up scheduled; now you can see my whole series: my first email has been done — you can see the done column, yes or no.

My follow-up reminder has been set, and then I have four additional follow-ups — we call them touches a lot in the sales world — I have four additional touches, a total of six touches, with one action! I usually do that because I just want to see it, maybe edit it, before I actually send it out to that person. So here we go: notice how it picked up the full name? Now that email went to that person! On tab number two there is my sales automation tab.

First of all, I just selected the term email. We give the ability to put the company name here. In this case, remember what it was, parentheses First with the F capitalized. I use a comma in my salutations, some people use a colon, whatever. You can put things in, like photos or whatever, and you give it a subject line whatever you want.

If you do have your email automatically appended you would usually just delete it from the template. Not that hard! Down here is the number of days of delay before it launches. I just want to show you the new one that I created. Who should we do today, how about Tony Hawk? How do we do it again? But again, I could still edit this, I could change it, I could put other content in it or what have you. Triggering of the automation is a little different in the opportunities, as you saw.

So again, select all or select some of them, sort however you want to view it, select a start date if you want it to be different than today, and then you click apply, and it will launch that series including any emails, tasks, or appointments.

So that is all the magic of the sales automation in Prophet. Boost productivity and get the most out of outlook with Prophet CRM! To have a look at the following topics, which are covered in the Prophet CRM learning series, visit www.

Greetings and welcome to the program today! Now, this is going to be useful for anyone who is just getting started with Prophet for the first time, but it also serves as a great refresher on some of the basics, and for those who are just curious as to how it all works.

So welcome to the program! This is being recorded — a video will be made after the webinar today. The topics cover all the things about getting started with Prophet CRM — stuff like how to prep your computer, how to get your contacts organized and prepared, installation, setting up views and lists, etc etc — you know, just getting started with Prophet.

And very importantly, just how to start managing your contacts effectively. Basically, on the computer prep, all you really need to think about is having a fairly modern computer with, hopefully, Windows 10 on it though we also support older versions of Windows.

And you need Outlook, either standalone or as part of Office One of the key things to start with is to prepare your contacts. On a new installation, the first thing you have to do is create a password. Go to our website, avidian. Close Outlook and then run the file. You are going to be launched into Prophet, which will automatically open Outlook.

They might be fairly deep down but you can move them up and add them to favourites. Setting up views is a key part of it. Think of a view as just a list, we call them views. This is a very important concept — setting up views.

Optionally you can give it a description if not obvious. The next thing you could do is choose the columns that you want in the view. These are just the columns in the list, and on the left are all the columns available, including all the custom fields.

You just use the little right arrow to move them to the right, move them up, move them to the left — that sort of thing. So you set up these views.

So all of your Outlook contacts come over natively right through Outlook unless you mark them private. Here you can drag and drop inbound emails to create a contact.

We also offer website form integration to capture contacts and leads and such. You may or may not be interested in an ERP integration or an accounting system integration — those are add-on services we have. Searching is how you find things. There are three types of searches. Though it also tends to generate a lot of results.

This is where it all culminates, why are you doing this? You can export from Prophet as well. If you want to export to excel — this is a permission-based function — your administrator will have to give you rights to export to excel. You would go into a view of people. Let me sidetrack for a minute. YOu just have to hover over a column header.

Right-click and find the field chooser. One of the unique things about Prophet is that it lets you load lists of virtually any size.

We elected to not limit the size of the list. Just bear in mind that if you have a really large list of contacts it could take a little time to load. User assignments is a good one; I used comparators to get Hollywood. I could add other filters just by putting my cursor here. Other criteria — which columns do you want? You can just drag and drop to move the columns around.

Now, one of the reasons you want to set up views like this and choose the right columns is so you can create filtered lists of all of these types of contacts. For example, in my prospecting views, maybe I want to create a filtered list by state.

Let me clear the filters. Pretty cool, simple to do. Clear the filter and away you go. I can simply right-click or select them with my keyboard — I could select some or select all. You may know that Microsoft has a function called templates. I could go over there and pick content from a template. Now all of these emails are being generated out to that list of contacts.

It takes about half a second per email, which is why, practically speaking, this tool is not useful for sending out thousands at a time. Continuing on that idea, one of the basic ideas throughout Prophet is this whole notes area. You can also see things like appointments or tasks set for that person. By putting it into Prophet it actually puts it here on my Outlook Calendar!

We did a fairly recent update that added the ability to do an advanced search, which also gives you the option of searching through the notes in the contacts. It can take a bit of time to do a search on that but might be useful for looking for project names or things of that nature. I wanted to get a little bit more on creating contacts. Look at that, I just got an email from Anthony Hopkins. So one of the things you can do is take an inbound email and use the Outlook function to do a drag and drop.

But it gives you the chance — maybe there really are two Anthony Hopkins in your world, so you could create a new one anyways. But in this case, I would simply open that contact instead of creating it — hope that makes sense. One of the concepts here is that you can choose which one of these is the overwriting contact. Pretty Awesome! With companies it will work similarly — for example, these two companies are the same but one has space.

Let me check my chat — no chat messages, awesome. Thank you for that question, that was a great one. Thank you everybody for joining the session today, really appreciate it. Just let us know how we can help, and hopefully, talk to you soon. Take care, and have a great rest of the day.

I hold a couple of patents and am tracking over 1. First of all, think of all reports as derived from some sort of data. And then you start to gain insight. We will be talking about several categories of reporting. Finally, the Analytics Dashboard, which offers three dashboards that come with the Prophet solution out of the box.

And we can also develop custom reports. How many opportunities were created, one of the key things in sales? Which Rep generated the most or least activity? Which clients had the most or least activity? Do you know what your lead conversion rates are on a day-to-day, month-to-month basis? This would be useful, obviously. How many activities does it actually take to close a deal? How much revenue is in my sales pipeline?

What stage are they all in? Now when we get into the advanced filtering, you need to know that Prophet has a lot of data in it that you can sort and filter through different ways. One of the things we will be talking about is just how to get more data out of Prophet without even running a report. You can see all of these different data points as you start to add advanced filters. Export to Excel is a useful function. You can export company data, contact data, opportunity data as well.

Are you expecting your leads to be updated very regularly? Maybe you should check that. This all applies to contacts, accounts, and opportunities — maybe you should find out if the data is complete easy to do — try to get a little more discipline in how the data is collected. All these things roll up into — once you set your expectations, the ability to report gives you the ability to inspect what you expect with the data Prophet reports to you.

Analytics dashboards built-in also let you look at pipelines, activity — how many contacts, opportunities are created — team productivity data, etc.

The idea here that I really want you to get is that one of the outcomes here is getting actionable insight so that you can make data-driven decisions. But the key question is, what do you do with this data? Are you creating more or fewer contacts or opportunities? Where is your new business located? Why keep hammering the dead horse there? Some people leave them open in new windows, which is helpful as well.

So, one of the things is you have to choose the columns that are in the list. Across the top here there are first name, last name, company, industry, and so on. The idea is in Prophet there are up to a hundred possible fields — you can select the fields that you want and simply move them to the right which puts them in the list view.

If you want them to move right in list view you can move them up in the chooser. By doing that you can add columns to the list view — you can save the changes to the list view.

Filtering is the ability to narrow down or reduce the number of records by some criteria. How you add filters is you take any of these columns and you simply filter by what you want — like an excel-based filter.

For example, I might want to go down and only want to see those contacts that are in the manufacturing and construction industries. As I add the filter it narrows the list down to only those contacts in manufacturing which, by the way, happens to be one of the customizable fields of Prophet, and I can show you how that all works in terms of customizing those fields.

Most of you have probably already done it, but this allows you to get more granularity in reporting. So, real simple concept.

That gives you the ability to select more granularly what will pop up in the excel report. Of course, I know you all know a lot about excel which is one of the reasons we make it so easy to export data to excel. I do have another webinar on just excel functions, so if you want to check that out go to Avidian. Again what I did is I grabbed the sales stage column label and moved it up to that top bar there — let me do it again to be clear.

Another thing you can do here is sort by a column — very useful. Say you want to sort by most revenue or least revenue. Maybe I just want to see what are my top ten list of revenue. Maybe your boss comes in and says, hey what are your top ten opportunities in your pipeline? So the idea there is that I was very quickly and easily able to get the data that I wanted out of Prophet, in this case, my top ten opportunities. Simple but very useful ways to get data organized, sorted, filtered, grouped, and once you get the data you want you can export it to Excel.

Another useful example, what about the last modified date? These are all opportunities that you want to make sure are properly kept up to date. Nothing worse than leads getting cold, right? Let me show you something else that will help you group: the Advanced Filter function. This might be useful for, say, an estimated close date. So if I want to see what might close between a certain date range, I can put those dates in, click okay, and now my 33 opportunities are filtered down to fifteen of them that are in the date range.

And you can just right click and hit, select all. Without even running a formal report I can see I have 7. I think we covered export to Excel and filtering — let me field a couple of questions. Does the modified date consider only changes to contact info, or changes to notes also? Any change you make to an opportunity that you then save, e. Thanks for that question. The main point is to look at your data so you can gain actionable insights.

Report Manager is accessible through a button — it used to be a folder but we changed it so that you can access it without a folder. And how to run reports, sorting and filtering different ways and such. Click on the report manager button and it brings up the report manager window. Now you will have noticed that there are default reports in all of these. First of all you can determine who you want to run the report on. This is permission-based — the only people you see here are those you have permission to run reports on.

So you pick the sort order, based on the type of report — you can pick the sort order by parameters like Activity Date, etc. You can actually add up to three sorts for any particular report. You can filter by account — I wont do that right now, but you can just filter; you can filter by revenue range greater than or equal to X, or so on.

There are two revenue fields, reflecting your personal name for the statistic. To add it back in you just select the field and click load. This is an activity report, based on my activity for the last fifteen days. The blue text are the actual entry notes. Just by way of clarity here, these notes are coming from whatever I put in here — voice mail, note, etc. You can run reports like this for companies and contacts as well. This was the Pipeline Forcast. I can put in some kind of date range here, select who I want to run this on — this is going to be a pipeline report — select who I want to run it on, sort order — revenue descending, estimated close date range — click view report.

Let me show you how I did that. Here it is, maybe we want to change some stuff around. These other two fields are system generated, the generated date and the name of who generated it. Go up here, hit picture, drag it over — it creates a picture box, which you can play around with to make it fit your logo. You see the changes to the title, logo, etc. The program is easy to manage and customize to your ever-changing needs.

The program is also intuitive, you can mostly figure out how to use, enter and customize without a lot of assistance. It's great that it fully integrates into Outlook, where it can even create Tasks and track emails.

It feels a bit "clunky" and needs some further refinement. The user interface needs a bit more refinement. It has so many customization options and things you can do, but it's hard to unpeel and see every option. Everyone liked how it can be customized to our needs and fully integrates into Outlook. CRM Software. Prophet CRM Software. Visit Website. Product Overview. User Reviews. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application.

Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads. With Prophet CRM dashboard, sales persons can track engagement with their clients, vi Free trial: Not Available.

Free version: Not Available. Full view. Image 1 of 6 Dashboard. Find the right CRM Software for you. Value for money. Customer support. Showing 1 - 5 of 88 reviews View all reviews. Write a review. Company size: employees.

Time used: Less than 2 years. Prophet as a Sales Tool What I like best about this product is that it is easy to use, yet more complex depending upon needs. Pros This software has many pros, including its integration with Outlook. With the email and calendar integration, scheduling and keeping appointments is quite easy. You will be able to manage daily schedules easily with notifications and reminders that are within the system.

There are sales automation features that make it easy to follow up on prospects and meet the demands of existing clients. Since the cloud version can be accessed using mobile devices, sales people will not have to go back to the office to collect essential data since it will be available for remote access.

What are Prophet CRM's pros? Prophet CRM has a feature known as Dupedetector which ensures that there are no double entries in the contacts. Prophet CRM Syncacross allows users to sync all contacts and information across all devices. Prophet CRM has advanced user permission controls whereby one can be restricted to particular information.

What are Prophet CRM's cons? Prophet CRM can find a design for the interface that is clean and appealing to users. Who are their main alternatives? It is available as a cloud based system or can be installed on premise, and can also be integrated with Quickbooks for accounting and sales commissions tracking.

Additionally it also offers options to review customer buying patterns to recommend up-sell and cross-sell opportunities to improve sales opportunities. Prophet CRM on the other hand is available in the cloud and on premise, but also supports mobility solutions as well. Additionally it has a marketing module that can be used to run email marketing campaigns, and supports native integration with other Microsoft Office products for business productivity tools.

There is also an option for timesheet logging to monitor sales personnel work attendance. Additionally the product can be integrated to third party systems using customized interfaces developed by the vendor. What is the cost of Prophet CRM? On top of the total cost of licenses which is easy to calculate - what is the REAL total cost of implementation? You need to add the cost of training, customization, data migration, and other "hidden cost".

ITQlick pricing score is 5. What should you ask Avidian Technologies during a demo session? Banking CRM.