Name: PlanProphet
Price: 50 USD
Author: PlanProphet

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Application Lifecycle Management (ALM)

Cloud Storage

Continuous Delivery

Converged Infrastructure

Custom Software Development Services

Data Catalog

Data Center Virtualization

Data Fabric

Fraud Detection

Function as a Service (FaaS)

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Network Traffic Analysis (NTA)

Security Analytics

Software Composition Analysis (SCA)

Threat Intelligence

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Audience Engagement

Audio Editing

Blogging

Contact Management

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales

Cloud Infrastructure Entitlement Management

Data-Centric Audit Protection (DCAP)

Security

Chiropractic

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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PlanProphet is a CRM and automation platform specifically designed for the printing industry. According to the vendor, it seamlessly integrates with print estimating platforms to offer a wide range of solutions for print shops. These include lead management, data analytics, customer communication, and data management. PlanProphet caters to printing businesses of all sizes, from small local print shops to large commercial printing companies. It is suitable for printing companies, sign and graphics organizations, marketing and advertising agencies, print brokers, and direct mail service providers.

## Key Features

**CRM**: PlanProphet provides a tailored CRM system that integrates with print estimating platforms. It enables effective lead management, data analytics, and customer communication and data management.

**Forecasting**: The vendor claims that PlanProphet offers proactive forecasting capabilities through its Prophet Alerts feature. This feature uses historical data to predict future customer behavior and provides relevant insights to the staff.

**Customer Experience Automation**: According to the vendor, PlanProphet automates customer-facing communications such as welcome journeys, quote follow-ups, and post-sale check-ins. This automation aims to enhance productivity and improve the overall customer experience.

**Marketing Automation**: PlanProphet includes a robust marketing automation engine that engages buyers based on triggers from the print MIS. It offers features like welcome journeys, quote follow-ups, and customized communications based on the buyer's journey stage.

**Interactive Reports**: PlanProphet provides interactive reports that allow users to create customized reports or work with built-in reports. These reports visualize key performance indicators in real-time, enabling data-driven decision-making.

**Visual Dashboards**: The vendor claims that PlanProphet offers visual dashboards that condense multiple reports into graphs, charts, and tables. These dashboards provide a comprehensive view of key information on a single page.

**Automated Billing and Collections**: According to the vendor, PlanProphet automates the accounts receivable process, including invoicing, statements, payment approaching, and collection notices. This automation streamlines the order confirmation process and improves overall efficiency.

**Proofs Management**: PlanProphet offers a powerful proof management system that optimizes the proof approval process. It seamlessly integrates with the print MIS and provides a dashboard for monitoring approval status and facilitating collaboration.

**Collaboration**: According to the vendor, PlanProphet includes collaboration tools that enable easy sharing of information and real-time collaboration. These tools aim to enhance teamwork and communication within the organization.

**Shipping Management**: PlanProphet offers shipping management capabilities, allowing for job delivery and pickup monitoring. It also provides automated communications to customers and integrates with ShipEngine for managing shipments with various carriers.

PlanProphet 

Additional Licenses

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.

Basic

PlanProphet

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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PlanProphet

Overview

What is PlanProphet?