Avidian is a complete customer relationship management (CRM) built into Microsoft Outlook.
2 years of experience
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Prophet CRM has proven to be a valuable tool for businesses of all sizes, providing a centralized location for tracking communication with clients. This software helps users manage ongoing transactions and business issues, ensuring progress is not overlooked, and enables teams to communicate with potential clients and note progress in one place. Users have reported that the platform helps them find new leads, keep track of opportunities, and communicate with estimators and co-workers.
The software solution helps manage pipelines and forecast opportunities, improving coordination and real-time information sharing for better decision-making and focus on important targets. It allows for tracking communications and actions resulting from those communications, making it useful for business development and relationship management across a large number of firms over time. With Prophet CRM, users can streamline quotes, track correspondence with customers, and generate customized reports on the information needed, making it easy to operate and track work. Overall, Prophet CRM provides visibility across the company, keeps everyone informed, integrates each prospect into one system in-house, making it useful for sales style, discussions/meetings about sales capabilities with real numbers.
Users recommend using the hosted version of Prophet CRM as it is easier to use and provides a user-friendly experience. They also suggest making a habit of using Prophet CRM and think it is a great CRM that is very user-friendly. Another recommendation is to consider a CRM that works on Apple products, and highly recommends Prophet CRM for sales departments. Users also recommend getting access to direct customer support instead of dealing with an intermediary, as this ensures prompt assistance. Additionally, they suggest doing thorough research before implementing Prophet CRM and making sure all data is set up properly before migration. The price of Prophet CRM is considered a bit above moderate, but it offers an easy-to-use interface, good pricing, and a great reputation. For communication assistance, users recommend the hangouts meet system. It is also suggested to have a detailed post-implementation plan and involve a long-term support specialist. Users further recommend involving sales leadership during implementation for success. Compatibility with other ERP software should be determined beforehand, and support from Prophet in making the system work with changing needs is appreciated. Companies struggling with tracking opportunities, increasing production, and securing record-keeping are recommended to use Prophet CRM. Taking a training session to learn about the features and talking to the team about them is advised. Before purchasing Prophet CRM, users recommend researching several CRM products and taking advantage of the account manager assigned to you. It is suggested for Outlook users to use Prophet CRM and have a PC for better compatibility. Watching the training and support videos provided by Prophet CRM is highly recommended for efficient usage. Users across different aspects of customer service and contact information highly recommend Prophet CRM. Scheduling training sessions and watching tutorials provided by Prophet CRM are further recommendations. Doing a trial run and setting up Prophet CRM to ensure it meets organizational needs are also advised. Talking to a representative explaining how you want to use the product can help determine if Prophet CRM fits your requirements. For customizing the environment, small to medium-sized companies on a budget who already use Outlook are recommended to get the full level of service and support in the beginning. Testing the trial version before purchasing is also suggested. Users find Prophet CRM helpful in keeping track of everything and enjoy using it. Setting up 'pretend' customers first and playing with Prophet CRM to get familiar with it is also advised. Lastly, Prophet CRM is recommended as an alternative to Goldmine for small businesses.
