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PROPHET 4.0 ENTERPRISE EDITION
OUTLOOK BASED CONTACT MANAGEMENT AND SALES CRM FOR LARGER TEAMS
Team Sales Editions: Professional Edition - Enterprise Edition
Personal Editons: Personal Edition - Professional Edition (Personal)- Premium Edition (Personal)
How Can Prophet Help YouThe Prophet 4.0 Enterprise Server Edition provides a secure, central database for all your customer data. Working in association with the Prophet 4.0 Enterprise Client the Prophet Enterprise Server can:
Key Features of Enterprise Server/Client Edition:
- Segment your data by group: Establish groups and permissions so team members can share information with each other, but each team remains a separate group.
- Create User Permissions: Establish a hierarchy so each Manager can see the data for the teams they supervise, while Executives can see an overall view of the whole company.
- Share Client Communication: Any Emails, Appointments or Tasks linked to an Opportunity can be shared with members of your team. Your personal emails still remain private. (Exchange Server Required)
- Provide Management Review: Managers can review, in real time, the sales pipeline for an individual rep or for their whole team. Executives can review for a rep, a team, or the company overall.
- Create Management Reports: With the Advanced Report Engine create over 30 standard reports such as Forecast or Won/Loss for a rep, a team, or the company. Design your own custom reports and share them with team members.
- Work Remotely or Off-line: Access your personal Prophet data via Windows Roaming Profile, Terminal Server, or VPN or simply work off-line and Prophet will automatically re-synch when you return to the office.
- Support Large Groups of Sales Professionals: Working in association with Microsoft SQL Server 2005, Prophet 4.0 Enterprise Edition can support 2 or more than 200 users.
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OUTLOOK BASED SALES AND CONTACT MANAGEMENT FOR LARGE TEAMS
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Prophet Contact Manager
Sales Opportunity Manager |
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CONTACT MANAGEMENT THAT WORKS FOR YOU
- If you know Outlook, you know Prophet.
- Easily capture, track and find contact details.
- Works without Microsoft Exchange.
- Very flexible and customizable to fit you.
SHARING CRITICAL DATA IS SIMPLE AND SAFE
- Advanced user permissions.
- Scalable server based sales data storage.
- Work offline, quickly synch when connected.
- Get a 360° view of accounts and status.
USEFUL CONTACT RELATIONSHIP TOOLS
- Time delayed reminders, emails & tasks per sale stage.
- Powerful contact search toolbar built into Outlook.
- Personalized group emails for 1:1 communication.
- Create & track time stamped notes for contacts.
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OUTLOOK BASED SALES CRM FOR TEAMS
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Prophet Toolbar
Manage Sales anywhere in Outlook
Sales Automation
Prophet Reporting
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CAPTURE, TRACK & REPORT ON ALL SALES ACTIVITIES
- Create sales opportunities from anywhere in Outlook.
- Customize the way you track sales to match your business.
- Associate time stamped notes with sales opportunities.
- Forecast sales by stage across the sales team.
- Create customized report templates to fit your business.
- Supports 3rd party reporting and analytical software for flexible data analysis.
POWERFUL SALES CRM TOOLS INCLUDING WORKFLOW MANAGER
- Automatically sends time delayed tasks, emails and reminders based on sales stage.
- Start each day with a list of specific tasks.
- Share data across team on central server.
- Create a sales opportunity directly from inbound email or Outlook contact.
- List, sort and organize sales opportunities in Opportunity Manager.
FLEXIBLE AND CUSTOMIZABLE SALES REPORTS
- Create Activities Reports to track the activities of individuals and teams.
- Manage sales team more effectively with accurate activity and sales data.
- Create Sales Funnel Reports to know the health of your sales funnel.
- Create and consolidate Sales Forecasts to know what you’ll close in 30, 60 or 90 days.
- Customize reports to fit your specific business requirements.
- Use other report viewers such as Crystal Reports to tap into Prophet database.
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