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Century 21

Avidian Wins Seattle Mayor’s Small Business Award

Prophet receives prestigious 4 Star Rating from PC World

Prophet wins Best Outlook-Based CRM Solution

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Sharing Sales Information

Identifying the Pattern Between Buyers and Sellers

Identifying constraints in your sales opportunity pipeline is the first step to improving your deal flow. Generating leads, qualifying prospects and closing deals is a process and by identifying (and fixing) the weakest links in the sales activity chain, you will improve your flow and close more business.

Our monthly sales best practices article is geared towards helping you identify sales constraints so that you can repair them and be more successful. Click here to read "Identifying Sales Constraints".

New Tutorial and Quick Tips
Learn the top tasks for success with Prophet in Flash format.

Easy efficiency boosters with Quick Tips

For Prophet: The Fastest Way to Create an Opportunity

For Outlook: Using AutoText to Create Repeatable Copy Blocks

Additional Articles in the Sales Best Practices Series

Identifying the Pattern Between Buyers and Sellers

The 5 Step Sales Process – Creating an Effective Sales Process

Understanding and Creating an Effective Sales Funnel

Our First Step by Step Guide for Business Relationship Professionals

How Jane Martin Uses Prophet to Manage Her Real Estate Sales Opportunities

Here is a real world example of how a user has set-up Prophet to help her track sales opportunities. This series is focuses on real world application of the software with steps that can be applied to just about any business. If you want an online demo of Prophet - we now have one available in Flash

Step One - Outline Your Sales Process

Step Two - Define and Organize Your Products

Step Three - Customize Prophet to Fit the Business

Step Four - Organize your Contacts

Step Five - Start Tracking an Opportunity

Step Six - Updating and Closing Out the Sales Opportunity

Step Seven - Generate a Report

Step Eight - Using Personalized Group Email to Communicate

Migrating from ACT! to Prophet – How Pinnacle Lending Group Did It.

Dave Baltzer, principle at Pinnacle Lending Group, and his team have been using ACT! for the last nine years, but were growing increasingly frustrated with the way ACT! handled multiple opportunities per contact. Even after spending significant dollars on customization, Dave and his team felt like they needed a better solution. Read how they migrated their business from ACT! to Prophet.

Brandrud Furniture and Prophet 2004 - A Case Study

Brandrud Furniture is using Prophet 2004 to create and formalize their sales process for the first time ever. Moving from a simple Access database to an Outlook based sales opportunity management system has been a great learning experience that they share with you. Read the entire case study.