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Prophet wins Best Outlook-Based CRM Solution

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Sales Force Automation Challenges

Implementing Sales Force Automation (SFA) programs is challenging. On average, it takes three tries to successfully implement a new SFA software system. Approximately 80% of first time efforts fail. Why is it so difficult and what can you do to avoid the pitfalls? The Prophet sales article of the month focuses on the four major challenges of implementing an SFA program to help you plan and avoid the mistakes.

Click here to read "SFA Implementation Challenges".

New Tutorial and Quick Tips
Learn the top tasks for success with Prophet in Flash format.
Easy efficiency boosters with Quick Tips
For Prophet:  Opening Multiple Prophet Folders at Once
For Outlook:  Customizing Views in the Task Folder

Additional Articles in the Sales Best Practices Series

Identifying Target Markets
Identifying Sales Constraints
Identifying the Pattern Between Buyers and Sellers
The 5 Step Sales Process – Creating an Effective Sales Process
Understanding and Creating an Effective Sales Funnel
Do You Need a Full Customer Relationship Management Software?

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.

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