Prophet CRM

Pros

This software has many pros, including its integration with Outlook. It is easy to install, and there are lots of training sessions and videos available for use. There is no separate system to log into, it is always open and available, no passwords to get through.

Cons

Honestly, there isn't much that I don't like about the product. Sometimes it can have its quirks but the engineers at Avidian are constantly updating the software so that any issues that are encountered are fixed in constant product updates and releases.

Pros

Super easy, love that it integrates directly with Outlook.

Cons

A couple of reports that I need are not available, but overall it meets all our needs.

Alternatives Considered

Reasons for Switching to Prophet CRM

Pros

It seems that this platform would be really easy to use for a team that is not super tech-savvy. Given the fact that it is integrated into Outlook, something everyone already knows how to use, it has the possibility of being a highly effective tool, and one that could be integrated into an existing business seamlessly with just a few tweaks to our own normal habits and routines in the ways we utilize Outlook.

Cons

Prophet tends to crash my Outlook on a regular basis. Customer support has been dismal at best. We have had promises since day 1 of having an engaged and supportive team working with us to maximize our ability to use the platform but our true experiences have a lot left to be desired.

Pros

The ease if moving from one screen to the next

Cons

Double checking the entry dates depending on which screen you are one. You need to make sure you change the date only once in cash receipts while you're making entries. Misc. Cash defaults to the current date after each entry.

Pros

Ease of importing and exporting contacts when making changes.

Cons

That the Company module and the Contact module are separate. It creates double work at times.

Pros

The integration into outlook makes it very easy to use. The customization aspect also allowed us to make it relevant to our niche industry.

Cons

Sometimes it crashes when I am inputting information. When this is an issue support is usually quick to help.

Alternatives Considered

Reasons for Switching to Prophet CRM

Pros

The CRM is an integrated part of Outlook. If you didn't know better, you'd think it is a feature of Outlook.

Cons

It's only available on PCs. There are so many possibilities that it can be overwhelming.

Alternatives Considered

Reasons for Choosing Prophet CRM

Switched From

Reasons for Switching to Prophet CRM

Pros

The program is easy to manage and customize to your ever-changing needs. The program is also intuitive, you can mostly figure out how to use, enter and customize without a lot of assistance. It's great that it fully integrates into Outlook, where it can even create Tasks and track emails.

Cons

It feels a bit "clunky" and needs some further refinement. The user interface needs a bit more refinement. It has so many customization options and things you can do, but it's hard to unpeel and see every option.

Pros

The software gives the right lead management, which increases business sales.

Cons

The support of CRM solution from this program faces no fault, and this gives us a dependable communication.

Pros

The integration with Outlook make Prophet CRM a useful tool in our business. It was easy to setup and integrate with our already in use outlook accounts. My team learned to use it very fast due its intuitive design.

Cons

I would lie if I say I have Cons for Prophet CRM. Any issue was rapidly resolve with the Support Team with updates.

Alternatives Considered

Switched From

Pros

It is a great way for everyone in the organization to be on the same page regarding the different files we all handle.

Cons

I find that though useful, the system is very slow compared to managing a diary using OutLook's calendars. I think the extra time it takes to load/open a case deters people in our office from fully embracing the software. Another recommended improvement would be for the created tasks to link back to the prophet case entry. Currently when we input "next action", and then put in the next step date it will create a task for that user, but when task that was created is altered to update the due date it is not reflected in the prophet case manager.

Pros

Fields in companies and opportunities are Customizable

Cons

Often glitches and creates duplicate Company and Contact entries. Creating reports is not easy.

Pros

Its connectivity with Microsoft Office Suite.

Cons

The email features could be better particularly capturing the email activity in the notes.

Pros

Easy to use, can populate into excel spreadsheets. Efficient. good value, support has been great.

Cons

It tends to crash Outlook. It's back-end system is finicky and errors out... can be unstable.

Pros

Installation is simple and it ties into Outlook for tracking activity and tasks by customer. As a user we can modify Prophet to meet our needs, not change our existing system to fit a CRM system

Cons

It sometimes causes issues with Outlook, although minor, are inconvenient

Pros

Nothing , unintuitive and slow . Clunky , sales personnel will hate and dread .

Cons

Everything , it is slow , unintuitive and slows down sales process .

Pros

I like that I am able to use it within outlook. Being able to customize and filter for specific data is very helpful and speeds up the amount of time to get those reports out.

Cons

The amount of time it takes to generate a report. For me it seems to be slower than my other colleagues.

Pros

The ability to track sales and possible new business throughout our company makes it easy to stay up to date with what is going on.

Cons

Sometimes it doesn't like to work right away when used through outlook.

Pros

Ease of use & daily reminders to keep me on track

Cons

Cant automatically email numerous emails

Pros

Tracking sales and opportunities. Giving everyone needed the information so all would see the same thing.

Cons

Cumbersome to find and input all values wanted

Pros

I liked the idea of this software. Having everything in Outlook really sounded appealing, but in actuality, it just never worked for me and my team.

Cons

A report manager that never worked, an analytics manager that never worked, and a technical support team that would rather send a dozen emails in resolution of your concerns than picking up the phone even once.

Pros

Keeps me accountable to my tasks and customers

Cons

Unable to cut and past in the "Opportunity Description field

Pros

The software has many, many options to use as you would like.

Cons

Running reports is cumbersome. I'd like to set up reports that I can run for specific customers but I cannot figure out how to make those happen. I'd also like to set up an appointment on my calendar rather than a "task". The buttom for for follow up will only put a task on my calendar, not a specific date.

Pros

It's a very user friendly product - it has the functionality we need along with a short learning curve for end users.

Tech support is outstanding. It's ironic that the vendor with the best tech support is the one where I need to use it the least, but for upgrades and platform changes they are outstanding.

Cons

When we were on the on-premises version if the public folder wasn't cleaned out on a regular basis the program would stop linking new data - I would have liked to have an alert or an error message for my end users. We've since moved to the hosted platform and so far there has been no downside.

Pros

The flexibility of orders entry, accounting, shipping etc.

Cons

lacking a bit on CRM functionality

Pros

This product was very easy to use with my current programs

Cons

I had a little trouble at first but quickly got used to how the program functions

Pros

I find that when our sales team uses the software correctly, we are able to assist with follow up on leads, communications and appointment reminders. The customer service is beyond amazing for any assistance.

Cons

I do think the one negative is the interaction with outlook and causing very infrequently slow issues.

Pros

It does the job. I would like the advanced level features to be a bit more intuitive, but I also haven't sat through any of the trainings, so maybe that's my own fault.

Cons

If you use it for all of the outlook contact management, then it is cumbersome to be able to consistently remove the same people from a contact export for email campaigns (like competitor contacts).

Pros

That it is embedded in Outlook. Flexible enough to design the screens in a way that makes sense for my company to track case development through to a sale.

Cons

when I send an email from Prophit it doesn't automatically go into the email section of the file we created in Prophet. We need to then LINK the email to the file. Too much time... We have 12,000 cases active in the system and it takes a while to load.

Pros

This product is a great value. I love the personal service and helpfulness of staff. I dont' get stuck on hold or in a never ending loop of computer answering services options. Simple, to the point, and easy to use. Love Prophet.

Cons

I look forward to app upgrades. That is an awesome option and helps a ton.

Pros

Daily upkeep of contact information and account details.

Cons

Duplicate accounts - system should recognize duplicands and not allow them.

Pros

I like how your files are easy to find and keep sorted with the CRM. And the customer support is phenomenal!

Cons

The only thing is that if you have a lot of files saved on the CRM it can be a bit sluggish to start up.

Pros

The ability to Track Opportunities and their anticipated Dollar Value. Also Close Date communication with senior management

Cons

Contacts have no option for Team members that are not employees of the Opportunity but may be Primary Contacts

Pros

The best feature of Prophet is that it is easy for anyone to understand and customize

Cons

I have not had the time to set up the advanced reporting capabilities. It is not integrated into our ERP.

Pros

A.ount of data we can input and manipulate and move to Excel reports.

Cons

Nothing, it fits all of needs in our industry

Pros

It has all the clinics we physically put there.

Cons

Very hard to navigate and create leads. It doesn't have a pop-up for new leads or reminders for leads. Very difficult to create a quote.

Pros

I like that it communicates well with Outlook ( when the connectivity works)

Cons

There are delays in searching up opportunities ( example: when you delete a prior search term, the system has to then pull up the whole book of opps each time. This causes a lag. Same with clicking "save and close" sometimes the button takes up to 25-30 seconds to recognize the mouse.

Pros

The basics and functionality are intuitive. Customer service has been outstanding.

Cons

This is a very deep tool which is good. The further you go the more assistance you need but the assistance is good but you need it.

Pros

The ability to tie it into my Outlook customers.

Cons

The fonts can not be changed and are too small. I had a support person look into the problem, but he couldn't fix it.

Pros

Being able to see sales history for each client

Cons

Some line items could not be customized. Other than that one item - I have emjoyed every other aspect

Pros

ease of keeping track of call backs and categorising leads

Cons

It can be a bit clunky and you cannot track/time stamp the initial notes when creating the contact without exiting and creating a new note with tracking. You can't log time stamped notes from your phone

Pros

This product is set up to integrate with our email and account management system. I find it rather slow to load and navigate, and would prefer to see larger overviews of our entire pipeline on a central screen.

Cons

Time to load is very annoying. We have over 1000 clients.

Pros

Not having to operate another program is great. Prophet lives inside Outlook is great.

Cons

Takes time for the program to update, company-wide. Depends on internet speed.

Pros

opportunity manager: helps with organizations and sales reports/forecasts

Cons

Does not work with IOS products and the mobile app is honestly horrible. NEEDS TO WORK WITH APPLE PRODUCTS BETTER

Pros

I appreciated how nimble the product is and allowed for us to customize it for our specific usage.

Cons

We do not have any complaints about this product.

Pros

Easily assimilates with Outlook, Easy to use for the most part and wish it had a few more features that I have recommended.

Cons

the app is not good, not useful at all does not mirror the desktop, I deleted it off my phone

Pros

integration with Outlook and ease of use.

Cons

Unable to search content of the documents attached to the contact records

Pros

Integrates with MS Outlook. The saved views feature is great. The filtering is great. Linking emails to opportunities is good. Has a phone app.

Cons

'Rows" defaults to 100. Should show all. Some info is hard to find without instruction. Should have a smart Google maps feature integrated to a travel planner that sets most efficient meeting times within a sales trip.

Pros

It's very full featured. My main challenge is taking advantage of all it has to offer.

Cons

There are occasional glitches withing Outlook that require attention. That said, Prophet support is outstanding!

Pros

the software is very helpful and valuable as a sales rep

Cons

its a little confusing at first but the videos are helpful