Opiniones de Prophet CRM

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

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

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

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.

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

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.

The ability to tie it into my Outlook customers.

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.

Fields in companies and opportunities are Customizable

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

Being able to see sales history for each client

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

ease of keeping track of call backs and categorising leads

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

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

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

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

We do not have any complaints about this product.

integration with Outlook and ease of use.

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

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

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

Works well when updated, relatively intuitive, many updates, excellent CS and training.

More intuitive search function is required, I am always forced into advanced search mode to find contacts and companies in my own DB. Needs to have a contact DB outside my contacts for easier use in sales prospecting. Contact sharing by company of the entire prophet DB.

Integration with Outlook 363 / very seamless interface with outlook. As a longtime MS 365 user not to have to learn an other system was major reason for purchase

System does not integrate or operate with MS 365 online Outlook

Avidian Prophet is a CRM software that is installed into your Microsoft Outlook program. If you do not have Microsoft Outlook, you cannot use this software. You also must be running the most recent version of Outlook. Since it runs inside of Outlook, there is no need to open any additional software or browser tabs to use this software. Pricing-wise, as far as CRM systems go, Prophet seems reasonable. Their customer service is also great, as any time I've had an issue, I've received a reply within just a few hours, tops. In addition, it does a great job at allowing our sales team and sales managers to see what clients need attention, and what verticals we should be focusing our efforts on, based on real data collected by Prophet. It uses the connection to your emails as well as 3rd party software (such as Constant Contact, Mailchimp, etc) to analyze client interaction with your marketing efforts.

Prophet requires the most up-to-date version of Microsoft Outlook to run, so there are additional software costs to consider in addition to the costs of Prophet. You must also have the most recent Microsoft Windows operating system. If you are a Mac user, you will either have to run Bootcamp with a copy of Windows, or will have to use software such as Parallels. Again, increasing the cost of using Prophet because so many other programs/things are needed. It also seems to have some performance issues, and seems to lag computers down quite a bit. The software itself is not very easy to use and required quite a bit of training for me to be able to use it, and I had to consult my detailed notes regularly to use the software correctly. Also, it is just plain ugly.

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

Cumbersome to find and input all values wanted

Scale-ability and the capability to mold to a lot of different companies business models. The vendor is good about fixing issues quickly but sometimes difficult to distinguish between an actual error and a company specific business process. There are a ton of purchasable add-on's from third parties that can and do make this a wonderful software if you have the money.

Slow to implement vendor driven Idea's Network from user ideas. The product feels extremely slow once you get used to running the system and is glitchy because of the method chosen to release updates and advancements. Vendor Runs a continuous improvement program with multiple releases a year so as they are designing new features at the same time they are cleaning errors and glitches rather than waiting a long time for advancements and a rock solid release. This could also be considered good and bad if you need an advancement, you don't have to wait! Since this software can mold to a large variety of business models it can make training difficult and long due to the complexities of the software's advanced features.

As the IT Manager for Sherwood Lumber, my responsibility is to insure the software runs smoothly and the data integration with our ERP system works correctly. The software has had very few problems. We have been able to leverage the data integration capabilities of Prophet to provide important information from our ERP system to the sales people out in the field on their cell phones and other mobile platforms. They can manage Customer information on their mobile device and changes get updated in our ERP system, which keeps our Customer Contact information accurate. Our managers are able to monitor activities in the CRM to get a better feel for the interaction between our sales people and our customers and we are able to better organize our corporate marketing because of the data we are able to collect with Prophet. The people at Prophet have been great to work with. Both their sales and technical staff are knowledgeable and professional.

I have no specific complaints about Prophet specifically. The software platform fits our CRM needs and Prophet supports us well.

I like how there are several tabs to categorize your contacts and many areas to include in depth details about each contact. I also like how you can have multiple opportunities for different customers. Obviously, syncing the software with Microsoft Outlook has huge benefits. Being able to schedule tasks that go directly to your calendar allows for a great advantage for scheduling appointments and maintaining an organized schedule.

I'd like it to be easier to see if a co-worker is working with a customer or lead. I feel like you have to manually search through a list of companies to determine if they've already been entered into the software as a contact. If there was a search bar or a way of searching cities or states that contacts are based out of, it might help minimize the time it takes to verify if someone is already doing business with a company.

I love how integrated the CRM is with Outlook. It is easy to use and convenient.

I dislike that changes cannot be made to an entry from the overall views. An Opportunity must be opened in order to change any information in a field. It would be even easier to use if that information could be changed in the "view" screen.

Integration with Outlook has been a game changer from our last CRM

Loading time is slow at startup but is fine thereafter

I've tried many CRM systems from Salesforce down to cloud-based ones like Zoho. I have to say that Prophet CRM has the right combination of features and usability. Some have so many things I don't need, but Prophet is just right. Best of all, it is all done from within Outlook, so you don't have to go to a separate system. It makes it much easier and convenient.

Their iPhone application is out of date to say the least. I was told they would have a new version out soon, but am still waiting. I would say if they get this app up to date then that would be good. You can also access Prophet data through the mobile browser, but it's basic info like the app and not real good yet.