Streamline your data management process with the ProsperWorks + Prophet CRM integration

ProsperWorks is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities, and get a visual overview on your entire customer base. ProsperWorks includes email marketing, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Thanks to the sync feature with Google Contacts avoid you to update your contacts in ProsperWorks too. Once you’ve updated a contact, ProsperWorks will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

ProsperWorks also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, ProsperWorks will automate next steps.

Prophet CRM is a Customer Relationships Management system for Outlook, provided by Avidian. Its integration with Outlook is different respect to other CRMs integrations. It’s not a standard integration, because Prophet is literally embedded into Microsoft Outlook. The advantage of this kind of integration, is that Prophet extends the Outlook’s functionalities, turning it into a complete CRM solution, avoiding inconveniences such as duplicated users, extra-costs and continual syncing.

Prophet CRM is designed for sales teams and provides tools and features for this purpose, such as customizable dashboard, sales pipeline management, detailed insights, automation and workflows. All the activities are tracked with Prophet CRM, including email messages, calendar events, meetings and tasks. And if you want to send targeted email messages to your subscribers, just create “groups” and send the right message to each one in a bulk way.

Thanks to its automation features, you can save a lot of time reducing repetitive tasks. In fact you can automate welcome emails, follow ups, generic tasks, alert notifications and satisfaction surveys. The robust reporting system is able to merge data from Outlook and other sources, providing visual reports to easily understand what’s happening in the sales cycle, including performances and forecasts. Prophet integrate with Microsoft Office, Dropbox, Go To Webinar and other CRM solutions such as Microsoft Dynamics, HubSpot, Marketo, Salesforce and Silverpop.