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

Qualtrics is a simple to use web-based survey tool to conduct survey research, evaluations and other data collection activities. Anyone (with no experience) can use this research suite to build surveys, send surveys and analyze responses. All from any online location, any time you need.

Use of Qualtrics software requires a CMC email account login and password. You must use the CMC Qualtrics web form to log in or create an account. If you go to the public Qualtrics website and create a trial account, any surveys you create or data you collect will not be accessible from the CMC Qualtrics site.

When using Qualtrics, Firefox, Chrome and Safari are the recommended web browsers; problems have been encountered when using Internet Explorer.

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.