Avidian transitions Microsoft Outlook into a customer relationship management (CRM) solution for sales and business teams.
Prophet CRM unifies Outlook’s email, contacts and calendar data—with opportunities, stages and records—enabling teams to capture and analyze customer data with a single tool. When emails are sent, appointments scheduled or meeting notes entered, everything is tracked automatically. The Prophet Dashboard gives each salesperson an at-a-glance view of their pipeline and any daily tasks, and sales automation functions send automated reminders to sales teams to encourage follow-ups. Prophet is customizable to match each company’s unique sales process.
Avidian’s professional services team manages each installation from the initial planning to user adoption and post-installation support.
August from Dakota Fluid Power
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.
Recomendations are in order of robustness in each area of business.
Purchasing - Very Strong
Distribution - Very Strong
Sales - Strong
Pricing Structures - Strong
Service & Maintenance - Strong to Medium: Needs a lot of work for differences in business models for Service. Scheduling a service is a challenge.
Manufacturing - Light: When they mean light manufacturing they mean it. Not a CNC type manufacturing add-on. They are currently working on a scheduling functionality that will help a ton but would still be a lot of work to run a large caliber manufacturing facility using this add-on. Some things are nice and some other are horridly missing. There is better software that handles manufacturing easier.
CRM - Light (baseline): Purchasable integrated add-on's make a world of difference.
Reporting - Baseline - Light: Need to purchase add-on if you want any strong reports or someone with Highly developed Crystal and or SQL Skills.
Diane from Dakota Fluid Power
Specialty: Other services
I like the ability to have all things connected through P21. We don't have to have separate systems to make PO's or use systems in conjunction with this for all of our needs.
I don't like the warnings for too many screens open. I also don't like that the save and clear buttons are side by side. Many times I have accidentally hit the clear button instead of the save button and have had to redo my work.
It takes time to learn how the parts work together. It takes time to get the hang of where to find things the fastest way.
Teresa from Y2K Fluid Power
Ease of use & functionality of this product is very user friendly. The customer service so far has been great!
Haven't come across anything I dislike yet. But I haven't had the chance to use it very long yet. Love it so far!
Check the ease & functionality against what you are currently doing, pros & cons, and I think you'll find out this is easier!
Anthony from Y2K Fluid Power
The product has good capabilities for the order entry and production functionality however the CRM portion of it has a lacking as far as ease of use and making sure that the software is prompting sales activities, Vendor is pretty helpful in regards to development and assistance but is slow moving
not all the functionality of a full fledge CRM, Slow moving for changes or needs
It is great for an overall package consisting of Accounting, Purchasing, Production and Sales But definitely needs to be upgraded to enable better CRM
Alex from Prismier LLC
Integrates into Outlook very well. I liked being able to connect the company and the people involved with the project. I created multiple departments that all have their own custom tabs so people can keep track of the information they need. Customizing the views is nice to get a quick glance of what you are working on and it exports to excel.
Outlook crashes a lot. We have new machines with Outlook 2013 and everyone in the office is having trouble. There is also no dynamic ability to move the project through any stages. You can't exclude null or not null values in the views which forced me to add more fields and make everything more complicated so projects didn't show up or would move off people's views once they were done with their portion. If you plan to host on premise there is still a lot of development work that needs to be done to get things working smoothly. They don't use their own software for the analytics tab and need to fully understand the limitations before signing contracts.
If you have a simple to understand sales process this is a pretty good software. If your business has any complexity to it this might not be the best fit. I got the feeling they were overwhelmed by how many projects each person was working on and couldn't take the time to understand our sales process or really help implement the software. The support team isn't great will follow-ups. Need to stay on them to get results.
Jon from A M King
It is completely integrated into Outlook allowing me to stay in this application and enter all my client tracking information. Plus the ability to add Outlook tasks directly from the user opportunities I am entering is fantastic to remind me of future times to reach back out.
That there is no spell check in the opportunity notes section. This is the main area I track all client notes and a simple change could be made to add an automatic spellcheck feature.
Understand if your users are major Outlook users and if so this is the product for them.
Rhett from The Conjoint Marketing Group GmbH
Specialty: Hospitality / Travel
the integration with outlook and the ease of being able to continually and seamlessly keep the database updated is worth iots weight in gold. I used ACT for years and by comparison the analogy of Edison to iphone 6+ is valid for ACT to Prophet.
Technical issues can and do occur from time to time. Its a technical process to resolve these and invariably we need assistance from the help team in Seattle which given the time zones between there and here in Munich can be a little limiting at times
Read the installation manuals Its a complex program with many features you wont use Work out the bits you want to use and focus on them
Gary from Motorcar Parts of America
The ease of set-up, use and ability to customize the program. The Prophet support team is outstanding. Training sessions are very helpful.
There isn't anything that I do not like about the product and vendor - This product and vendor is great.
Compare the features and benefits to other programs. Get the feedback from current users. Understand the full capabilities of this program in discussions with the Prophet team and how it can be adapted to fit your needs.
Brian from Forward Air
I really liked the ease of training users on it and how quickly they can pick it up and start using it day 1 after only an hour or so of training. Their Account Management staff and Tech Support are outstanding to work with and very thorough in explaining the software to you and the users. Donnita Weese supports our team as an Account Manager and she is great, couldn't have asked for a better representative to help my team.
There is not a lot that I do not like about Prophet. I have some functionalities I would like to see added to improve it or that would fit our team better. Biggest complaint I hear from our users is the speed of uploading their leads when first opening their contact or company manager windows.
If you are looking for a simple fast learning CRM for your users this is it. Like they say, if you know Outlook you are already 80% trained. Take the time and experience the Demo with one of their representatives to see the functionality and simplicity, you will not be disappointed.
Tod from Sherwood Lumber
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.
Keeping the data synchronized and accurate does require some time. We do get multiple records because of user error, or incomplete information. The data needs to be accurate to be of value and that does require monitoring of the data and someone to correct it. Our goal was 100% adoption by the sales force. We are approaching 50% adoption after a year. Changing user habits is a big challenge.
Kelly from Hahn Financial Group, Inc
Software works within outlook. Easy to use, run reports, etc.
Would like our entire team to be able to view all emails associated with a person.
Sometimes when things go wrong, it seems the vendor has difficulty finding out what the problem is.
Should be easy to use, easily accessible, keeps the information you need.
Bill from Hanna Commercial
Specialty: Real Estate
I like the fact that Prophet works inside of Outlook. I have tried other CRM's that "work with" Outlook and have always found them to be clunky and to not interact with Outlook as well as they claim. I have found the people at Avidian to be very responsive to calls and emails.
no huge problems. There are a few things they could tweak to make Prophet even better.
Beware of CRM's that claim they work with Outlook. While they may claim this, in actuality, most do not do so very well.
Brad from Niederman Insurance Agency
The interface with Outlook is awesome! Very convenient to send specific group emails to clients.
Sometimes you will get the occasional crashes or tech issues.
Test drive the software, you will not be disappointed!
Jamie from Midland Metal Products
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.
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.
Make sure the end user experience is something easy to learn and incorporate into their current work flow. Check that tech support is available and helpful with fast turn around time (once users adopt a CRM it becomes mission critical very quickly. Make sure you understand the fee schedule. Avidian is very clear about the costs and what is included with no surprise fees.
Jim from Seibolld Baker
Short learning curve, great integration with outlook, easily connects all of our remote team to one database
Very minimal mobile device support, and complicated use for apple laptops (virtual windows needed) . The only really effective way to edit/enter the data is with a windows pc. But because of the outlook integration we can at least use/view the data on all of our devices.
Our needs are very simple: we want one contact database for our small sales team oof 11 people, all working in different cities. THis does that well. Its not perfect for how we would like to use it, but it is much better than any other crm system that we evaluated. The customer support is faster and more personal than any technical product we have encountered
Tom from BIS Corporation
The support from Avidian for any questions or issues is excellent. Very responsive to our needs. We use Prophet on a daily basis for funnel management, existing account managment, project management and sales management metrics.
There is honestly nothing we don't like about Avidian and the Prophet product.
Get an understanding of how robust and fexible the product is and also understand how reports and information can be customized to meet specific business needs.
Jay from Canal Holdings, LLC
(i) Easy to use and install, (ii) people at Avidian are extremely helpful, patient, and responsive, and (iii) the add-in feature to Outlook (I do not need to duplicate my work between the CRM and Outlook)
Report generation may not be the greatest or easiest to use, but we are getting better at it
For a small business like ours, Prophet is perfect and will grow with us.
Craig from Delmarva Engineering
The integration with Outlook is a great idea but is far from seamless.
clunky to use, too many windows, too long to load the database, does not work off-line unless you remember to do a synch each time you take your laptop with you. Sold to us as a finished product but feels like a Beta. Crashes constantly
RUN AWAY - this product is a step in the wrong direction - too many screens, too complicated, does not work well off-line
Bill from Sun Title Agency
Specialty: Real Estate
The fact that Prophet is built directly into MS Outlook is convenient and well-managed within the system. It creates for a less clustered environment that can occur when taking on new software.
Though the product offers many customizable fields, some of the reporting aspects are directly hard wired for a sales cycle type approach and cannot be altered.
I recommend taking a serious look at Prophet if you are looking for a more simplistic approach to the management of your resources. It is not too overwhelming, like many of the CRMs out there, and can be introduced at a pace that is easy to grasp. Though most CRMs are "sales cycle" based, Prophet allows the user to customize the software to best suit their needs. We do not have a natural sales approach in our industry, but am able to track our clients and our internal efforts on maintaining and growing those relationships.
Phally from CMS
Specialty: Other services
This program is very excellent at keeping track of notes.
The one thing I like least about this product is sometimes it takes awhile to load up when trying to search for client name.
I would recommend this to user who would want to be organize with their email and keep track of all conversation with clients.