Outlook CRM for Teams | Prophet CRM


ProphetCRM in the Information Technology Age
Key Functionality for IT Teams:

  • Ticket Tracking -- ProphetCRM can track incidents in real time, enabling your teams to respond quickly and effectively.
  • Stage-Change Reporting -- IT Teams and consultants can measure their average response time to issues
  • PowerBI Analytics Engine -- ProphetCRM's versatile Analytics engine allows numerous criteria to be tracked simultaneously.  This provides IT managers with incredible amounts of actionable data.

A key to success for IT companies is being able to market their IT products or services to clients and be able to assist from early planning meetings to the final stages of the project.  With ProphetCRM, you can successfully track each project from the beginning stage to the completion of the project.   


Industry: IT Service 
Company Size: 15 Employees 
Prophet CRM User Since: 2010 

When Tom joined BIS in 2010 he had a challenge: expand the company’s core IT services business from a call center aimed at small companies to an upscale sales representative-based team focused on small and mid-sized business (SMB). Tom’s new unit needed a CRM system to not only manage new sales, but also to track and guide annual customer renewals, upsell opportunities, and new customer implementation projects. 


Tom had experience with SalesForce and a modified Oracle-based CRM system before coming to BIS, but realized very quickly that these solutions were too complex for what he and his new team needed to accomplish. He knew that this complexity would get in the way of user adoption and would hinder the success of his team, so he set out to find a CRM program that more closely matched his needs. He looked at programs like Sage, PipeDrive, Prophet CRM, and a slew of others. 


After much research and many demos, Tom decided that Prophet CRM was right for his team. The deciding factor was ease of use; the other programs were too bulky and required too much effort to enter and use new data. Tom knew through experience that this bulkiness would be an obstacle both from the perspective of his team and for his own sake as their manager. He particularly liked the way Prophet CRM was embedded into Outlook, and how it was easily configured to collect only the data necessary to effectively run his operation. 

ProphetCRM was implemented at BIS initially as a sales tool, but it was quickly adapted to track and manage the company’s recurring revenue business as well. With all customer accounts and sales activities being recorded inside of ProphetCRM in one place, Tom’s team was able to properly manage and optimize every customer renewal and upsell opportunity.


Like many companies, BIS’s SMB unit initially used Microsoft Project to track customer deployments–but again, they found MS Project was just too complex for what they needed. With the success of Prophet CRM in tracking their sales, BIS decided that it could also be used to track customer deployments. Tom adapted it for that purpose and was able to effectively track and manage the entire team’s project load and monitor progress for each customer deployment. Even better: BIS now had all of its customer deployment and sales data integrated, warehoused, and easily accessible through Prophet CRM. 

Tom describes Prophet CRM as BIS’s lifeblood today. The data and reports that Prophet CRM generates are reviewed weekly by the entire company to evaluate the health of the sales funnel, progress with customer deployments, and to determine where revenue and growth are actually coming from. User adoption isn’t a problem at BIS–everyone in the company considers Prophet CRM as a part of the job and has needed no extra budging to keep it updated. 

Prophet CRM empowers sales representatives at BIS, allowing them to understand what customer activities they need to perform each day so that customer obligations don’t fall by the wayside. In the IT Services sector, service quality and follow-through are critical. Thanks to Tom and Prophet CRM, his SMB unit has grown BIS and its accounts by 65% of revenues. 

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"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

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