Avidian Technologies

Founded in 2002 in the Seattle metro area of Washington state, Avidian is an employee-owned company that provides a CRM solution embedded directly within Microsoft Outlook. Prophet CRMs singular focus is to deliver a simple and valuable tool that helps our customers get and stay organized with maximum end For Avidian Media Relations, please contact at (855) AVIDIAN, Email at [email protected] Ladies and gentlemen, members of the press, welcome to todays program. My name is Warren Stokes, your host and presenter today. Im Director of Sales at Avidian Technologies, the developer of Prophet CRM for Outlook. Im sure many of you are existing clients of ours, but there are also some folks that are probably considering Prophet as their contact management system. So we have a really important topic today. Actually, it looks like its one of the more popular topics Ive broadcast in quite a while: I would like to share with you some of the best practices for effective contact management. So what Im going to do today is Im going to give you some of these concepts and explain what were going to go into detail on, and then most of our time will be spent actually showing you how it all works. Were going to be demonstrating this in Prophet CRM, so were going to cover actually quite a few topics, so were going to try to get through this in about 45 minutes. One of the big questions that I run into is, what is a contact? Youre going to see that its not quite as simple as it sounds. Were going to show you how to structure and then interpret the contact data in your CRM. Simple things like how to create contacts, companies, and so forth in the system, working with views. These are basically lists that you can create that will give you the ability to organize your data. How to export data to an excel file using search functions. How to find things. Then Ill show you some of the ways that Prophet helps you prevent duplicate data from getting into it and how to clean up data if it happens. So, as I said, one of the questions that ...