Avidian CRM Overview

Avidian's CRM solution, Prophet, integrates directly with Microsoft Outlook, addressing the challenge of managing customer relationships without leaving the familiar email environment. This seamless integration ensures that users can access CRM functionalities such as contact management, sales tracking, and customer interaction logging directly within Outlook. By eliminating the need to switch between applications, Prophet enhances user productivity and streamlines sales processes. This solution is particularly beneficial for sales teams seeking to improve customer engagement and operational efficiency within a single, unified platform.

Use Cases

Customers recommend Engagement Management, Contact List Management, Workflow Management, as the business use cases that they have been most satisfied with while using Avidian CRM.

Other use cases:

  • Lead Tracking
  • Sending & Publishing Communications
  • Proposal & Quote Management
  • Helpdesk Management
  • Lead Engagement
  • Generation Of New Leads
  • Training & Onboarding
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Avidian CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
  • Launch New Products
See all business priorities See less business priorities

Avidian CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Avidian CRM works with different mediums / channels such as E-Mail.

Avidian CRM's features include Personalization, Recording, Dashboard, etc. and Avidian CRM support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Avidian CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...With Prophet CRM dashboard, sales persons can track engagement with their cl......" Peer review

Peer review evidence (same sources as the product rating summary)

"...I mostly use prophet to keep track of my outgoing follow up calls with customers in regards to custom projects...." Peer review by Jenifer L, Sales Coordinator
"...We also use Prophet as an Account Management tool and I am able to review activity with our Account Manager on all our existing base of clients to monitor contacts, distribution of newsletters, and new services sold...." Peer review by Thomas D., Telecommunications
"...Make sure the end user experience is something easy to learn and incorporate into their current work flow...." Peer review by Jamie B., IT Director, Manufacturing

Avidian CRM, Ebsta Revenue Intelligence, OnePageCRM, Salesflare, Jobnimbus CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Prophet CRM in Outlook is a trusted, cloud-based CRM offering customizable, user-friendly features. It caters to any industry needs effectively.

Popular Business Setting

for Avidian CRM

Top Industries

  • Information Technology and Services
  • Financial Services
  • Manufacturing

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Avidian CRM is popular in Information Technology And Services, Financial Services, and Manufacturing and is widely used by Small Business, Mid Market, and Enterprise.

Avidian CRM Customer wins, Customer success stories, Case studies

How does Avidian CRM address your Engagement Management Challenges?

Why is Avidian CRM the best choice for Contact List Management?

Why is Avidian CRM the best choice for Workflow Management?

What makes Avidian CRM ideal for Lead Tracking?

What makes Avidian CRM ideal for Sending & Publishing Communications?

11 buyers and buying teams have used Cuspera to assess how well Avidian CRM solved their CRM needs. Cuspera uses 1289 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Bradford Commercial Real Estate Services - Real Estate - Large

Prophet CRM helped Bradford Commercial Real Estate Services move from paper-based sales tracking to a real-time CRM system. The company achieved 100% user adoption due to Prophet CRM's ease of use. M...anagement now gets critical cash flow projections and can track broker opportunities in real time. Custom reports and flexible features support both experienced and new brokers. Prophet CRM enables better business development and revenue tracking for Bradford's large team.

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BIS Corporation - Information Technology And Services - Small

Prophet CRM helped BIS Corporation grow its accounts by 65% of revenues. BIS switched from complex CRM tools to Prophet CRM for its ease of use and Outlook integration. The team used Prophet CRM to m...anage sales, customer renewals, and deployments. All sales and deployment data became accessible in one place. User adoption was high, and weekly reports improved business efficiency.

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WestCMR - Health, Wellness And Fitness - Medium

Prophet CRM helped WestCMR manage tens of thousands of client relationships as the company grew. Before Prophet, WestCMR struggled with scattered client data and poor team coordination. Prophet CRM i...ntegrated with Microsoft Outlook, streamlined contact management, and automated tracking of emails and appointments. WestCMR saw double-digit growth over five years using Prophet. Employees now generate more qualified leads and save time on reporting and database management.

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Alston Construction - Construction - Large

Prophet CRM helped Alston Construction solve sales and client relations disorganization caused by rapid growth. The company had no CRM before and needed a flexible, Outlook-embedded solution. Prophet... CRM enabled Alston to track customer and opportunity data, improving information management. The Sales IOR report, powered by Prophet CRM data, drives resource allocation and accountability. Alston values Prophet CRM's ease of use and Avidian's support services.

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SeaComm - Banking - Medium

Prophet CRM helped SeaComm improve client relationships and streamline workflows. SeaComm faced challenges tracking member interactions as their credit union grew. Prophet CRM offered seamless Outloo...k integration and an easy user interface. The solution unified business development and commercial loaning departments. Team members quickly adopted Prophet CRM, reducing redundant work and missed follow-ups.

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Bradford Commercial Real Estate Services - Real Estate - Large

Prophet CRM helped Bradford Commercial Real Estate Services move from paper-based sales tracking to a real-time CRM system. The company needed easy data entry and real-time pipeline management. Proph...et CRM delivered 100% user adoption among brokers. The team now tracks all broker revenue opportunities and gets critical cash flow projections. Management can see all deals in real time and follow up with brokers quickly.

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Getting Started with Prophet CRM

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Frequently Asked Questions (FAQ)

What buyers ask before choosing Avidian CRM

What is Avidian CRM?

Prophet CRM is a CRM embedded within Outlook and tracks activities automatically which lets everyone access the information they need without having to leave Outlook. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application.

Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.

With Prophet CRM dashboard, salespersons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.

What is Avidian CRM used for?

Avidian CRM is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Engagement Management, Contact List Management and Workflow Management .

What are the top features of Avidian CRM?

Personalization, Recording and Dashboard are some of the top features of Avidian CRM.

Who uses Avidian CRM?

Avidian CRM is used by Information Technology And Services, Financial Services and Manufacturing among other industries.

What are Avidian CRM alternatives?

Ebsta Revenue Intelligence, OnePageCRM, Salesflare and Jobnimbus CRM are popular alternatives for Avidian CRM.

Where is Avidian CRM located?

Avidian CRM is headquartered at 14405 SE 36th St, Ste 206 Bellevue, WA, 98006.
lightning

Peers used Avidian CRM for engagement management and contact list management

Avidian CRM Competitors

Avidian CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.16/5 ★

Read Reviews (150)
Analytics

2.79/5 ★

Read Reviews (40)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.16/5 ★

Read Reviews (150)
Analytics

2.79/5 ★

Read Reviews (40)

Software Failure Risk Guidance

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for Avidian CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Avidian CRM

Avidian Technologies. News

Product

Version 9.1.171 Release Notes

Avidian Technologies released Avid CRM Version 9.1.174, featuring an updated AI feature menu and bug fixes. The update is available for POD clients via Outlook prompts and for POP clients through IT departments. Avidian provides support for server updates.

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Product

Version 9.1.174 Release Notes

Avidian has released version 9.1.174 of its Avid CRM, featuring an updated AI Feature Menu and bug fixes. Users can update via the "Check for Updates" option or download directly. On-premise clients need server updates before client updates. Avidian offers support for server updates.

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M&A

First Financial Bankshares, Inc. (NASDAQ:FFIN) Shares Purchased by Avidian Wealth Enterprises LLC - MarketBeat

Grammarly has acquired Superhuman, an AI-native email app, to enhance its AI productivity platform. This acquisition aims to integrate email as a key communication tool, expanding Grammarly's AI capabilities across various applications. Superhuman's team, including founder Rahul Vohra, will join Grammarly to further develop AI-driven productivity solutions.

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Avidian Technologies. Profile

Company Name

Avidian Technologies.

Company Website

https://avidian.com/

Year Founded

2002

HQ Location

14405 SE 36th St, Ste 206 Bellevue, WA, 98006

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

IPO