35 Avidian Testimonials

"I would be insane without Prophet.It allows me to know I have a handle on my business in a simple and efficient way as I could ever imagine."

“Due to organizational restructuring, we recently merged our corporate and investment banking divisions. As a result, we had seven heterogeneous charts of accounts that needed to be streamlined into a single automated chart of accounts. We used Prophet financial services CRM solutions to help us create an accounting platform with a single chart of account. This solution has become fully integrated into the daily work for all our managers and employees, and has helped us realize a time and cost savings of around 30%.”

"We let [our brokers] slice and dice their data any way they want. You can’t force a broker into a mold that is predefined because not everyone fits into that predefined mold. Everyone has their own unique way of running their book of business that makes them successful. There has to be flexibility, as flexibility is critical to each broker’s business style. that flexibility is Prophet."

“Prophet CRM has helped us consolidate and standardize financial, purchasing, and sales processes company–wide. We have significantly decreased the amount of time it takes to for management and employees to isolate and access pertinent data. As an unexpected plus to using financial CRM software, over the last six months, we have experienced improvement in our financial and purchasing best practices as a result of being able to track activity with the built in analytics. Yes, we would refer Prophet to our peers in the financial services industry.”

“We’d used the features that came with our dealership management software for decades, despite old terminals and an ancient interface. It was bad enough to cost us sales, as walk-ups got fed up waiting for a lease quote. Prophet set us up with a new system, running on modern computers, and helped us organize training events for the sales staff. They love it! The new system also helped us clear our client records of a bunch of duplicate file entries. We haven’t had a single failure of service (we’re using the Cloud option) in the last three months, and our closing rate has gone from 7% to 10%. Any auto dealer owes it to themselves to check Prophet out.”

“Our company focuses on used car sales and service for European models, so we had never given any car dealer CRM solutions much thought. However, our service business was going downhill and we were having a hard time turning over inventory, even though we had radio and billboard ads going. In the new year I decided to look for ways to improve business; I found Prophet, called them up, and got everything in order. I host the server at my lot with the on-site service, and it’s great. My salesmen get data on which ads got people interested, and the garage is collecting a database on regular clients. It’s been three months and we’ve got a 22% increase in service business; I’ve also saved over $2,000 I was wasting on ads nobody saw. Prophet’s made me a believer!”

“Prior to implementing Prophet CRM, I struggled with keeping client data organized and accessible. I had years worth of information in several different places, and it was hard to track. However, since implementing Prophet, I am enjoying streamlined databases from which I can generate accurate lead generation reports. In fact, just within the last two weeks I’ve already completed two applications, one of which will close by the end of this month.”

“I have used other mortgage website vendors for lead generation purposes, and none of them have given me the kind of results I have experienced since we started using Prophet CRM software for mortgage brokers. In the past, even though we could drive traffic to our site, we had difficulty capturing potential client information. However, with Prophet site visitors are more compelled to stay on the site and fill out the contact forms. We are definitely most pleased with the results we are receiving from using Prophet CRM.”

"I have always been very impressed with the knowledge and prompt support I receive from the Prophet techs. It is an important reason I have never considered looking at other CRM software."

“We had been using Sales Force to send emails and stay in contact with customers, but we really wanted something that would help us follow–up on the policies that we had already sold, too. Prophet was the perfect insurance CRM software for us. It completely allowed us to set up a folder for each customer, even with different policy numbers, and gave us to–do lists to follow up on each one. The customers were happier, we were losing fewer and fewer files and documents, and we sold an additional $53K in health insurance that first quarter, probably because our process immediately slimmed down so much. It worked so well that at least three other agencies in our area picked it up within a year.”

“I’m an old–school sales guy. I’ve been using pen and paper for the past 30 years and I’ve gotten along fine. But with all these cloud–based services and people relying on social media so much, I decided I wanted to be more connected to prospective customers and increase my sales. Prophet was the obvious solution because it’s so easy to use. I don’t have time to learn to use a new tool, and the great thing about Prophet is that it works just like the Office tools I’m used to.”