“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 …

“My company relies heavily on accurate communication with customers in order to stay afloat. That’s one of the reasons why we decided to invest in a CRM software package with SAS. Unfortunately, we had no idea what we were getting into. Instead of increasing our contact with customers, we faced …

"Prophet has been most beneficial in helping create a better sales process for my team. In our business, it is grow or die. And Prophet helps us grow."

"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."

"Prophet is our lifeblood."

"Prophet helps my team be heroes."

"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."

"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 …

"I chose Prophet primarily based on the ease of inputting the data and the ability to track my business in real time."

"Prophet helps us build – and maintain – trust with all our clients."

"Everything is tracked (in Prophet). We know who did it, what they did, and when they did it."

"Chantelle went out of her way to learn and understand OUR BUSINESS. She was meticulous in assuring that we were onboard and comfortable AT EACH AND EVERY STEP. All questions and/or issues were addressed promptly."

"Kaye did a wonderful job making me feel comfortable that this product would help accomplish my goals in managing my accounts. Hans did a fabulous job with the overview and training."

"I was very impressed with Hans. His level of professionalism and flexibility was greatly appreciated and he was really good at adjusting to our changing conditions."

"Brianne Jeong was very helpful, took the time to understand how I needed to use Prophet, and was insightful in offering approaches to implement Prophet to support our needs."