Boost productivity by bringing the power of P21 to Outlook The P21 integration with Outlook lets you experience P21 right in Outlook. Request a trial and receive setup instructions. Visibility View contacts, leads, accounts, sales results, opportunities, prospects and tasks associated with emails without switching […]
For Service, Vendor Managed Inventory, warehousing and other scenarios, our native apps for iOS and Android work connected or offline with barcode scanning capabilities. Improve service, increase sales and strengthen customer relationships with mobile native apps for iOS and Android. Complete with built-in barcode scanning […]
“Do More with P21” has been our mantra since the beginning and our most recent P21 extensions and customizable views continue that tradition. Supplier PortalCollaborate with your suppliers on sales opportunities, share product performance, track sales calls and share live or exported data. The Supplier […]
Over the past several months or so, we have added many updates and enhancements to all of our main Web Connect modules. CRM|Mobile Sales For Sales Calls, documents can now be attached, mileage can be tracked and call followups can bet set. You can also […]
Web Connect provides a way to view Opportunities, Tasks and Sales Calls in a convenient calendar view. You can filter the view and even drag and drop events to other dates on the calendar making it simple to manage business-related events as schedules change. You […]
Features and Enhancements for the latest release of Web Connect Sales Process: Leads Tracking and Management The new Leads Tracking and Management feature provides a way for sales staff to create a “potential” Prospect without possibly prematurely creating a P21 Prospect. Users can quickly add a […]
Prospects and Customers in P21 Prophet 21 includes two main categories of customer accounts – “Customers” and “Prospects”. For the most part P21 Customers and Prospects are really the same thing with a different status flag in the database. Prospects do have some limitations in […]
We had a great time in Phoenix this week and quickly understood why one of Arizona’s nicknames is, “The Sunset State”. We witnessed several beautiful sunsets while we attended the P21 Worldwide User Group conference at the Arizona Grand Resort. The folks that run the […]
In Web Connect, you can now see your opportunities (created in either Web Connect or P21–both stored in P21) in a Forecast view. A Sales Forecast is the estimation of the value of the Sales Pipeline: the expected revenue from all the deals (Opportunities) in the […]
A sales pipeline describes an approach to selling, typically based on an underlying sales process. It describes the individual steps salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, and further validating that lead into a […]