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What is PlanProphet?

PlanProphet is an advanced customer relationship management and marketing automation tool tailored specifically for the printing and graphics industry. Leveraging the Salesforce platform, it seamlessly connects with print estimating software, providing vital features such as lead management, comprehensive data analysis, and robust customer relationship tools. By automating customer communications—like sending quote reminders and follow-ups post-sale—PlanProphet dramatically boosts operational efficiency and enhances the customer experience. The platform improves the approval process by allowing users to send proofs directly to clients, track their status in real-time, and automatically issue reminders. Furthermore, it comes with a mobile app that enables users to access customer data, create and share quotes, and manage prospective clients without delay. With a project management capability integrated with Asana, PlanProphet not only supports effective project tracking but also fosters improved communication and productivity among team members. This comprehensive solution marks a transformative leap in how businesses in the printing and graphics sector handle customer engagements and project management, ultimately leading to better outcomes for both clients and companies. Its unique features make it an indispensable asset for professionals seeking to elevate their customer relationship strategies.

What is Epicor Prophet 21?

Prophet 21 was developed to enhance growth, modernize operations, and cultivate robust relationships with customers. While flexibility in software can sometimes lead to challenges for businesses, Prophet 21 aims to empower distributors to expand without hindering their growth potential. Leveraging the speed, security, and scalability of Microsoft Azure Cloud, users can access Prophet 21 seamlessly from any browser on various devices at any location and time. The platform allows for personalized views and customizable fields, enabling users to tailor their business logic effectively. With its RESTful API, integration with other business applications, customers, and partners becomes a streamlined process. Epicor Prophet 21 provides insights into customer behavior, allowing businesses to exceed expectations using its dashboards and tools, ultimately fostering customer loyalty. Moreover, the software enables the optimization of the quote-to-cash cycle, enhances profit margins, and ensures flawless order fulfillment. Your sales team can efficiently close deals both at the counter and through mobile devices or tablets. By employing strategic pricing informed by market data, sales history, and additional variables, businesses can further boost their margins and enhance their competitive edge. This comprehensive suite not only supports operational efficiency but also drives long-term success and customer satisfaction.

Media

Media

Integrations Supported

Asana

Integrations Supported

Avalara
BarTender
Built2Buy
Conexiom
DocLink
Duet360 OneOffice
Epicor Commerce
Epicor ECM
Esker VSI-FAX
FreightPOP
Grow
KYKLO Sales Operations Management
Microsoft Project
Payra
Phocas Software
SAP BusinessObjects Business Intelligence
Sparx
Workato
ancoraDocs

API Availability

API Availability

Has API

Pricing Information

$50 per month
Free Version

Pricing Information

Contact us for information about pricing.

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanProphet

Date Founded

2018

Company Location

United States

Company Website

www.planprophet.com

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com/en-us/industry-productivity-solutions/distribution/platforms/prophet-21/

Categories and Features

CRM

Not specified

Categories and Features

AI ERP

Not specified

CRM

Document Storage
Internal Chat Integration
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Distribution ERP

Not specified

eCommerce Tools

Not specified

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

HVAC

Not specified

Inventory Management

Barcoding / RFID
Forecasting
Inventory Optimization
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Supplier Management
Warehouse Management

Janitorial

Not specified

Packaging

Not specified

Product Management

Collaboration
Feedback Collection
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Resource Management
Workflow Management

Quote-to-Cash

Not specified

Supply Chain Management

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

Warehouse Management

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Preventive Maintenance
Quotes / Estimates
Routing
Scheduling
Task Management

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