Category Archives: Product Feature & Updates

Why you need a mobile CRM

Why a mobile CRM is critical to your business

By | Product Feature & Updates | No Comments

We all know how indispensable CRM strategies are in today’s business world. From improved customer retention rates to reduced marketing expenditures, the benefits are never-ending.

With the rise of mobile technology and telecommuting, mobile CRM is perfect for those on-the-go, since it provides vital access to sophisticated, customized information on the field. According to the U.S. Bureau of Labor Statistics, 24% of employees did some or all of their work from home in 2015 – this figure is up more than 20% since 2003. The BLS went on to predict that more than 105 million Americans will telecommute by 2020.

The great news from all these stats is ProsperWorks offers both an Android and an iOS app. Visit the iTunes or Android store to download our app, but if you’re still on the fence about this approach, here are four reasons why utilizing mobile CRM is critical. Read More

Love at First Dial

By | News & Announcements, Product Feature & Updates | 2 Comments

The wait is over – our RingCentral integration is finally here!

As a sales leader, we know you’re always looking for ways to increase team productivity. As a part of a fast moving team, you need your most vital day-to-day tools to all be in one, easy to access spot. Toggling between your CRM and VoIP system wastes precious moments you could be selling…and those minutes add up!

If you have an active RingCentral Office account, you can now make and receive phone calls directly in the ProsperWorks app. With click-to-dial functionality you will save time on mis-dialing, improve data quality, and increase the accuracy of your team activity reports. And best of all? Each call (and corresponding notes) can be quick-logged in ProsperWorks!

How else can you benefit?

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Multi-Select Custom Fields: Big Things Come in Small Packages

By | Product Feature & Updates | 2 Comments

Sometimes, the little things in life are the ones that make us the happiest. 

Our latest release includes multi-select custom fields, and we’re super excited about it. While it may not be the most drastic feature addition, we think it’s going to change your experience in big ways.

When customizing ProsperWorks to best fit your business, you will often need to create custom fields that are outside the standard settings in ProsperWorks. Until now, it has been tricky to track things like multiple products sold within one custom field – work-around solutions like multiple tags or multiple custom fields can be too overwhelming and hard to find quickly.  Luckily, multi-select custom fields are here and they are the answer to your troubles!   

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ProsperWorks’ New Secret Sauce: The Sales Accelerator Suite (Webinar)

By | Product Feature & Updates, ProsperWorks Blog | No Comments

As a sales leader, have you ever asked yourself any of these questions?

  • Where is my team and what do we need to do to be successful?
  • How are we tracking towards our goal and what does our pipeline look like?
  • How are individual reps performing against top performers?
  • What does the data tell me?
  • Once we know where we are, what should we do next?
  • How do we identify the best leads?
  • How can we automatically identify the best prospects?

Last week, we were excited to introduce you to our new Accelerator Suite. These new features address some of the largest pain points facing sales leaders today. Check out how the Accelerator Suite works in the webinar below! Read More