Category Archives: Product Feature & Updates
Life is chaotic.
It’s becoming more and more difficult to keep up with every channel we communicate through on a daily basis, especially at work. We built an integration with Slack so you can get updates on key things happening in ProsperWorks, right in your main communication tool. Read More
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?
Google gives you two options to view your email: Gmail and Inbox. We are excited to announce that today, we updated our Chrome Extension to be compatible with both. We really are the only CRM that does this today… (humble brag).
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!
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
CRMs were created to help you be more equipped to deliver on your sales goals, but the reality is, they just don’t. CRMs are clunky, difficult to use and hard to implement. CRMs should help you accelerate sales, but instead, they slow your team down with all the manual data entry.
Traditional CRMs say they help you make better decisions, but then why does everyone buy Tableau and Domo to get insights? They claim they help you track the metrics you care most about, but that really means you’re manually pulling dozens of reports every day.
A little competition never hurt anyone.
Leaderboards have been around forever. For sales teams, they can increase productivity while fostering an environment of friendly, healthy competition. ProsperWorks is now offering its own version right inside the app, allowing your team to visualize where they rank among their peers:
What’s driving your pipeline? Leads and Sales Insights will help you figure it out.
For Business Plan customers, the new Leads and Sales Insights Dashboards were built to help you make better decisions. Each provides an overview of which activities and lead sources are driving the most pipeline, giving you an idea of where to focus your time and how to maximize sales output. Read More