Category Archives: Product Feature & Updates

Love at First Dial

By | News & Announcements, Product Feature & Updates | No 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

Meet the Accelerator Suite

By | News & Announcements, Product Feature & Updates | No Comments

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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.
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Determine What’s Driving Pipeline with Leads & Sales Insights

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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

Drive Sales with ProsperWorks Goals

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If you don’t already set goals for your sales team, you better start right now! Lucky for you, all your targets can be hit in ProsperWorks with our new Goals feature.

With ProsperWorks Goals, easily set objectives for your team and give visibility into progress and achievement – know who is and is not tracking to goal without sitting down and manually reviewing each deal in a spreadsheet!

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ProsperWorks Awarded with the TRUSTe Certified Privacy Seal

By | Product Feature & Updates | No Comments

As a user of ProsperWorks CRM, you entrust us with your valuable and confidential business data every day. We truly appreciate your trust and as such, we are excited to announce that ProsperWorks is now TRUSTe certified!

ProsperWorks TRUSTe Certified

What does this mean for our customers? It means you can rest easy knowing that ProsperWorks fully complies with TRUSTe’s industry leading third party privacy best practices. TRUSTe is the leader in global data privacy management, powering privacy compliance and trust by enabling businesses to safely collect customer data. ProsperWorks chose TRUSTe to rigorously audit our user privacy and data management practices because they are the best in the business – certifying companies like Apple, Ebay, McDonalds, and IBM.

ProsperWorks has focused on the security and privacy of our customers and their data since our launch. The TRUSTe certification is yet another 3rd party validation of our work in this area on top of audits done by Google as part of the Recommended for Google for Work program.

Check out our updated privacy policy at www.prosperworks.com/privacy with the new TRUSTe seal!