After introducing our new Google Inbox extension last week, we were excited to see how our own team would begin using it. For ProsperWorks Account Executive Kyle Warren, working out of Inbox maximizes his time selling. Read More
Category Archives: Inside ProsperWorks
Think only sales teams use CRM? Think again.
There are many strategies to implement CRM software into product development – while it varies across companies and teams, the system used depends on the needs and goals of the company.
As a Product Manager at ProsperWorks, Ursula Shekufendeh is responsible for leading the strategic side of the product – from research to development, to deployment. In order for Ursula to have a comprehensive understanding of which direction ProsperWorks will head in, CRM data is essential in building better products. Read More
So, you had a great month closing deals – that’s cool. But are you going to be able to replicate it next month? And the month after that?
One of our top reps, Senior Account Executive, Jordan Lujan has hit quota for eleven months straight. Here are a few tips and tricks that he uses to exceed his number time and again: Read More
At ProsperWorks, Sales Development Representatives (SDRs) focus on moving leads through the pipeline. By emailing and calling prospects, they qualify which leads quota-carrying sales reps should spend their time with.
With a team of 20+ SDRs, our Business Development Managers have a lot of data to keep track of. Along with monitoring their team’s pipeline to ensure both short and long-term revenue goals are met, Andrew Lobb and Jessica Slor are dependent on data to set their teams up for success. Read More
Managing a team of 20+ sales reps is no easy feat. From educating new hires on how we use our platform, to preparing them to get on the phone and sell it, the managers of ProsperWorks’ Business Development team have to be well-versed in CRM at all times. Read More
Last week, we launched our Inside ProsperWorks webinar series with Account Executive Kyle Warren explaining how the Chrome Extension for Gmail has streamlined his day-to-day workflow.
As a “long-time CRM user,” Kyle was pleasantly surprised after joining the ProsperWorks sales team. “I’ve turned into a much more efficient salesperson – a lot of that has to do with the fact that I rarely leave my inbox.” Kyle notes, “I come [into work] with a bunch of emails, so I spend the first couple of hours of my day without ever going into full page version of ProsperWorks.” This changes “when I want to see a high-level overview of my business – then, I’ll go into the desktop app.”
Finding yourself in a new role can be hard on its own. When you add learning a new platform to the mix, it can make the transition even harder.
Casey Mims moved into her current Business Development role at ProsperWorks from the world of recruiting. Her team is responsible for fielding inbound leads, qualifying them, and then determining what next steps are. Read More
We all know customer engagement is critical in making a sale — but what happens after that deal closes?
Here at ProsperWorks, our Customer Success (CS) team leverages the platform to keep track of all contacts and customers. We work closely with our users to ensure their desired outcome is achieved, and analyzing customer data along the way is essential. Read More
In order to get the most out of ProsperWorks, we want to ensure your sales workflow is aligned with its CRM capabilities. We’ve decided to share some secrets of the trade, and let you know how we leverage ProsperWorks to drive value for our business!
With Inside ProsperWorks, our resident team of experts will describe tried and tested techniques practiced by us. As explained by Director of Sales, Jesse Price, “From the moment a prospect starts a trial, throughout the demo process and customer on-boarding, ProsperWorks is the foundation of everything we do as a sales team. As a sales manager, the level of transparency ProsperWorks provides at every step allows me to build a more accurate forecast than ever before.”
Along with our 30 sales reps and managers, you’ll hear from marketing, product, customer success, and more on how we use ProsperWorks every day! As an introduction, we’ll explain how our CRM is the backbone of all opportunities, and provide an overview of the benefits we receive from ProsperWorks.