Category Archives: Inside ProsperWorks

Inside ProsperWorks: Setting Up for Success as a Ramping Sales Rep

By | Inside ProsperWorks | No Comments

From bringing in deals… to now closing them!

Casey joined ProsperWorks in June 2016, fresh from the world of recruiting. As a member of the SDR team, she had an accelerated growth path, being promoted to Senior SDR within 8 months. “The biggest change with my promotion was going from responding to inbound requests, to doing outbound outreach. ProsperWorks was essential in keeping me organized and on top of my game.” Two months later, Casey was promoted yet again, to Associate Account Executive (AAE). Read More

Inside ProsperWorks: 4 Ways to Combat Summer Seasonality (Webinar)

By | Inside ProsperWorks, ProsperWorks Blog | No Comments

Feeling the heat to keep your sales team fighting through the summer months? We know the feeling.

From people on vacation to general software usage drops in Q3, there are a lot of things to go up against in June, July and August. Here are a few tips from ProsperWorks Sales Manager, Brittany Perez, on how to fight the seasonality slump, and what you can do to prepare your team.  Read More

Inside ProsperWorks: How to Maintain Your Winning Streak in 2017

By | Inside ProsperWorks | No Comments

Prior to joining ProsperWorks, Senior Account Executive Marina Fishman used CRM in a variety of roles. As a sales development rep (SDR), it was for lead generation and setting demos. Once she became an account executive (AE), she’d rely on her CRM to sift through accounts and setup demos on her own. As an SMB sales manager, she would help her team of SDRs and AEs do all of the above.

But what made her job difficult was the CRM that she was using. “I hated Salesforce from day one. I couldn’t get any of the data I needed out of it. I never knew what leads to go after or what to prioritize. I had a crazy, never-ending list of past due tasks from months prior. It was a constant challenge of knowing what to do to grow revenue.” Read More

Inside ProsperWorks: Using CRM in Product Development

By | Inside ProsperWorks | No Comments

Think only sales teams use CRM? Think

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

Inside ProsperWorks: 3 Ways to Coach Your Reps with Data (Webinar)

By | Inside ProsperWorks | No Comments

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

Inside ProsperWorks: Winning with the Chrome Extension for Gmail

By | Inside ProsperWorks | No Comments

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.”

Screen Shot 2016-08-23 at 11.25.33 AM

Read More