SalesStandard

ProsperWorks

By March 8, 2017 No Comments

ProsperWorks is a powerful, intuitive CRM that integrates seamlessly with all your Google apps, eliminating painful data entry and automating time-consuming tasks. With Grow, you can blend your ProsperWorks reports with data from other sources—including your Google apps—and track it all in real-time, so that everything you need to know to make the most important decisions for your business lives in one place.

Get More with Grow — Your ProsperWorks Reporting Tool

  • Gain powerful insights when you add ProsperWorks to your all-in-one business command center in Grow.
  • Connect, blend, customize, and monitor data from ProsperWorks alongside your other essential business data in real-time, in the palm of your hand.
  • Strategically visualize your data to focus your team around the goals and objectives that matter most.

Greg Phillips
CTO
Houwzer

“As a startup innovating in an industry that has stubbornly resisted change, we’ve used Grow’s integration with ProsperWorks to analyze and visualize every dimension of our customer data. From lead sources to deals closed, we’re able to visually observe the performance of our sales pipeline and understand the lifeblood of our business. The best aspect of Grow is the ability to combine our CRM data from ProsperWorks with all of our other third party data sources seamlessly, so that we can get to every metric we’re interested in—even across disparate systems.”

Questions You Can Answer With
ProsperWorks + Grow

At what stage of our pipeline have our opportunities most commonly fallen out this year?

How successful are we at lead conversion this month compared to last month?

Which of our teams are on track to meet their weekly goals?

What are our total lead and opportunity generation rates so far this quarter?

How many opportunities have each of our teams closed-won this month?

How many times do our reps interact with top leads and opportunities each month?

Reports and Data Available From ProsperWorks

Activity Types: A list of activity classifications that occur in ProsperWorks, including type ID, category, name, is disabled, and count as interaction.

Activities: All activities filtered by date range and parent resource, including activity ID, parent type, type category, user ID, details, activity date, created date, modified date, etc.

Companies: All companies matching the selected interaction, created, or modified date, including company ID, name, contact and location info, assignee, contact type, details, socials, tags, lead source, etc.

Custom Field Definitions: A list of customized resource fields created by the ProsperWorks admin, including ID, name, data type, available on, options names and IDs, options ranks, and available on.

Leads: All leads matching the selected interaction, created, or modified date, including lead ID, name, address, assignee, company name, lead source, details, monetary value, status, tags, title, contact info, additional custom field data, etc.

Loss Reasons: A list of possible loss reasons, including ID and name.

Opportunities: All potential business deals matching the selected interaction, created, or modified date, including opportunity ID, name, assignee, close date, company, source ID, details, loss reason, pipeline data, priority, status, tags, monetary value, date last contacted, lead channel, win probability, additional custom field data, etc.

People: A list of contacts matching the selected interaction, created, or modified date, including ID, name, address, assignee, company, contact type ID, details, email, phone, socials URLs and categories, tags, websites, lead source, etc.

Pipeline Stages: A list of possible stages within pipelines, including stage ID, name, pipeline ID, and win probability.

Example Metrics From ProsperWorks

  • Opportunities Closed-Won by Assignee – Current YTD
  • Marketing Lead Funnel
  • Average Number of Days to Closed-Won – Past 12 Months
  • Weekly Number of Leads Generated – Past 90 Days
  • Number of Stage Changes and Cumulative Win Probability Increase – Current WTD
  • List of Current High-Value Opportunities by Status
  • Number of Leads Converted – Current MTD vs. Last Month
  • Weekly Sales vs. Goal by Rep Team
  • Monthly Number of Interactions per Contact by Rep – Current YTD

Technology Partner

Grow.com Technology Partners integrate with Grow to enhance our customers’ ability to access, aggregate, report, and visualize data. These world-class integrations give mutual customers the ability to make better decisions by accessing the data that is most important to them.