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Pros and Cons of ProsperWorks: What this Leading CRM Solution Offers for Your Money

ProsperWorks is a reliable online CRM system for Google Apps users, designed first and foremost with usability in mind. With this app, you can improve engagement with your clients and enhance the impact of your digital efforts. This platform offers the tools needed to automate critical processes and managers can use it to make better business decisions. Plus, creative teams will appreciate this CRM’s hassle-free and innovative functionalities.

But is ProsperWorks the right app for your business needs? In this article, we evaluate the main pros and cons of ProsperWorks so you can fully learn about its key features and decide if it is suitable for your company’s requirements. You can also take a look at the software’s capabilities on your own with a great free trial offered by the vendor. You can easily sign up for ProsperWorks free trial here.

Overview of ProsperWorks

How does ProsperWorks enhance relationship management exactly? First, there are no complex installations or detailed training to worry about. Gmail users can get started quickly and get complete visibility of their data immediately. With this app, you can boost your sales by tracking leads and sending them relevant emails, automating complex tasks, monitoring the activities of your team members, and getting full visibility of their pipeline. In addition, the system offers a handy VoIP calling feature. Plus, it can be used for forecast management and goal setting as it converts pipeline obstacles into viable sales opportunities.

ProsperWorks is cloud-based which means you don’t need to worry about installation or maintenance. Plus, the solution is compatible with popular mobile devices. In addition, you can easily integrate it with Google products as well as Dropbox, MailChimp, Slack, and Ring. Large enterprises that use plenty of business applications can make use of the numerous Zapier integrations or use the system’s RESTful API to connect it with virtually any B2B software.

Now that you have learnt about the basics of ProperWorks, let’s get down to business and analyze its pros and cons in more detail.

Key Advantages of ProsperWorks

Why does this app stand out in the crowded CRM software marketplace? The main reason is it combines ease of use with robust CRM features. The platform’s interface is similar to Gmail and thus easy to understand. Behind this simple façade lie a host of powerful and effective features that large enterprises can utilize to improve their relationships with their customers and convert them into sales opportunities.

Integrates smoothly with Google suite of products

ProsperWorks links seamlessly with the Google apps you use for collaboration and productivity including Calendar, Inbox, Sheets, Slides, and Docs. These integrations ensure all your contacts are readily available in your CRM database. As mentioned earlier, the product’s interface resembles Gmail’s familiar home screen and hence you will have no trouble learning to use it.

G-suite integrations can help you to eliminate manual data entry as well as human errors. Plus, you can track and nurture all promising leads and ensure not a single one is missed. In addition, the app helps you to make your digital expression more professional and credible. It regularly updates your data using two-way PieSync. You can utilize the connection with Google Sheets to generate attractive custom reports that help you to closely track your team’s progress.

Streamlined and timely communication

As mentioned earlier, this product helps you to eliminate typing and manual data entry. It pre-populates all your data in the software which means you can cover all valuable leads and ensure not a single one is missed. Each profile is loaded with relevant info and previous conversations which means you can communicate effectively with your leads. Plus, you can automate tasks such as assigning opportunities to entity owners and sending follow-up emails after meetings. In addition, you can easily send and track emails, and utilize the collaboration features to ensure your whole team participates and contributes effectively.

The best part is your emails are traceable which helps you to follow up on conversations, and get automated alerts whenever a lead opens and reads your message. On top of that, you can find out which team member changed the status of a specific task or logged a phone call, which helps you to measure the activities and productivity of each agent.

Integrated VoIP tool

If you are relying on a regular landline to communicate with your partners and clients you would not be able to get actionable data and insights on your conversations and activities. Therefore, switch to ProsperWorks as it provides an integrated RingCentral VoIP suite that includes quick-to-dial and call logging features. You can use this tool to get a detailed and accurate view of your forecasts and conversions, and enhance your team’s productivity.

Pipeline reporting

Large sales teams that have a high number of prospects can make use of ProsperWorks’ dedicated business pipelines that allow them to customize sales to the satisfaction and comfort of each customer. Plus, you don’t have to maintain multiple teams to customize your workflows, as you can use the robust reporting suite to understand the impact of each process and practice.

An all-round view of your business

Another big benefit is you can use ProsperWorks to fine tune your sales strategies and utilize a range of reports to tackle obstacles and capture opportunities. Plus, you can learn where each lead is coming from, involve and disposition leads based on needs, and set enough pipeline on each sales stage. In addition, the app uses a single dashboard to showcase lead funnel progress, pipeline status, and conversion rates, which means you can eliminate the hassle of combining and comparing results from multiple summaries.

Accurate forecasting

Many users praise ProsperWorks as an actionable CRM software. This is because you can set common goals and multiple targets for your team, train your agents to perform their best, and track their progress throughout. This will motivate your sales reps to contribute more and you can measure their performance in each quarter and reward the best performers. Another key advantage is prioritization, which helps you to plan your events and meetings, give importance to urgent tasks, and focus on hot leads as soon as you get details about them.

Unlimited integrations

ProsperWorks’ integrations are not limited to the G-Suite. You can also connect it easily with RingCentral, Slack, MailChimp, and Dropbox. On top of that, you can use Zapier for other integrations. Large enterprises with a complex software infrastructure can utilize the RESTful API to connect the app with virtually any business system in the market.

Disadvantages and downsides

ProsperWorks is a high-quality CRM solution that does not seem to have any noticeable drawbacks. However, our review team has identified a few areas that could be improved to make the software more robust and effective:

  • There could be more reporting options and export for Activity Logs.
  • Currently, there is no internal automatic email, but you have the option of using Gmail and the Zapier integration.
  • The app needs telephone integration.

The commendable part is the vendor is open to feedback and we are sure they will address and rectify these minor issues in no time.

Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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