Pre-Built Segmentation in ProsperVue: Define, Select and Take Action in Seconds

- 2 minutes read

ProsperVue Customer Segmentation in Salesforce

Tired of creating relevant customer and prospect groups for your Sales Reps to use?

Segmentation is a method to group one or more fields into manageable and actionable targets. Most segmentation groups are already well known, but not easy to create.

ProsperVue takes the hassle out of creating segmentation, so you can take actions quickly.

For example, number of dials and recency of dials are two fields that are important to reps and managers. By taking the mid-point of these two fields, we can create a simple high/low segmentation “Call Intensity” with four segments: High/High, High/Low, Low/High, and Low/Low.

ProsperVue is the first app on the AppExchange to introduce pre-built segmentations readily available to reps. 

From the first download, subscribers can start using segmented data. ProsperVue comes with pre-built segments for standard and custom Salesforce objects and fields. They are prepared in pre-built segments so you can get started in minutes.

Pre-built segmentation for ProsperVue gives subscribers predefined rules that make it easier to target specific leads, accounts and monitor internal sales activity.  We have identified commonly used segments so you can get started fast, or you can go a step further and customize your own segments with a marketing or analytics manager, and distribute to the reps.

Make it easier to find what you need to know within Salesforce in fewer clicks than ever before.  Our pre-built segments are grouped by family – activity, transactions, demographic, geographic, and composite. See the new version at our Appexchange listing or contact us to learn more.

Pre-built segments can be used during all stages of the sales cycle and are designed to quickly accelerate pipelines. For example, you can use pre-built segments to easily engage with new leads with email campaigns. Or, target your repeat accounts so you can continue to sell more of what they need.

Pre-built segments work to make your life easier, and along with customization options, there are truly no limits to how you can use them.

Visit the ProsperVue website for complete details about this Salesforce app.


By Blair Fleming, Marketing Coordinator