CUSTOMER SUCCESS STORY
Snyder Capital successfully expands territories with ProsperVue
Uses ProsperVue to increase pipeline by $650M within a few months

Industry: Financial Services
Location: San Francisco, CA
Snyder Capital Management is a focused long-term fundamental high quality value manager that specializes in managing Small-Cap Value, Small/Mid-Cap Value, and Concentrated All-Cap Value U.S. equity strategies. Asset management remains the firm’s sole focus and business.
The Challenge
- With a constant need to build relationships, portfolio managers across North America required a better way to nurture high value accounts.
- The company sought a solution that would enable portfolio managers to spend more time with customers and prospects, and less time traveling.
- Always on the search for new accounts, Snyder needed a quick way to expand regions.
Why ProsperVue?
- Snyder Capital chose ProsperVue for its powerful feature set, analytic capabilities, and integration with Salesforce – all at a lower price point than in-house or competitors’ solutions.
- ProsperVue made an immediate impact at Snyder by streamlining the sales process, saving valuable time and miles while expanding territories and creating opportunities.
- Snyder Capital also found ProsperVue’s support teams helpful and knowledgeable about their financial services business and industry best practices.
The Results
- With ProsperVue, Snyder improved their pipeline for assets under management by $650 million within a few months.
- ProsperVue has saved thousands in travel costs by giving Snyder the features to plan ahead.
- Snyder Sales reps have successfully expanded from city to greater metro area territories, finding countless opportunities along the way.
Products & Services
Used to deliver these results:
ProsperVue
Delivers actionable visual and predictive info to sales and marketing in Salesforce