Prospect more productively
Speed up your pipeline
Serve your best customers
Save at-risk customers
Accelerate Your Sales Growth
Delivered with the power of predictive analytics, integrated in Salesforce
ProsperVue is a prospecting productivity engine that gets results
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INSIDE SALES PROSPECTING
ProsperVue increased call conversions and scheduled appointments, leading to a 26% increase in deal size.
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FIELD SALES PIPELINE
ProsperVue’s geographical visual data helped field sales to expand territories and increase pipeline by $650M.
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MARKETING SQL EFFECTIVENESS
Visual analytics identified 20% of SQL accounts that would have otherwise not been marketed to or acted upon by sales.
Inside Sales
Prioritize data visually. One-click research to boost prospecting productivity. Cut through the data clutter to highlight simple info needed during phone calls. We believe that less data can be more. Ideal for SDRs and business development.
- Local Reference Selling
- Inbound Leads on a Map
- Fast One-Click Research
- See All Related Accounts
- Call Notes & Editable Fields
- GDPR & FCC Compliance
Account Management
Filter data to prioritize for account execs and account based selling. Location-based data with lead and account data help you plan for travel and meetings.
- Identify At-Risk Accounts
- See Subscription/Contract Renewals
Marketing
Leverage location-based features for local promotions for expos, workshops, user group meetings, other geographic events. Run campaigns to specific industries for nearby conferences. Send communications before travel to prospect and customer meetings.
- Location-Based Marketing
- Account Based Marketing
- Local Event Marketing
- Easy Add to Campaign
- Industry Targeting
- GDPR & State Privacy Compliance
Sales Operations
Customize views based on user: SDR vs Regional Managers, by role, by division. For repeatable, scalable operations. Simplify training, accelerate onboarding by giving all reps in a group the same features.
- Set Up User Profile Groups
- Privacy & Confidentiality Filters
- Schedule Automatic Geocoding
- Prompt Questions, Capture Answers
AppExchange Reviews
Try ProsperVue for free for 30 days
ProsperVue Visual Data Edition Features
ProsperVue’s Visual Data Edition with map-based visuals, easy data sorting and filters.
Priorities and opportunities visually pop. Where previously these insights were hidden in fields and rows.
Visualize lead, account, contact and opportunity data to boost sales and marketing productivity.
Lightning Ready
ProsperVue supports the Salesforce Lightning Experience as well as the Classic interface. Users on the Lighting Experience will notice updated styling while users staying on Salesforce Classic will encounter functionality they are familiar and comfortable with.
Salesforce Filters
Use the Salesforce filters you are already familiar with to cut through information overload. Find the info you need now, so you can get back to sales calls visits and campaigns as quickly and seamlessly as possible. These filters ensure that only data that is relevant to a user is provided.
Custom Objects Support
Extend your organization’s data by defining custom objects. Keep track of unique data stored in Salesforce by configuring custom objects into ProsperVue to fit your organization’s needs. With the flexibility of ProsperVue set-up, easily customize the data your sales team needs to view.
ArcGIS by ESRI Enterprise Mapping Platform
ProsperVue utilizes the ArcGIS platform by ESRI, the most widely used mapping solution in the world for large enterprises to solve complex geo-analytic problems. Harness this power with your own data to help your Salesforce users be efficient and results-oriented.
Advanced 100% Geocoding
Generate latitude and longitude to plot address data in Salesforce for any object. Advanced geocoding has many built-in cleansing and standardization features to provide maximum global coverage with unlimited records, scheduling and batch geocoding, automatic record updates and select the address field you wish to use.
Geofencing Tool
Customize your boundary search. Draw a circle, square or any freehand shape. Within that shape you can run searches, add to campaigns, create and export data lists. Perform actions en masse with one click, like change lead owner.
Radius View
Within a radius set by your Salesforce admin, you can see all chosen objects within that radius. For example, see all accounts and leads within a 100 mile radius, or within a 20 mile radius, or any other radius size that you set. The radius size depends on your business and your needs – are you a single-location local business? Or do you sell nationally and you are seeking nearby accounts not too far from leads, to use as references?
Global Location Search
Simply type in any address, city, ZIP or landmark. Instantly navigate to that location. Search any location, landmark, etc. anywhere in the world.
Fast Research
Run LinkedIn and Google searches with one click right in the app. Learn about the contact or company, visit their website, see what connections you share and more.
Communication History
In Left Panel, see history of all communications with leads and accounts. This feature is activated when the Account Activity History object is configured in the Left Panel.
Color Pin Optimization
Color-code the pins for any picklist or text field at any time. Users can see each value of that field in its unique color for easy visual identification. Let reps quickly see who to visit next, who needs to be called more frequently, or who is a higher value prospect or who is more likely to buy now.
GDPR/Privacy
Only display data where the customer or prospect has given permission.
ProsperVue Analytics Edition Features
ProsperVue Analytics puts the power of advanced analytics to work in your Salesforce org.
Insights from predictive scoring speed up the sales process, increase customer lifetime value.
The Analytics Edition includes all features in the Visual Data Edition.
Dashboard Views
Visually stunning dashboards provide all the necessary information in a timely, consistent and easy to view manner to all sales users. Centrally develop and configure the dashboard components by sales, marketing or analytic experts, and distribute based on user profile to provide a customized and highly relevant view to sales users.
Analytics Library
Create unlimited simple and advanced segmentation, as well as propensity models and save them to an internal library managed by the admin. Release only the ones you want to sales users, or archive temporarily, or make changes and update the segments.
Analytic Control Panel
Let your data scientist create and store segmentation, models and more. All within Salesforce! Transform the data to get more value and draw insights. Maintain these internally, ready to deploy.
Propensity Models
Create propensity models to target best industries, lead sources, geographies and more. A sales analyst can evaluate, build and save several models in a library. Then apply only the models you want to the dashboard to serve the sales users, producing scalable, analytics-driven results.
Scoring & Ranking
Easily apply the algorithms to score records in any object. Find the best customer profile for accounts, and tag all records with the score for the same profile in leads, contacts or opportunities. Apply scores to prioritize calls and visits, simulate close rates, update forecasts. Take full control of business development and customer life cycle.
Custom Segmentation
80/20 Top Industries
Top 20% of customers typically generate 80% of revenue. Easily let reps prioritize accounts in top industries, and identify high value prospects in others.
Analytic Insights
Identify powerful insights of customer, market and industry trends to let reps take action.
Customized Model Delivery
The analytic team can work with sales leaders to deploy the right models to the right users (profiles or roles) for seamless execution in one click.