ProsperVue Analytic for Salesforce

Use Cases

Inside Sales
Account Management
Marketing
Sales Operations

Inside Sales

SDRs
Business Development
Prospecting
Appointment-Setting
Outbound & Inbound Leads
Use cases like these enabled a fast-growing telematics inside sales team to increase call conversions 30%, appointments 16%, deal size 26%.

Local Reference Selling

Mention happy nearby customers as references.
Find nearby accounts most similar to prospects in a few quick clicks. Sort by same industry, similar revenue, products purchased.

See Inbound Leads on Map

Web forms often collect limited info from leads. Show inbound leads on the map, with nothing more than a phone number. Instantly see nearby accounts for references.

Search Records by Industry

While prospecting, search for leads in your target industries and similar industries.

 

See the leads plotted in a geographic area. Fast, accurate keyword search with auto-complete cuts research time.

Fast Online Research

Sales reps don’t need to type and open a bazillion browser windows. One click on buttons for LinkedIn, Google and Website will launch automatic searches of people and companies. Big productivity booster!

See All Related Accounts

Link all related Account records together and see them on a map. Even accounts that you don’t know are related, like subsidiaries with different names.

 

See when accounts already have owners. And when SMB and mid-market accounts are actually enterprise subsidiaries.

 

(Salesforce data must be linked with Parent-Child Account Heirarchies or Valgen’s Related Records Keys.)

Top 10

Top 10 Priorities

Color-coded pins make priorities pop. Otherwise they stay hidden in long lists of words and numbers!

Sort by fields like Lead Status, Subscription/Contract Status, Account Type, Industry, Product and more.

Editable Fields & Call Notes

Edit Lead, Account and Contact information in the Left Panel, instantly during a call. Update data without having to click around to separate Lead, Account and Contact records.

With a Notes field, type call notes.

Outbound Call Lists & Dialer

Find all Accounts, Leads or Opportunities in any geographic area. Then make calls with visibility to all relevant data.

 

Integrates with Salesforce Dialer.

GDPR & State Privacy Compliance

Mask exact location and other identifying information for selected records in specific locations.

Customize privacy settings by country, field and value filters. To comply with U.S. privacy laws, you can choose specific states.

Try ProsperVue for free for 30 days

Account Management

Account Execs
Account Based Selling
Trip & Meeting Planning
Location-based visual data helped a team with high value accounts to expand territories & pipeline by $650M.

Identify At-Risk Accounts

In a few quick clicks, find at-risk accounts by sorting fields such as days since last contact, days to subscription renewal, or other risk indicator important to your business. Prioritize by account value, product, etc.

 

Color-coded pins will highlight the accounts most at risk in a geographic area. See accounts on a list so you can call, email or add to campaign.

Subscription & Contract Renewals

See accounts with upcoming subscription and contract renewals.

Sort by revenue and contract value to prioritize highest value accounts. Call, email, meet or add to campaign.

Try ProsperVue for free for 30 days

Marketing

Event Campaigns
Pre-Trip Campaigns
Account Based Marketing
Segmentation
An innovative use of ProsperVue visually identified 20% of SQL accounts that without visualization, would not have been marketed to or acted upon by sales.

Add to Campaigns

Add your mapped search results to a marketing campaign. Send location-based messaging to contacts, leads, accounts, opportunities.

There are several easy ways to add leads to campaigns: select all, filters, geofence or search.

Add to Existing Campaigns

The “Add to Campaigns” steps above will add leads to a new campaign, and you can also add leads to an existing campaign.

Support Events with Location-Based Marketing

Invite nearby prospects and customers to events like trade show exhibits, trainings, user group meetings and more.

Industry Targeting in Locations

Go to a geographic area, and select an industry you want to target. Add leads and accounts in that industry to a campaign.

See All Related Accounts

Link all related Account records together and see them on a map. Even accounts that you don’t know are related, like subsidiaries with different names.

See when accounts already have owners. And when SMB and mid-market accounts are actually enterprise subsidiaries.

(Salesforce data must be linked with Parent-Child Account Heirarchies or Valgen’s Related Records Keys.)

Top 10

Top 10 Priorities

Color-coded pins make priorities pop. Otherwise they stay hidden in long lists of words and numbers!

 

Sort by fields like Lead Status, Subscription/Contract Status, Account Type, Industry, Product and more.

GDPR & State Privacy Compliance

Mask exact location and other identifying information for selected records in specific locations.

Customize privacy settings by country, field and value filters. To comply with U.S. privacy laws, you can choose specific states.

Try ProsperVue for free for 30 days

Salesforce Admin &
Sales Operations

See our Installation Guide (PDF), User Assignment Guide (PDF) and Configuration Guide (PDF) for how to set up and customize ProsperVue for your needs.
If you need help, contact us at [email protected]

Set Up User Profile Groups

Customize and assign different objects, views, records, fields and filters to groups based on their varying needs. For example, SDR vs Regional Managers, or by corporate divisions.

Standardizes features for repeatable, scalable operations. Simplify training and accelerate onboarding by giving all reps in a group the same features.

Schedule Automatic Geocoding

Set up your own schedule for geocoding, by object and country. One time or recurring. Send notifications to yourself and/or others.

Privacy & Confidentiality

Use our GDPR and privacy filters for group profiles of users that contact jurisdictions under GDPR or other privacy laws, to be in compliance for a state, country, EU.

Prompt Questions & Capture Answers

Fields in the Left Panel are editable. The perfect spot for information that you want SDRs or other reps to capture during calls.

Helpful Features

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.

History Lead Account Communication in Salesforce

Location Search

Simply type in any address, city, ZIP or landmark. Instantly navigate to that location.

Location Search Salesforce ProsperVue 2

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?

Try ProsperVue for free for 30 days

Get all info about ProsperVue for Salesforce + pricing

GET MORE PROSPERVUE INFO

Install at the AppExchange

PROSPERVUE ON THE APPEXCHANGE