Use Cases

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%.

Reference Selling Salesforce Nearby Accounts ProsperVue

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 SUCCESS TIPS

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.

Inbound Leads on Salesforce Maps ProsperVue

Search Industry Prospects Leads Salesforce ProsperVue

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!

Prospect Research LInkedIn Salesforce ProsperVue2

Related Records Parent Child Salesforce ProsperVue

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 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.

Top 10 Color Coded Pins Salesforce ProsperVue 1

Editable Fields in Salesforce Fill In Missing Information Use Case 3

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.

Outbound Call Lists Salesforce Dialer ProsperVue

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

INSTALL PROSPERVUE

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.

Find At Risk Accounts in Salesforce ProsperVue Step3

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.

SEE SUCCESS TIPS

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

INSTALL PROSPERVUE

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 Campaign with Salesforce ProsperVue 3

Add Leads to Campaigns with ProsperVue for Salesforce 1

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.

Location Based Marketing Campaigns with ProsperVue for Salesforce 1

Location Based Industry Targeting with ProsperVue for Salesforce 2