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 & Cloning Models
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.
Tracks and measure prospect, lead and customer segmentation to fit your business requirements. ProsperVue’s segment builder allows statistical models or advanced segmentation to be created using custom fields and custom objects right within Salesforce.
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.
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.
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.
90 Second Setup
Put the app to work quickly out of the box. The dashboards, maps and settings come with starters so the app can be used immediately. As you get to learn the features, then customization becomes much easier.
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.
Connect With Social
Social selling at its best! Target and connect with prospects quickly and run Google and LinkedIn searches with one click right off the app. Learn about the contact or company, visit their website, see who you are connected with and more.
Map results/lists can be exported to a CSV file with one click, so you can process those records for any purpose beyond viewing locations. Create pivots, custom reports to leverage Excel capabilities.
Timeline feature is available within the object detail on the map’s left panel. Quickly scan what journey prospects and accounts have been going through, the sales and marketing touches and account history.
Add search results from the map to a marketing campaign for location-targeted marketing campaigns. Impress your accounts and prospects by sending them tailored location-based messaging and more.
All recent records and locations that the user viewed on the map are saved as shortcuts so the user can go back to that quickly, saving considerable time.
ProsperVue allows you to target geographic boundaries such as state, county, zip code, area codes to filter and sort data. Each boundary contains clickable zoom to access data within that faster and more precisely.
Intelligent Route Optimization
Plan, build and execute your travel plans with analytic insights and optimize travel and sales visits. Build accurate routes from any object in Salesforce. From Salesforce1, use prescriptive analytics to target accounts nearby that are most likely to buy. Fill-in those last minute cancelations so your day is as productive as you planned.
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 make users efficient and results-oriented.
Need to look in a certain area for your best accounts? Expand a search radius by 20, 50 or 100 miles or view all your accounts as appropriate.
Easy access to your essential sales tools on the move! 100% native, Salesforce1 gives access to ProsperVue features while on the road, so that reps can act quickly and with confidence.
Global Search as-you-type
Search any location, landmark, etc. anywhere in the world. Suggestions pop up as you type, making it easier to find that location. Then go to that location instantly and view the records for any object in that area.
Customize you boundary search. Draw any free-hand shape, and within that run searches, add to campaign, create and export data lists. Perform actions en masse like change lead owner or status with one click.
Territories and sales reps change, but to stay relevant you must constantly and proactively manage, reassess and reassign territories. Custom territories feature creates new territorial regions, identify and execute corrective actions.
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. Easily customize what data your sales team needs to view with the flexibility of ProsperVue set-up.
Use the Salesforce filters you are already familiar with to cut through information overload and 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 that user is provided.
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.
Still not convinced ProsperVue is right for you?
Request a custom demo and see how your unique
use case solution works within your Salesforce instance