I love that Prosperworks saves me time and makes my life easier
Can you believe it? I never thought in a million years that I would be implementing CRMs again.
What a strange world we live in. Recently I have been coaching a Mid-Market company with 710 employees, and I stumbled onto a new CRM because one of their marketing technologies, Autopilot, might soon integrate with them.
So I checked Prosperworks out.
I have to tell you I am a bit jaded these days, so I am a tough customer. However, I was surprised by what I found and how easy it was to use. It reminds me a lot of Daylite, but it has a lot more going for it regarding being able to communicate with other systems and to intelligently tell you what is going on. Here are some of the things that excite me about it.
- Prosperworks has almost zero data entry, with it's Fullcontact API integration, it hunts through signatures and other resources and builds a rich profile of each person! Who doesn't LOVE that?
- It always irked me that with most CRMs when I am mobile, I can't see emails that I have exchanged with someone, with Prosperworks I can. This makes working remotely a breeze.
- In most CRMs, I can't associate an email to a completely different project, opportunity or company. (I loved that in Daylite's email plugin) With Prosperworks I can. If you are wondering why I keep mentioning Daylite. I was the world leading implementor of it for ten years before moving to the cloud, but it still holds a special place in my heart. It launched my career.
- On another Daylite note, I always really liked the light project management that it had. Prosperworks has that, as well as automated actions.
- It's also important that Prosperworks is quick to implement. Being a business productivity coach, I want my clients to be up and running quickly. It should take a few hours, not a few months!
- It's important to me that I can use the Melrose Method in my systems, with Prosperworks I can. *The Melrose Method is my proprietary method of project task management that takes humans into account within a business.
- I like that with Prosperworks so deeply integrated with Google, that I can truly get work done remotely. My documents, spreadsheets, presentations and files all sync perfectly. Google actually uses and recommends Prosperworks; it's the only CRM they do recommend!
- I like that Prosperworks works with Zapier so I can get it to talk back and forth to my internal systems really easily.
- I hated that Podio was so horrible with email. Prosperworks lives in your Gmail, and you can do almost everything from there. Out freaking-standing! Incidentally, I converted, one of the Podio Partners to Prosperworks just the other day!
- Base CRM frustrated me because it's API was so restrictive. It also didn't have any lightweight project management. I also didn't like that the phone system was integrated, so it created lock-in. (You know how I am about lock-in) Prosperworks will soon have RingCentral integration. Q1 2017
- Zoho is a powerhouse to be sure, but it does take a lot longer to implement for people and some things about it are still difficult and clunky. Especially tasks management. People who use Prosperworks, don't even necessarily need a full implementation, it is that easy! (Only if you want coaching in how best to use it for your business or migration and customization help.) Or if you want to learn the Melrose Method.
They just received 24 Million in funding to invest in the AI so it can get better at tracking what your company does to close a deal. After it learns that, it will make suggestions on deals and tell you what needs to be done to close them.
I am not going to go on and on about it (seriously I could write a book at this point). I encourage you to check it out for yourself if you use Gsuite or are thinking about it.
Marni shares cool things that will help you build a business that serves your life. She has designed a life where she works 4 days a week for 4 hours a day and can work from home to be with her family. She lives an active life golfing, paddleboarding, snowboarding and yoga as well as weight lifting. She writes for iBusiness magazine.