ProsperWorks est une application de gestion de la relation client (CRM) qui s'intègre pleinement dans les outils de G Suite que vous utilisez déjà et assure un échange de données transparent entre ces applications. Son intégration dans Gmail permet de voir toutes les informations des contacts associés à vos e-mails directement depuis votre boîte de réception : renseignements de base sur le contact tels que l'entreprise, l'intitulé du poste et le numéro de téléphone, l'historique des interactions, ainsi que les fichiers et notes associés.
ProsperWorks vous permet également de gérer les contacts en dehors de Gmail en vous offrant une vue complète du client depuis l'application ProsperWorks. Ces profils client sont automatiquement remplis avec des données recueillies sur le web et des pièces jointes extraites de vos e-mails. Les profils affichent tout votre historique d'interactions, un journal de vos e-mails et tous vos événements de calendrier passés et à venir. Vous pouvez également passer des appels directement à partir de ces profils à l'aide d'un bouton Google Hangouts intégré.
Outre sa fonctionnalité de gestion client, ProsperWorks propose également une gestion des opportunités. Vous pouvez afficher une représentation visuelle de toutes vos opportunités grâce à un pipeline personnalisable prenant en charge les modifications par glisser-déposer. Vous pouvez utiliser des filtres personnalisés pour approfondir l'information et l'application vous envoie des alertes lorsque les offres sont menacées d'obsolescence. ProsperWorks propose également un rapport de progression de pipeline permettant de suivre la progression des offres de semaine en semaine.
ProsperWorks propose une gestion des leads en plus de la gestion des clients et des opportunités. Vous pouvez importer des leads à partir de l'application intégrée de votre choix et afficher une liste de tous vos leads avec leur nom, société, adresse e-mail, numéro de téléphone, statut et responsable. Vous pouvez utiliser cette fonctionnalité pour attribuer de nouveaux leads et de nouvelles tâches aux membres d'une équipe. L'application suggère des actions pour les tâches de suivi et vous pouvez utiliser l'interaction Google Hangout pour passer des appels aux leads.
I've used Copper (under its original brand) both as a freelance digital contractor and in an agency setting. I found the standalone app to work fine, but there's no comparison to how well it worked with gMail, Google Docs and other elements of G Suite.
I read a Forbes article about the rebrand and apparently Copper signals a move for the company where their apps are on Google Cloud, and to better support G Suite, and that seems like great news. If you are an agency using G Suite it seems to be a no-brainer to use Copper to me. Especially for tracking emails and customer conversations related to opportunities. The rebrand caught me by surprise when I was looking for something for a client. The Forbes article sheds some light on the rebrand and evolution.
I'm a little biased as I wrote an article once for ProsperWorks, but this review is strictly from my experiences with the app, and the company. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment. I don't sell this app, I just was happy with how easy it was to use the tool, I've worked with Dynamics CRM, Salesforce and other CRM apps and I stand by my appreciation for how great this app is for G Suite and for agencies.
I think the Copper rebrand is a sign of lots of changes for this solution, and the Forbes article says that there are positive changes to further align this solution with the Google ecosystem. I will say that the rebrand was news to me, but I haven't used the app in a month or so now since a recent contract ended .
Copper has made it easy for me to keep track of my leads. With it's basic functions anyone can use it without reading extensively through a guide or manual. I would recommend it to new businesses because of it's simplicity and inexpensiveness.
I've used copper for a while now - it was called Prosperworks when I first started to use it. It was my first CRM and it has helped me get my marketing leads in order as well as showed me how to use a CRM. Since it has simple features it is easy to use and learn and once you get the hang of it you are able to understand bigger and more complex systems so I'd like to think of Copper as a gateway CRM. I love how it integrates with Gmail so that with just one click of a button on the side panel that shows up after you install the Chrome extension and you have the contact's information saved- which spares you the work of manually adding a contact to the platform. The filters are easy to use and the fields can be customized. They even have a "market place" where you are shown information on the contacts whom you've recently exchanged emails with and it gives you the option to save it to your list. The pricing is also reasonable, especially if your company is in its early stages.
The thing that I dislike most about Copper is the field mapping that needs to get done prior to importing a list of leads via an Excel sheet. If there is one error or if it doesn't recognize the information within a cell then it wont import it and it will give you a pop up window with the option to correct it right then and there. I've found myself fighting with it plenty of times because it wont accept what I'm writing and then I would resort to canceling everything and just deleting that contact from the list to add it manually afterwards just to get the import feature to work.
Also it is such a chore to import these lists, you have to click on so many menu items to get to the import function.
I work in a service company that offers hardware and software solutions with hundreds of clients in LATAM. Prosperwork is a fundamental support for the management of our company, it allows us to follow up on the objectives set, measure deviations, marketing actions and contact with our customers.
Prosperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department.
It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool.
Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.
We are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool.
Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.
Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel.
Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness.
The overall experience has been great! The training is very good and ProsperWorks makes a genuine effort to properly onboard their clients unlike some software companies that want to sign you up and then leave you on your own. At a bare minimum, ProsperWorks raises an awareness of where every opportunity is in the sales process for the rep and the manager, leading to more customer touches. When properly used, it's truly a tool to increase sales and provide guidance and structure for a sales person throughout their day. And it can be accessed from anywhere!
I like the robust feature set that ProsperWorks CRM offers. The ability for the application to "scrape" emails from the interactions with each client is a big plus, too. It's relatively easy-to-use for early to mid adopters and the learning curve for a deployment is minor assuming most the people in the organization are somewhat savvy with web-based applications. I'm a manager of an outside sales environment so the amount of administrative control and the ability to assign roles to specific reps is helpful. I can set it up where each rep sees their own activity and not the activity of others. The app version of the software for iOS and Android is awesome as well. Very robust. You can enter info on the fly using your smart phone and it's all waiting for you when you open your laptop! It's a must for anyone doing territory sales.
The biggest negative to me is the fact that when ProsperWorks tries to scrape the actual contact data, it's incomplete or inaccurate and needs to be completed or fixed. Any other complaint is relatively minor and can probably be overcome with some more training. Also, my company uses the enterprise version of Quickbooks and apparently, ProsperWorks only integrates with the web-based version. It would be nice if that option would be made available in the future.
Voici quelques-unes des questions fréquentes sur Copper.
Types de licences disponibles pour Copper :
À partir de: 19,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Copper.
Utilisateurs habituels du logiciel Copper :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Copper est disponible :
Types de licences disponibles pour Copper:
Appareils pris en charge par Copper :
Android, iPhone, iPad
Applications s'intégrant à Copper :
Built.io Flow, Campaign Monitor, Grow, Klipfolio, Mailchimp, PandaDoc, PieSync, Slack, Tray.io, Workato
Ressources d'aide disponibles pour Copper :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo