Taking Advantage of the ProsperWorks API UNLOCK POTENTIAL WITH - - PowerPoint PPT Presentation

Taking Advantage of the ProsperWorks API

UNLOCK POTENTIAL WITH PROSPERWORKS’ POWERFUL API

Part of the Leveling Up with ProsperWorks Webinar Series

PRESENTERS

Robin H. Smith

GM Sales & Marketing, Co-Founder at VL

Bence Orlai

Product Manager ProsperWorks Inc.

#LevelUpPW

Join the conversation @ProsperWorks | @VL_OMNI

• Introduction
• ProsperWorks & G-Suite core integrations
• ProsperWorks integration beyond G Suite

– APIs (REST), EDI, & what it means to you

• Examples & case studies
• Summary & actionable items
• What’s next for ProsperWorks
• Questions & answers

AGENDA

DATA INTEGRATION:

A BRIEF INTRODUCTION 1

“Data integration is the combination of technical and business processes used to combine data from disparate sources into meaningful and valuable information. A complete data integration solution delivers trusted data from a variety of sources.”

• IBM Data Integration

DATA INTEGRATION

WHAT IT IS

Data integration:

• Connects applications together via

their data

• Automates data movement and

translation between applications

• Standardizes data throughout a

business or organization

• Reduces silos - ‘islands of

technology’ between applications, departments, partners

DATA INTEGRATION

WHAT IT IS

DATA INTEGRATION

WHY IT MATTERS

• Saves your business:

– Time – Money – Errors

• The quality of your data integration

solution impacts many aspects of your business – including customer experience

– The ‘Amazon’ customer expectation – The perfect customer cycle

$60

PER ORDER

2

PROSPERWORKS & G SUITE:

CORE INTEGRATIONS

• Product Launched in 2015
• Google’s recommended CRM
• The only CRM built for G suite
• $34M raised so far ($24M in

Series B - Sep 2016)

• Platform levels:

– Basic – Professional – Business

ABOUT PROSPERWORKS

PROSPERWORKS & G SUITE

• ProsperWorks is perfectly integrated with the G Suite

tools you know and love

– Designed like Google – Chrome extension for Gmail & inbox – Google Sheets add-on – Build any custom report you want

• ProsperWorks CRM right in your inbox

– Never lose a lead – Easy to use, mobile-ready

INTEGRATING PROSPERWORKS BEYOND G SUITE

IT CAN BE DONE!

The ProsperWorks Web API allows you to access and build applications that interact with ProsperWorks in more complex ways than the integrations we provide out of the box.

3

PROSPERWORKS INTEGRATION

INTEGRATION BASICS

There are a few standard ways data can be moved between applications:

AUTOMATED MANUAL

REST-based API - JSON, XML Manual data entry SOAP-based API - XML File download/upload EDI, CSV

Businesses Rely on Open APIs.

“APIs are important for the businesses that provide them, because third-party developers build out applications that further the use of the company’s core

• product. This saves the API provider both time and

money.” ProsperWorks has created a great API, allowing companies like VL to further integrate ProsperWorks into other applications, moving important data automatically.

WHY AN API IS IMPORTANT

• Good APIs are consistent

instructure, payload, and error handling.

• They follow conventions, and

standards are followed appropriately.

• Simpler is better.

THERE ARE

GOOD APIs

• Don’t get updated
• Inconsistent
• Poor documentation
• Doesn’t deliver the needed data
• No error codes and cryptic

messages

• No caching
• Little to no audit trail

...Ultimately leaving you with more manual work at the end of the day.

AND THERE ARE

BAD APIs

PROSPERWORKS API

“The ProsperWorks Web API allows you to access and build your own applications that interact with ProsperWorks in more complex ways than the integrations we provide out of the box. The API provides a RESTful interface with JSON-formatted responses to access ProsperWorks resources, including Leads, People, Companies, Opportunities, Activities, and more. We are continuously working on expanding our API functionality, so stay tuned!”

PROSPERWORKS API - WEBHOOKS

“Webhooks are real-time notifications that are sent to a specified URL that describe a certain record related activity. The webhook notifies the receiving URL with a JSON response. Customers who integrate business systems want to be able to capture events that take place in ProsperWorks in real time. These events within ProsperWorks can trigger events in other integrated systems.”

PROSPERWORKS API

ProsperWorks’ robust API means… Scaling businesses with sophisticated technology stacks, legacy systems, customized applications and more who require ProsperWorks’ data to be automated have the ability to integrate directly into ProsperWorks.

With the help of integration experts, your business can:

• Bring together disparate systems
• Apply business rules to your ecommerce data translations
• Send ecommerce data sets to multiple target sources

(ERPs, 3PLs, ProsperWorks CRM, and more)

• Move data in near real-time
• Move data in and out of applications that have been

customized to your business

• Update information in multiple target applications via a

single, centralized application

WHAT THIS MEANS FOR YOU

4

CASE STUDY 1

PROSPERWORKS TO ECOMMERCE CARTS

&

Benefits of integrating ProsperWorks and your ecommerce store:

• Update customer information automatically
• Provide sales/customer service teams with order

information directly in the ProsperWorks dashboard (The Blob)

• Create new contacts in ProsperWorks when they order

from your ecommerce store

• Integrate and customize the Opportunity Funnel with the

status of a customer’s order

EX: PROSPERWORKS TO SHOPIFY

&

5

CASE STUDY 2

PROSPERWORKS TO ECOMMERCE MARKETPLACES

&

Integrating marketplaces with ProsperWorks is just the beginning. If you’re a complex retailer, you’re likely selling through multiple channels, including online marketplaces.

• ProsperWorks can be integrated with all your applications,

including both ecommerce carts (webstores) and marketplaces

• Marketplaces include Amazon Seller Central, eBay, Best

Buy (Canada), Walmart, Jet.com, Overstock, Rakuten and many more.

EX: PROSPERWORKS TO AMAZON

&

Integration of ProsperWorks and Amazon for long-term growth should ideally be run through an ERP. This ensures:

• A single point of ‘data truth’
• Correct inventory numbers
• Automated data transfer

EX: PROSPERWORKS TO AMAZON

6

SUMMARY

OVERVIEW & THINGS YOUR BUSINESS CAN DO TODAY

YOUR BUSINESS?

WHAT DATA INTEGRATION STRATEGY IS RIGHT FOR

Method Measure Manual Data Entry File Download/ Upload Plug-and-Play/ Point-to-Point Do-it-Yourself Programming Data Integration as a Service Effectiveness

Scalability

Longevity

Data Errors

Customization

• No

Short-Term Cost

Long-Term Cost

• Growth: Declining, steady, or rapidly growing?
• Application mix: Only a few core applications, or a complex mix of

applications?

• Data Sources: Only a few data sources and file types, or a diverse mix?
• Custom solutions: Do you have any solutions developed in-house or that

have been customized to your business’ needs?

• Current data strategy: Formalized strategy, high-level strategy, or no

strategy?

• ERP?: Are you using an ERP, and if so, has it been customized?
• EDI?: Does your business do EDI?

YOUR BUSINESS:

BENEFITS OF INTEGRATING PROSPERWORKS

• Increased customer visibility

– Past orders – Sales & marketing insights – The ability to manage customer interactions & orders from a single application – Managed customer experience from end-to-end

• Less errors & increased speed
• Better & more complete business intelligence insights
• Cost, time, resources savings

ACTIONABLE ITEMS

#1:

#2:

#3:

#4:

7

WHAT’S NEXT?

LOOKING TO THE FUTURE OF PROSPERWORKS & VL

WHAT ELSE YOU CAN DO WITH

PROSPERWORKS & VL

• More advanced web-to-lead functionality
• More complex integrations
• Automation of lead entries
• Automation of invoicing
• Automation of marketing

VL OMNI: Your trusted integration partner for real-time accurate customer order data, shipment details, inventory, and prices.

ACCELERATE GROWTH

THANK YOU &

Questions?