Integrating Your Ecommerce Store with ProsperWorks

Transcription

1 Integrating Your Ecommerce Store with ProsperWorks APPROACHES, BENEFITS, & HOW TO START Part of the Leveling Up with ProsperWorks Webinar Series

2 PRESENTERS Robin H. Smith Jack James GM Sales & Marketing, Co-Founder at VL Manager, Customer Success ProsperWorks Inc.

3 OVERVIEW Data integration: what it is, why it matters, & what can be done Approaches to data integration Integrating ProsperWorks with ecommerce platforms How to evaluate which data integration solution is right for your business Actionable items & what s next for ProsperWorks integrations Questions & answers

4 1 DATA INTEGRATION: WHAT IT IS, AND WHY IT MATTERS

5 DATA INTEGRATION WHAT IT IS 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

6 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 siloization/ islands of technology between applications, departments, partners

7 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

8 2 DATA INTEGRATION: APPROACHES

9 APPROACHES TO DATA INTEGRATION File Download/ Upload Manual Data Entry Do-it-Yourself Programming Plug-andPlay, Point-toPoint Data Integration as a Service

10 Method Manual Data Entry File Download/ Upload Plug-and-Play/ Point-to-Point Do-it-Yourself Programming Data Integration as a Service Minimal Effective for low transaction volumes Effective for low transaction volumes Minimal to None High Scalability No No Minimal or none No High Longevity No No Low potential No High Many Possible Few Possible Low Customization Yes -- No Yes Yes Short-Term Cost High Low Low High Medium to High Long-Term Cost High High Low to High High Low Measure Effectiveness Data Errors

11 3 INTEGRATING PROSPERWORKS WITH ECOMMERCE PLATFORMS

12 ABOUT PROSPERWORKS Product Launched in 2015 Google s #1 CRM The only CRM built for G suite $34M raised so far ($24M in Series B - Sep 2016) Platform levels: Basic Professional Business

13 INTEGRATING PROSPERWORKS ProsperWorks can be integrated with many ecommerce platforms:

14 PROSPERWORKS & DATA INTEGRATION: WHAT CAN BE DONE - The role of the API - The Blob - Leveraging the opportunity funnel - Updating order statuses and closing the loop -

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17 PROSPERWORKS/SHOPIFY INTEGRATION Demo: Shopify to ProsperWorks Integration

18 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

19 4 EVALUATING YOUR BUSINESS WHICH INTEGRATION STRATEGY FITS YOUR BUSINESS BEST

20 YOUR BUSINESS: 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?

21 5 ACTIONABLE ITEMS THINGS YOUR BUSINESS CAN DO TODAY TO IMPROVE DATA FLOW

22 ACTIONABLE ITEMS #1: Look at your business data holistically - within the business as a whole, uses, needs, business rules, and more. What are your needs? #2: The Yarn Experiment: Map out how data moves and what data is required to satisfy the applications your business uses. Keep the customer experience you want to create in mind. #3: Use plug-and-play integrations that are already built in to applications your business already uses. #4: Look for APIs when adopting new applications. No matter your data integration strategy today, APIs are crucial to more complex integrations!

23 6 WHAT S NEXT? LOOKING TO THE FUTURE OF PROSPERWORKS

24 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

25 SINCE OUR START IN 1994 VL has been focused on helping businesses function more efficiently and effectively. We do this through providing high-quality data integration services as a partner in your business ongoing growth.

26 & THANK YOU Questions?