ProsperWorks Ecommerce Store with Integrating Your · DATA INTEGRATION WHY IT MATTERS • Saves your business: – Time – Money – Errors • The quality of your data integration

Integrating Your Ecommerce Store with ProsperWorksAPPROACHES, BENEFITS, & HOW TO START

Part of the Leveling Up with ProsperWorks Webinar Series

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@ProsperWorks | @VL_OMNI

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PRESENTERS

Robin H. SmithGM Sales & Marketing, Co-Founder at VL

Jack JamesManager, Customer Success

ProsperWorks Inc.


• 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

OVERVIEW


DATA INTEGRATION:WHAT IT IS, AND WHY IT MATTERS

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

www.ibm.com/analytics/us/en/technology/data-integration/


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

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

$60PER ORDER


2

DATA INTEGRATION:APPROACHES


APPROACHES TO DATA INTEGRATION

Manual Data Entry

File Download/

Upload

Plug-and-Play,

Point-to-Point

Do-it-Yourself Programming

Data Integration as a Service


Method

MeasureManual Data

EntryFile Download/

UploadPlug-and-Play/ Point-to-Point

Do-it-Yourself Programming

Data Integration as a

Service

Effectiveness MinimalEffective for low

transaction volumes

Effective for low transaction

volumesMinimal to None High

Scalability No No Minimal or none No High

Longevity No No Low potential No High

Data Errors 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


3

INTEGRATING PROSPERWORKSWITH ECOMMERCE PLATFORMS


• 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

ABOUT PROSPERWORKS


INTEGRATING PROSPERWORKS

ProsperWorks can be integrated with many ecommerce platforms:


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 -




PROSPERWORKS/SHOPIFY INTEGRATION

https://youtu.be/mWh6VEg4wXo

Demo: Shopify to ProsperWorks Integration


https://youtu.be/mWh6VEg4wXo

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 savingshttp://www.prosperworks.com/blog/how-to-supercharge-your-ecommerce-business-with-prosperworks-and-shopify/


4

EVALUATING YOUR BUSINESSWHICH INTEGRATION STRATEGY FITS YOUR BUSINESS BEST


• 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:


5

ACTIONABLE ITEMSTHINGS YOUR BUSINESS CAN DO TODAY TO IMPROVE DATA FLOW


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!


6

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 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.

SINCE OUR START IN 1994

THANK YOU

&

Questions?

Documents

ProsperWorks Ecommerce Store with Integrating Your · DATA INTEGRATION WHY IT MATTERS • Saves your business: – Time – Money – Errors • The quality of your data integration