the ProsperWorks API Taking Advantage of · AUTOMATED MANUAL REST-based API - JSON, XML Manual data entry SOAP-based API - XML File download/upload EDI, CSV API: Application program

Taking Advantage of the ProsperWorks API

UNLOCK POTENTIAL WITH PROSPERWORKS’ POWERFUL API

Part of the Leveling Up with ProsperWorks Webinar Series

#LevelUpPWVLOMNI.COM

PRESENTERS

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

Bence OrlaiProduct Manager

ProsperWorks Inc.


#LevelUpPWJoin 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

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“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 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

$60PER ORDER


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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

https://www.prosperworks.com/made-for-google


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.


https://www.prosperworks.com/developer_api

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PROSPERWORKS INTEGRATION


INTEGRATION BASICS

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

http://www.webopedia.com/TERM/A/API.html | https://en.wikipedia.org/wiki/Webhook

AUTOMATED MANUAL

REST-based API - JSON, XML Manual data entry

SOAP-based API - XML File download/upload

EDI, CSV

API: Application program interface (API) is a set of routines, protocols, and tools for building software applications. An API specifies how software components should interact. Additionally, APIs are used when programming graphical user interface (GUI) components.

Webhooks: A webhook in web development is a method of augmenting or altering the behavior of a web page, or web application, with custom callbacks. These callbacks may be maintained, modified, and managed by third-party users and developers who may not necessarily be affiliated with the originating

website or application.


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


http://sproutsocial.com/insights/what-is-an-api/

• 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.

https://gist.github.com/rjz/32835769672344a137c8

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!”

https://www.prosperworks.com/developer_api


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.”

https://prosperworks.zendesk.com/hc/en-us/articles/217214766-ProsperWorks-Webhooks


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


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CASE STUDY 1PROSPERWORKS TO ECOMMERCE CARTS


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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


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CASE STUDY 2PROSPERWORKS TO ECOMMERCE MARKETPLACES


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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


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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

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SUMMARYOVERVIEW & THINGS YOUR BUSINESS CAN DO TODAY


YOUR BUSINESS?

WHAT DATA INTEGRATION STRATEGY IS RIGHT FOR


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


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


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:Leverage the ProsperWorks G Suite and other one-to-one integrations to connect to applications your

business already uses, but be aware of your business’ needs and the limitations on some one-to-one integrations.

#4:Look for APIs when adopting new applications. No matter your data integration strategy today, APIs are

crucial to more complex integrations!


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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

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Questions?


Documents

the ProsperWorks API Taking Advantage of · AUTOMATED MANUAL REST-based API - JSON, XML Manual data entry SOAP-based API - XML File download/upload EDI, CSV API: Application program