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 #LevelUpPW VLOMNI.COM

PRESENTERS Robin H. Smith Bence Orlai GM Sales & Marketing, Product Manager Co-Founder at VL ProsperWorks Inc. #LevelUpPW VLOMNI.COM

Join the conversation #LevelUpPW @ProsperWorks | @VL_OMNI #LevelUpPW VLOMNI.COM

AGENDA • 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 #LevelUpPW VLOMNI.COM

1 DATA INTEGRATION: A BRIEF INTRODUCTION #LevelUpPW VLOMNI.COM

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 www.ibm.com/analytics/us/en/technology/ data - integration / #LevelUpPW VLOMNI.COM

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 #LevelUpPW VLOMNI.COM

DATA INTEGRATION WHY IT MATTERS $60 Saves your business: • Time – Money – Errors – The quality of your data integration • solution impacts many aspects of your business – including customer experience PER ORDER The ‘Amazon’ customer expectation – The perfect customer cycle – #LevelUpPW VLOMNI.COM

2 PROSPERWORKS & G SUITE: CORE INTEGRATIONS #LevelUpPW VLOMNI.COM

ABOUT PROSPERWORKS • 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 – #LevelUpPW VLOMNI.COM

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 #LevelUpPW VLOMNI.COM

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 #LevelUpPW VLOMNI.COM

3 PROSPERWORKS INTEGRATION #LevelUpPW VLOMNI.COM

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

WHY AN API IS IMPORTANT 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 http://sproutsocial.com/insights/what-is-an-api/ automatically. #LevelUpPW VLOMNI.COM

THERE ARE GOOD APIs Good APIs are consistent • instructure, payload, and error handling. They follow conventions, and • standards are followed appropriately. Simpler is better. • #LevelUpPW VLOMNI.COM

AND THERE ARE BAD 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 #LevelUpPW VLOMNI.COM

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 #LevelUpPW VLOMNI.COM

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 #LevelUpPW VLOMNI.COM

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. #LevelUpPW VLOMNI.COM

WHAT THIS MEANS FOR YOU 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 #LevelUpPW VLOMNI.COM

4 CASE STUDY 1 PROSPERWORKS TO ECOMMERCE CARTS #LevelUpPW VLOMNI.COM

& 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 #LevelUpPW VLOMNI.COM

EX: PROSPERWORKS TO SHOPIFY & #LevelUpPW VLOMNI.COM

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5 CASE STUDY 2 PROSPERWORKS TO ECOMMERCE MARKETPLACES #LevelUpPW VLOMNI.COM

& 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. #LevelUpPW VLOMNI.COM

EX: PROSPERWORKS TO AMAZON & #LevelUpPW VLOMNI.COM

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 ● #LevelUpPW VLOMNI.COM

6 SUMMARY OVERVIEW & THINGS YOUR BUSINESS CAN DO TODAY #LevelUpPW VLOMNI.COM

WHAT DATA INTEGRATION STRATEGY IS RIGHT FOR YOUR BUSINESS? #LevelUpPW VLOMNI.COM

Method Data Manual Data File Download/ Plug-and-Play/ Do-it-Yourself Integration as a Measure Entry Upload Point-to-Point Programming Service Effective for low Effective for low Effectiveness Minimal transaction transaction Minimal to None High volumes volumes 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 High Low Low High Medium to High Cost Long-Term Cost High High Low to High High Low #LevelUpPW VLOMNI.COM