Integrate ChartMogul with Prosperworks
ChartMogul can turn new and existing business intelligence data into valuable analytics that companies can use to improve their market performance. ChartMogul can take subscriber data - both created within ChartMogul and imported from other data sources - and generate visualized analytics for a variety of metrics that SaaS companies care about.
Prosperworks streamlines and simplifies the world of CRMs. The G Suite compatible CRM works by eliminating common issues like painful data entry, automating time-consuming tasks, and seamlessly integrating with other data tools that businesses use every day. This allows users to easily manage tasks, follow up with leads and close deals.
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ChartMogul's End Points
Gather data about your subscription plans - like the subscription IDs, names, billing intervals, and the number of intervals that are charged at once - to evaluate the performance of each plan. This will help you better understand the effectiveness of your plans so that you can determine which ones are more or less successful as a whole.
Create, retrieve, or update data for new or imported customers in ChartMogul. This allows you to see important customer contact details, customer IDs, and valuable performance data including a customer’s MRR, ARR, and industry sector. You can then use that data to better segment your customers, which can provide more accurate and specific information about your business performance.
Import invoice data for customers that you are tracking through ChartMogul, including customer IDs, dates of purchase, transactions, and any relevant line items. Then, use ChartMogul to create subscription data for those customers and use that data to track more specific revenue data, both in ChartMogul and in your other data sources.
Track payments or refunds made on an invoice to see the transaction ID, type of transaction, transaction date, and whether or not the transaction was successful. This can help you get more accurate analytics from your invoice data. It can also indicate when there is an unusually high number of refunds, which could signal a problem worth addressing.
Get a list of subscriptions that ChartMogul has automatically generated from invoice data. This endpoint returns several IDs - including subscription IDs, customer IDs, plan IDs, and data source IDs - that will help you to more easily track and integrate data between any of those parameters to create deeper, more accurate business analytics.
Use tags to track terms that are associated with a customer so that you can segment or monitor them more specifically. For example, you could tag a particular customer as “high priority,” “returning” or anything else that is relevant to your business, and then retrieve a list of customers who have been tagged with those attributes in order to analyze them as a segment.
Update customer data with custom attributes that are more specific to the needs of your company. This can include both tags as well as more complex custom attributes. Then, track those attributes in ChartMogul to get analytics that are focused on your particular business concerns.
Prosperworks's End Points
Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.
Use the leads dashboard to track valuable lead information like who your leads are, their contact information, where they first interacted with your business, and where they are in your sales pipeline.
Set clear and aggressive goals for your team and track their performance over time. This will allow you to stay on top of activity and understand where pivots in strategy must be made.
Move opportunities through your sales pipelines and keep track of their progress at all times.Then, connect them to leads, contacts, and accounts to analyze conversion rates and the success of your campaigns.
Create a company entity in Prosperworks by providing company details, including name, ID, and a relevant description. You can then access that company record to maintain and retrieve related data - such as associated contacts - which can then be tracked, analyzed, and/or integrated with other data sources.