Integrate Prosperworks with Recurly
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.
Recurly is a subscription management service that is designed to provide a variety of billing models to its users - per month, per usage, etc., - and then process recurring charges through those models. Recurly can use data gathered from subscriptions to generate analytics for a company. It also supports integrations with other sales management tools. These can provide users with a more seamless experience and deeper analytic data.
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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.
Recurly's End Points
Track data about the status of a customer’s subscription - recurring, new, canceled, etc., - and which plans they are subscribing to. This data can help demonstrate the success or failure of various subscription models and show the most popular time periods to subscribe.
Retrieve data about any purchase or payment processed through Recurly, including the amount of the transaction, customer contact information and the status of the transaction i.e.,whether it is declined, voided, or successful. This data can then be used to provide analytics about the actual revenue being generated by your company.
Gather all of the information related to an invoice that has been sent to a customer, including charges, refunds, credits and discounts. This field also includes the payment history for invoices, which can be used to track trends and help with predictive analysis.
Set up and detail the various plans that your subscriptions use. This field includes data about the plans - how much they costs, what the billing rates are, etc., - and also provides customer data about who is using what plans. This can assist in scoring leads and segmenting your customers by lifecycle stage.
Store all of your data about a customer’s account, including contact information and billing history. You can also use this to track a customer’s current and historical subscription data, which can provide you with insights into your general business performance and help you determine which subscription plans are most profitable.