ProspectorWorks

Our Team

Edward Willis, President & Founder

 

Dian Martinez, COO

Patricia Anderson, VP Product

Jenna Carbing, VP Territory Development

Technology 

Coming January 2018: Manage your pipeline and speed up your sales team with our free CRM (Clients Only)

• Prospector interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.

• Manage your pipeline with total visibility. Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard

• Log sales activity automatically. Our CRM tracks customer interactions automatically whether they are in an email, across social media, or on a call.

• See everything about a lead in one place. View our notes as well as your own. Unlimited access.

• Know the instant a prospect opens an email or downloads an attachment so you can follow up when you are top-of-mind.

• Call with a click from your mobile device or desktop and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline.

• Get insights your sales team will actually use by automatically populating contact records with details from our database.

• Import company data and contact records, or export to .csv

• BrightScope 401k plan ratings, including fees, company generosity, and the BrightScope Rating.

• Additional BrightScope mutual fund analysis, including access to over 30,000 share classes, 10,000 funds, and over 800 fund families.