Case Study: Healthcare.com improves sales organization and follow-up with Copper

Healthcare.com uses ProsperWorks to Increase Sales at Home and on the Road

Healthcare.com, a health insurance and Medicare plan comparison platform, faced challenges with organization and inefficient manual data entry using spreadsheets to track sales leads. Their high-growth, fast-paced environment required a more robust solution, leading them to evaluate CRMs. They selected ProsperWorks CRM for its automation, integration capabilities, and reasonable pricing.

By implementing ProsperWorks, the team automated data entry through Google integrations, used tasks to improve lead follow-up, and leveraged the mobile app for access on the road. The solution cut data entry time in half and provided clear reporting for communicating business updates. ProsperWorks helped the Healthcare.com sales team become more organized, save significant time, and increase their sales effectiveness.

Healthcare

Marianne Delionado

VP of Sales