Examples: How the Search Prosperworks Agent Template Transforms CRM Data Research & Insights

Enterprise operations teams in procurement, legal, and IT often face the challenge of extracting timely, actionable insights from CRM platforms like Prosperworks (now Copper). The Search Prosperworks Agent template from Tonkean is designed to automate and orchestrate research across all Prosperworks entities—including Opportunities, Projects, Tasks, Companies, and Leads—delivering a unified, real-time view for decision-makers and stakeholders.

Example 1: Accelerating Opportunity Analysis for Sales Operations

Sales operations teams frequently need to analyze open opportunities, track their status, and identify bottlenecks. Traditionally, this requires manual searches and cross-referencing data across multiple Prosperworks modules. With Tonkean's automation platform, the Search Prosperworks Agent can:

• Automatically pull the latest opportunity data from Prosperworks on a scheduled basis or on-demand.
• Aggregate and present insights—such as deal stage, expected close date, and associated tasks—directly in a custom dashboard or via email/Slack notifications.
• Trigger alerts for stalled deals or missing information, ensuring no opportunity is overlooked.

This not only saves time but also empowers sales leaders to make data-driven decisions faster, improving win rates and pipeline visibility. Learn more about intelligent request classification for sales and operations.

Example 2: Streamlining Project & Task Research for Legal and Procurement Teams

Legal and procurement teams often need to research ongoing projects, track associated tasks, and ensure compliance milestones are met. The Search Prosperworks Agent can:

• Search across all projects and tasks in Prosperworks, filtering by status, owner, or due date.
• Integrate with tools like Asana or Smartsheet to synchronize project updates and task completions.
• Provide consolidated insights to legal or procurement teams via a custom portal or automated reports.

This orchestration ensures that all stakeholders have access to up-to-date project information without the need for manual data gathering, reducing risk and improving process compliance. Discover more about ProcurementWorks and LegalWorks solutions from Tonkean.

Example 3: Unified Lead & Company Insights for IT and Business Operations

IT and business operations teams need to ensure that CRM data is accurate, accessible, and actionable. The Search Prosperworks Agent can:

• Search and extract lead and company data from Prosperworks, identifying duplicates or incomplete records.
• Integrate with identity providers like Okta or synchronize with other business applications via Tonkean’s data source integrations.
• Trigger automated workflows to update records, assign follow-up tasks, or escalate issues to the appropriate teams.

This not only improves data quality but also enables IT to maintain governance and control over CRM processes. Explore Tonkean’s enterprise governance and control capabilities.

Bringing It All Together: The Power of Tonkean Orchestration

The Search Prosperworks Agent template leverages Tonkean’s no-code process builder and composable architecture to connect Prosperworks with the rest of your enterprise tech stack. Whether you’re automating research, surfacing insights, or orchestrating cross-functional workflows, Tonkean empowers operations professionals to:

• Eliminate manual research and data entry.
• Break down information silos across teams and tools.
• Deliver real-time, actionable insights to the right people, at the right time.
• Ensure compliance, governance, and data integrity across all CRM processes.

Ready to see how Tonkean can transform your Prosperworks data research and insights? Get started today, or explore more customer success stories to learn how leading enterprises are orchestrating their operations with Tonkean.