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Prosperity Wizard Software Full Image
software:
Prosperity Wizard


Plumbers’ Success International had an ambitious goal: they wanted an online software application that would generate a company’s entire annual budget based on answers to specific questions. Furthermore, they wanted to perform month-to-month budget-versus-actual comparisons, in depth “what-if” scenarios, and have a full suite of charts and graphs for visual representations of their members’ budgetary goals. The requested system would even generate numerous recommendations on how to get them back on track to meeting their numbers when a specific section of the budget fell outside of their predetermined guidelines.



CDKWeb created the system that has allowed client advisors to quickly show which members have completed data has opened up new avenues in their client relationships. Advisors can now quickly target trouble spots within their member’s budgets and thus, can make suggestions to be of assistance. The system has also become a vital tool in helping retain their annual memberships as members find the system to be too valuable to leave. By doing so, Plumbers’ Success International can count on renewed revenue as well as using the system as a selling tool to gain more members each and every month.

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