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Description

You can predict future revenue from different industries, countries, or regions. Ocean.io uses your sales performance data and our vast market data to create a predictive model that predicts your future revenue potential from different countries, regions, and industries. In minutes, you can create micro-targeted accounts lists. Ocean.io creates hypertargeted lists with companies that are very similar in firmographics and also in terms what these companies do. Based on your sales performance data, refine your Ideal Customer Profile (ICP). Get a ready-to-use breakdown of your new business and align your team around an ICP that has been determined by data. Create a smart prediction model to identify market segments and customers with the highest and lowest rates of churn. You can increase your revenue by keeping more customers in the fold and looking for opportunities to upsell.

Description

To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Asana No 
Basecamp No 
Brevo No 
Cargo Yes 
Google Calendar No 
Google Docs No 
Google Drive No 
Jira No 
Jira Work Management No 
LinkedIn No 
Mailchimp No 
Microsoft 365 No 
Process Street No 
QuickBooks Online No 
Scalestack Yes 
Trello No 
Xero No 
Zapier No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Asana Yes 
Basecamp Yes 
Brevo Yes 
Cargo No 
Google Calendar Yes 
Google Docs Yes 
Google Drive Yes 
Jira Yes 
Jira Work Management Yes 
LinkedIn Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Process Street Yes 
QuickBooks Online Yes 
Scalestack No 
Trello Yes 
Xero Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ocean.io

Founded

2015

Country

Denmark

Website

ocean.io

Vendor Details

Company Name

UPilot

Founded

2016

Country

United States

Website

upilot.com

Product Features

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications No 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export Yes 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring Yes 
List Building Yes 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics Yes 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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