Average Ratings 1 Rating
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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
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
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
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