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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
ActiveCampaign
Asana
Basecamp
Brevo
Cargo
Drip
Google Calendar
Google Docs
Google Drive
Jira Work Management
Mailchimp
Microsoft 365
Pipedrive
Process Street
QuickBooks Online
Slack
Xero
Zoom

Integrations

HubSpot CRM
HubSpot Customer Platform
ActiveCampaign
Asana
Basecamp
Brevo
Cargo
Drip
Google Calendar
Google Docs
Google Drive
Jira Work Management
Mailchimp
Microsoft 365
Pipedrive
Process Street
QuickBooks Online
Slack
Xero
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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