Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Upscale is a Sales Engagement platform that increases B2B sales and revenue. Through multi-channel outreach, we increase sales efficiency and book more meetings. We also close more deals at scale and speed. Upscale provides data-driven insights from marketing and sales data to sales leaders, enabling them to make revenue operations more efficient, predictable and connected.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Gmail
Yes
Google Calendar
Yes
LinkedIn
Yes
ActiveCampaign
Yes
Basecamp
Yes
Brevo
Yes
Crunchbase
No
Drip
Yes
Google Docs
Yes
HubSpot Customer Platform
Yes
Integrations
Gmail
Yes
Google Calendar
Yes
LinkedIn
Yes
ActiveCampaign
No
Basecamp
No
Brevo
No
Crunchbase
Yes
Drip
No
Google Docs
No
HubSpot Customer Platform
No
Pricing Details
$29 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$50 per user per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
UPilot
Founded
2016
Country
United States
Website
upilot.com
Vendor Details
Company Name
Upscale
Founded
2020
Country
United States
Website
upscale.ai/
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
Product Features
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
No
Campaign Management
No
Dashboard
No
Data Management
No
Lead Capture
No
Lead Distribution
No
Lead Scoring
No
Performance Management
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
Yes
Email Sequences
Yes
Email Tracking / Automation
Yes
Lead Management
Yes
Reporting / Analytics
Yes
Sales / Voice Dialer
Yes
Sales Automation
Yes
Search
Yes
Task Management
Yes
Templates
Yes
Workflow Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No
Sales Intelligence
CRM Integration
No
Data Cleaning
No
Data Enrichment
No
Data Import/Export
No
Data Mining
No
Data Verification
No
Email Integration
No
Lead Scoring
No
List Building
No
Performance Management
No
Pipeline Management
No
Predictive Modeling/Analytics
No
Prospecting Tools
No
Reporting/Analytics
No
Sales Forecasting
No