UptoMarket CRM Brochure
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Transcript of UptoMarket CRM Brochure
CustomerrelationshipmanagementCrm - saas solution
uptomarketCore moDules
leaD lIST
incentives Benefits incentives Benefits
SaleS pIpelIne
• easy access to an overview of all active leads. • Filter all leads with any field of choice• Tag important leads that need special attention.• personalise the overview of all leads with selec-
tive and movable columns
• avoid time consuming processes to obtain an overview of partner’s active leads
• Keep lead information up-to-date• ensure that important leads are attended to
quickly help partners in the sales process.• Don’t waste time updating information on leads.• Keep track of your lead history
• easy access to network sales forecast with wide range of options to filter information and view required data
• Configure and organize information to generate accurate reports with funnel display
• Updated information from the lead to the pipe-line automatically
• Monitor perception of partner’s closing rates vs the manufacturer’s perception
• Reduce the time it takes for channel managers to gather information and produce reports
• Improve accuracy of sales forecast report• Compare your own perceptions of sales clos-
ing with those of your partners• Reduce the time needed to evaluate the per-
formance of a product or sales partner
www.uptomarket.com - [email protected]
uptomarketCore moDules
leaD InFORMaTIOn
incentives Benefits incentives Benefits
SaleS pROCeSS STaTS
• add resources to the lead and project to assist partners in the bidding process
• allow partners to ask for information about a project and cooperate with the head office to increase sales
• push and pull accurate updated information,while maintaining a two-way road of communication
• Keep communication threads all in one place allowing for compilation of do’s and don`ts
• avoid wasting time in seeking out which infor-mation has been sent or not
• avoid missing out on a lead because your assigned partner is on vacation and does not read his emails
• avoid learning about an important bid at the last minute
• Cease tracking leads and information updates one by one, partner by partner.
• Use accurate tools to compare the performance of dealers over time and on specific products or markets
• produce reports on every partner and reseller to better understand strengths and weaknesses
• Allow easy filtration of information to create a quick, pertinent overview
• Monitor percentage of awarded leads vs leads assigned or created
• assist your partners in managing their own sales team
• Reduce time needed to access accurate num-bers and performance rates
• Reduce risk of error and time frame to gather sales information and lead conversion rate.
• Reduce time to get an accurate overview of your channels
www.uptomarket.com - [email protected]
uptomarketCore moDules
CUSTOMIzeD DaShbOaRD
incentives Benefits incentives Benefits
SaleS RepORTS
• Generate personalized reports with different chart options
• Generate real time official accurate reports.• Keep track of past reports• Compare reports by period of choice
• Reduce formatting needed to create sales re-ports
• Reduce risks of error by creating reports with past due data
• Decrease time spent accumulating data to cre-ate reports
• avoid wasting time accessing old reports
• Get a quick overview of the points of interest within the system
• Customize partner’s dashboards• access easily to sections of interest• present an overview of the company in just a
few clicks
• Reduce time needed to obtain a quick over-view of partnerships and partners
• avoid having to promote company and prod-ucts partner by partner
• Validate easily if information has been received and viewed
• help your partners get an overview of their re-sellers
www.uptomarket.com - [email protected]
505 Rene-Levesque Bvd., West, Suite 1000 |Montreal, Quebec | Canada | H2Z 1Y7
T. +1 514-273-4849 | [email protected]
www.uptomarket.com