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Hey there, it’s me again, the guy that gives insight on the cool stuff. Guess what? I have some cool stuff I want to talk about, and I know you will like it.
As a CRM geek, I’d like to assume everyone concerned with customer relationship management knows about all the best tools that are there. But let’s not kid ourselves. Business owners and team managers have so much on their plates to be thinking about CRM tools. So, I’ll give you guys a pass on that.
Today, I’ll be talking about a unique CRM tool that has the potential to transform the customer relationship management process of your business. It is called Upsales Sales and Marketing Platform.
Heard about it already? Doubtful. Well, don’t think too much. In this article, you’ll find everything you need to know about it.
But first, what’s a CRM? (Yeah, some people actually don’t know that.)
The core of CRM: What is it?
CRM in full means Customer relationship management is a process by which a company or other organization manages its interactions with customers, usually by analyzing large amounts of data using data analysis.
The system collects information from a variety of channels, such as a company’s website, phone, email, live chat, marketing materials, and social media.
The Benefits of CRM
CRM software consolidates all customer information in one location, allowing businesses to increase revenue and profits. It makes it easier for businesses to do things like:
Improve efficiency:
Having all of your company’s data in one place allows for more efficient workflow, team collaboration, and project management.
Have more transparency:
Everyone in your organization will have a better understanding of your business processes, which will lead to more clarity and better teamwork.
Retain customers:
By relying on a single source of truth, everyone can work more confidently, resulting in better long-term customer relationships.
Sales growth:
Increasing sales and productivity requires streamlining the sales process, building a pipeline, automating tasks, and analyzing sales data.
So, John, do you understand CRM now? Now let’s get into one of the best tools for implementing effective CRM in your organization.
What’s Upsales?
Upsales is a platform that allows companies to carry out CRM, Marketing, and Business intelligence functions on the platform. It also comes with an easy-to-use interface that makes it easy for new users to understand and use. This makes it easy for you to focus on your marketing strategy.
What’s Upsales CRM Tool?
We can view Upsales as that CRM that combines Salesforce and MailChimp’s best features. Custom modules, lead scoring, auto-responses, and other features can be found on it.
In order to improve on software like Salesforce, the Upsales CRM focuses on customer service and marketing automation.
If you intend to help customers solve problems or keep them engaged with quality content, the Upsales CRM will help.
Upsales CRM aids in the planning and discovery of hidden leads and the implementation of effective sales processes based on data. It also helps in the identification of opportunities for existing customers. Finally, it gives an idea of what drives sales, while also helping you draw accurate conclusions.
Upsales Sales and Marketing
If you run a business with many departments like marketing and sales, then Upsales is the right platform for you.
The platform makes it easy for you to focus on other parts of your business as it comes with a cool design, nice interface, and strong integration.
It also gives a large range of tools that can help a business owner make the right decisions and gain more profit.
Upsales’ unique sales and marketing automation approach allow marketers to easily create targeted campaigns. At the same time, it also gives the sales teams all the data they need to close deals faster.
What perks do Upsales Sales and Marketing bring to the Table?
The following are the things you could enjoy if you decide to use the Upsales sales and marketing platform:
· It helps in managing your sales process.
· It helps in analyzing your results.
· It helps optimize your content on social media platforms.
· It creates a customs report.
· You can integrate data from multiple systems.
· You can use the platform to track your performance.
· It can help you bring the best out of your sales team.
What is the benefit of using Upsales?
It is no news that the Upsales platform can help you bring more users to your business. It gives you a well-detailed report which can be used to plan a marketing campaign. It also provides a variety of pricing options so that customers can choose the one that best suits their needs. Finally, it offers its customers ongoing support and assistance.
The following are the benefits you can get when you use the Upsales sales and marketing platform;
It is easier to find new users
When customers visit your website or social media channels, they will learn about Upsales. They will also see how they’re contributing to your company’s success and what kind of difference you’re making in other people’s lives.
They simply have to click to become a paying customer after that. Without a doubt, this is a great strategy.
You can boost productivity by increasing sales opportunities
The Upsales sales and marketing platform help you achieve your goals faster than ever before by combining B2B sales efforts with B2C products.
With this system, you won’t have any trouble attracting buyers from any other market.
You’ll have real-time access to all of your data, which allows you to see which types of leads are performing well and which aren’t.
You gain a thorough understanding of each prospect’s requirements
The platform helps you collect data from potential buyers to know if they are interested or not in your services. This data may include contact address, service preference, and even the location of the buyer when they are online. Once you’ve been able to gather this data, you’ll be able to know exactly what your users want.
It is cost-friendly
The Upsales sales and marketing platform is cheap. You don’t have to spend much to use the platform compared to the others. You save more and get better results from the platform.
Cutting-Edge Technology
The platform comes with the best set of tools that businesses can use to carry out their analysis.
How Upsales Helps Small Businesses
The platform, as you know, is a free marketing app that gives small businesses the ability to create and manage high-converting landing pages.
Also, as a small business, Upsales provides you with an email templates tool. You can use this tool to message your customers.
Another cool thing about the platform is the customer chat tool. You can use this tool to create custom messages and send them to your target audiences.
Again, you can use the B2B and Btoc campaigns at the same time, cool right? I mean, you could run paid ads to attract new customers and also turn existing customers into paying clients. I bet you can get this on any other software.
In conclusion, if you run a business and you want to get fast results, I advise you to go for the Upsales and marketing platform.
Why you will love Upsales
There are a lot of things you will love and enjoy when you use the Upsales platform. We already know the platform comes with CRM software and also a marketing automation platform.
Do you want to know another interesting thing about Upsales? Upsales gives you more leads, sales reps, and conversions on your website. Do you know why? Because the platform has one of the best conversion-tracking software.
The platform also comes with a flexible cloud-based solution that integrates with top e-commerce stores like Shopify, Magento, etc.
Using Upsales, customers have seen an average revenue increase of $1 million per year, and this includes a wide range of activities from tech companies to law firms, fashion brands, restaurants, real estate agents, etc.
How Upsales makes Marketing Easy
Upsales make marketing easy as it lets existing and new users make their own campaigns within minutes. It also gives their email a professional look.
Also, you can create your campaigns on a budget, time, and goals. The platform allows marketers to get more sales at a lower cost.
All you have to do is to sign up and subscribe to the monthly plan. After this, you will be able to upload your list then the platform will send automated emails for you.
When people click the link, they are taken to your page, which is the first thing they see when they come to your website. Potential buyers can learn more about what you do by clicking on the big “Get Started Now” button on the page.
Furthermore, there is a “Buy Now” option. When someone clicks on it, they’ll be taken to your checkout page. If they make a purchase right away, they’ll be taken back to your main landing page. If they don’t, a new popup box will appear, asking if they want to subscribe or exit without taking action.
Upsales Sales and marketing platform can convert more leads and conversions at a lower cost than any other autoresponder platform on the market.
Upsales Pricing
Similar platforms to Upsales charge a monthly fee to use their services. In contrast, Upsales charges you based on your total number of subscribers.
· What it means is that you pay for what you use on the platform. For instance, your first 100 subscribers will cost you $19 each month, after which you will start paying $19/100 subscribers.
· You will only be charged for what you use, no matter the number of subscribers you have.
· Other services charge $29 per month for 200 subscribers, $39 per month for 300 subscribers, and so on.
How Marketing Automation Works
Marketing Automation is best for those businesses looking to improve the efficiency, effectiveness, and scalability of their ad campaigns.
It allows you to analyze real-time marketing data and optimize campaigns to generate more leads with the same resources.
The use of software and platforms to automate routine tasks is known as marketing automation. A salesperson can use this process to simplify, optimize, and measure tasks and workflows.
The following are the benefit of Marketing Automation Work:
· It can make a big difference in how your customers feel about your business.
· It can also reveal what you’re doing well and what you’re doing poorly.
Marketing automation is the most effective way for businesses to boost leads and sales methodology. The marketing automation process is divided into three stages:
· Marketing lead generation is the process of identifying potential customers using Upsales.
· Lead management: This refers to the location where information about a lead is kept.
· Lead Scoring: This phase has to do with determining which leads are good fits for the business analysis.
Perks that come with Upsales in Marketing Teams
The following are things you will benefit from the Upsales marketing team:
1. You get close to a million contacts.
2. You get a lead management system for your email, campaigns, scheduled meetings, etc.
3. A customer data manager that helps you store your contacts, notes, activities, etc.
4. Email Builder that helps you create beautiful, personalized email messages at a scale.
5. Mobile App that allows you to engage and communicate with your audience.
6. Branding Services that will help you build an easy-to-recognize brand across all channels.
7. Social Media Integration that creates automated posts, schedules tweets, and sends emails automatically.
8. Templates for Websites that get you started quickly and easily by choosing one of the ready-made templates.
9. Landing Pages, you can use these pages to promote your products and services to people.
10. Analytics Dashboard that shows where most of your traffic is coming from.
11. It has CRM support that gives a seamless experience.
Upsales Analytics
For you to get the right sales metrics, retailers and brands need to see beyond purchase conversion. They have to know who they’re selling to, what they’re looking for, why they’re buying, and their buying needs and preferences.
Retailers and brands can benefit from Upsales sales and marketing platform Analytics’ insights by getting a better understanding of customer journey.
Based on the activities of customers, the tool can generate a comprehensive list of all customers. It will then give you real-time access to each individual’s data, allowing you to better understand them and, as a result, sell to them more effectively.
The New Upsales update
The new updated version comes with a new feature that allows users to carry out tasks on their desktops, tablet, and mobile phones.
The new feature allows you to make wireframes from your mobile device while you are logged into your account.
You can now share your works on slack and team cheat without leaving your business platforms.
Version 9 allows for users to use full-display on their PC, for users o work while content is shown fully.
Marketing Automation and Social Media Integration
Here, we will be talking about marketing Automation and Media Integration.
Today, social media has made it easy for business owners to be able to sell their products and services on their platforms.
It is so easy that you can have direct communication with your audience without making content to make sales.
Now sellers don’t need to do much in their marketing strategy campaign as they can now do this from anywhere.
Moreso, the drawback of this efficiency is that there are inconsistencies between data collection and the consumer’s attention span, implying that, on social media platforms, there is a trend toward low-quality content that may not be authentic enough for them to engage with.
How to create a Custom Report for your Business
In this section, I will be talking about how you could create your own business report. Here are the ways you could use to make your report:
· Firstly, you will have to store this data in Microsoft Excel.
· Next, you will select the columns with the month and year information.
· Then right-click on the column header and choose “Sort Top Down” from the drop-down menu.
· Select all the data and sort it by the column you’ve chosen. You will then see a list of months at the top with comparison statistics.
Features of Business Intelligence for Business Insights
The business intelligence features give you a broader look into your business, and it also helps you make better decisions in your business.
Also, Businesses will find it easier to set up a streamlined business intelligence system and analyze data in order to improve their performance.
Its tool is rapidly becoming essential for all types of sales organizations, especially for small businesses that cannot afford expensive software on a monthly fee.
· IntelliScope: This feature allows you to keep track of your website in multiple browsers at the same time.
It allows you to compare how websites appear in different web browsers and track changes across versions.
· A/B Testing allows you to compare the performance of two different versions of the same page using statistical methods.
Web Analytics: it measures the number of traffic you get on your website and also the conversion rate. From this, you will be able to know where your engagement and traffic are coming from.
Why should you use Upsales to grow your business?
The Upsales team consists of seasoned entrepreneurs, technologists, and product managers with software development, marketing, and sales backgrounds. Since 2013, they’ve been working on developing the technology that powers sales-driven partnerships.
Upsales is a group of products aimed at assisting businesses in progressing in their sales channels.
Upsales offers products to help sellers become more successful at taking care of their customers and converting more leads into paying customers as a technology company that focuses on inspiration, discovery, and conversion.
Furthermore, when you build your business with Upsales, you get a 24/7 support system that includes an integrated customer-facing team, dedicated account sales managers, and a 250+ person sales team with direct access to the executive team.
Now, in this section of this article, I will be comparing some other CRM platforms to Upsales sales and marketing. This will give you a better understanding of why the Upsales sales and marketing platform has the edge over other CRM software.
Upsales sale and marketing platform Vs. HubSpot CRM
HubSpot is a software company based in the United States that specializes in inbound marketing, sales, and customer service. It was founded in 2006.
Its tools and services are aimed at customer relationship management, social media marketing, content management, lead generation, web analytics, search engine optimization, live chat, and customer support.
The monthly cost of HubSpot CRM starts at $50.00 per user. A free version is available. A free trial of HubSpot CRM is available. Upsales charges $49.00 monthly; the pricing system is per user. It also comes with a free trial for new users.
B2B companies can use Upsales as it focuses on smaller businesses that have challenges with long and complex marketing and sales processes. While HubSpot is built for growing teams.
It is easier to use the Upsales sales and marketing platform than the HubSpot platform.
Upsales CRM has a 0.18 percent market share in the Sales Force Automation category, while HubSpot Sales Hub has a 0.01 percent market share.
Upsales Sales and Marketing Platform Vs. Salesforce
Salesforce is another CRM software that provides sales, customer service, marketing automation, analytics, and application development. It was founded in 1999 by former Oracle executive Marc Benioff.
Upsales monthly pricing goes for $49 monthly per user and also a 14-day free trial for 30 users. Salesforce, on the other hand, has four different plans, which include;
· Sale Essentials Editions which are billed at $25 monthly
· Professional Edition, which goes for $75 per user and monthly
· Enterprise Edition which goes for $150 per user and monthly
· The Unlimited Edition goes for $300 per user and monthly.
Upsales is a lot cheaper at $49 per user and monthly.
Upsales Sales and Marketing Platform is categorized as Marketing Automation, while Salesforce is seen as a sales analytic platform.
Upsales is a simple sales and marketing platform to set up, use, and manage. You get better customer support compared to that of Salesforce.
Upsales Sales and Marketing Platform Vs. ActiveCampaign
ActiveCampagin is cloud software for mid-size businesses. It uses email marketing, marketing automation, sales automation, and CRM on its platform.
The ActiveCampaign pricing starts from Lite: $9 per month, paid annually, Plus: $49 per month if paid annually. Professional: $149 per month, billed annually. Enterprise: $258 per month, billed annually, and also has a free trial for users.
Upsales is a lot cheaper as you pay $49 monthly and also a 14-day trial for new users.
Upsales Sales and Marketing Platform vs. Pipedrive
Pipedrive is a software-as-a-service company that operates in the cloud. It is a sales customer relationship management tool with a web application and mobile app. Its CRM is used by over 95,000 customers worldwide.
Pipedrive is available in three different packages: Silver, Gold, and Platinum. In contrast, Upsales comes in a single plan and a free trial.
Per online reviews, Upsales Sales and marketing platform has a 4.7-star rating while Pipedrive has a 4.5 rating which makes Upsales highly recommended to use.
Upsales has better functionality compared to Pipedrive.
Upsales Sales and Marketing Platform vs. GlueUp
Glue Up is a cloud-based, all-in-one solution that combines a world-class CRM with the best membership and event management, email marketing, and financial tools.
There are two mobile apps included with the platform: one for managing your organization and one for your community.
GlueUp comes with a $125 monthly plan and does not have a free trial compared to Upsales.
Upsales has an internal chat integration while GlueUp doesn’t.
FAQs: Frequently Asked Question about Upsales
Question #1:
What happens if you have two account managers and use the account manager tag as the sender for mass emails?
Answer:
The account manager with the lowest ID is chosen.
Question #2:
When should I integrate company and contact status?
Answer:
If you do Account-based sales and your clients are a whole company, you should integrate the journey status between your contacts. This is to ensure that everybody is on the same page with the company.
You should not sync the journey status between your contacts and companies if your clients are individual units, teams, or people within companies. Regardless of the company’s status, each contact should have its own status.
Question #3:
How does MQL Rule Work?
Answer:
The criteria for marketing qualified lead (MQL) status are defined in the same way that segment criteria are defined. The criteria are used in this case to change the status of a lead to MQL. To determine which leads should be set to MQL, use all of the company and contact criteria found in segments.
Question #4:
How do we track down customers who were previously assigned to an account manager who has since retired?
Answer:
Customers without an account manager can only be seen by your admin. Customers can be assigned to a new account manager by the administrator.
Question #5:
What’s the best way to get rid of users from our filters?
Answer:
You can deactivate users, so they don’t have access to your account and aren’t included in your plan. Searches, exports, and reports will still show their historical data. You can also choose whether or not to show deactivated users in drop-downs and filters.
The following are the steps to remove a user from your Upsales:
· Click on Settings
· Then Account and User & Roles
· Click on the user you want to deactivate if you don’t see the user. Click on the Include Inactive Button.
· In the User status section, scroll down and click Inactive. Toggle whether the user should appear in any Upsales drop-downs or filters by clicking the toggle.
· Then click on Save.
Question #6:
I’m unable to locate the filter that my colleague uses?
Answer:
The filter might be limited to a single role, and you and your colleague aren’t in the same role. Contact your administrator and request to be moved to a different role so you can see the filter.
Question #7:
Only activities related to specific customers are visible to my colleagues from another region. How are they able to see everything?
Answer:
Your role determines which items you can see and which you cannot.
If your role permissions prevent you from seeing certain information, you can contact your administrator to request that your permissions be changed.
The first column of the Set role access window allows you to set access to be the same as the role it reports to.
Question #8:
When I try to move a sale/opportunity from one user to another, I get an error.
Answer:
If your role permissions prevent you from saving another user’s order, contact your administrator to request that your permissions be changed.
Question #9:
Yesterday, I attended a meeting with a colleague. Why am I unable to edit information about it at this time?
Answer:
Since you didn’t create the appointment, your permission settings prevent you from editing your colleagues’ meetings.
If your role permissions prevent you from seeing or editing information, contact your administrator to request that your permissions be changed.
Question #10:
How do I set up a user to be able to view data but not change or add anything?
Answer:
Set the permissions for a new role to “None” under the Change and Delete columns on the Set role access page when creating it. You can control which items users with this role can see by looking at the Access column.
In conclusion, Upsales is a sales and marketing platform that connects merchants with people who are interested in their products.
Thousands of retailers have signed up to use the platform, which generates millions of dollars in revenue every month.
The app has provided you with the best tools to help you build your business. You can also use it to find potential buyers and also know where your traffic comes from.