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]


leaD InFORMaTIOn


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



CUSTOMIzeD DaShbOaRD


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


505 Rene-Levesque Bvd., West, Suite 1000 |Montreal, Quebec | Canada | H2Z 1Y7

T. +1 514-273-4849 | [email protected]

www.uptomarket.com

Documents

UptoMarket CRM Brochure