Upsales Sales and Marketing Platform

(20)
5.0 out of 5 stars

Upsales is a SaaS (Software-as-a-Service) designed to help B2B-companies drive sales and attract new customers.

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Upsales Sales and Marketing Platform Reviews

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Upsales review by <span>Marcus G.</span>
Marcus G.
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Verified Current User
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"A modern CRM that really contributes"

What do you like best?

This is the second time, as Sales Manager, I buy Upsales CRM for my organization after using and testing several CRMs.

Combines simplicity, design and function in an excellent way, which I Think few CRM is capable of in the same way.

Drives sales processes in a structured way with great overview and gives me as a Sales Manager a very adaptable follow-up tool based on our needs and measurement Points.

Always close to good and quick support.

Love the extra add-on with webinars an education.

What do you dislike?

Can't really Think of anything at the moment.

Not the cheapest CRM but on the other hand it's not just a nice design either. As with all CRM, the experience depends a lot on what you put into it and how it is used.

Recommendations to others considering the product

Go for the full version with Marketing Automation

What business problems are you solving with the product? What benefits have you realized?

Full control of our sales process and sales forecast.

We do not need to have several different systems for sales tracking and marketing activities and quickly get an overview of which prospects and customers are hot and cold.

Streamlines our sales and marketing efforts.

Helps us to work closer between sales and markets, which is a must today.

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Upsales review by <span>Babak V.</span>
Babak V.
Validated Reviewer
Verified Current User
Review Source

"Enkel och effektivt"

What do you like best?

Färdiga kundkort som gör att man slipper skapandet av kundkort, vilket är största anledningen till att CRM system inte används. Enkelt att navigera i systemet och skapa nya aktiviteter och affärsmöjligheter.

Väldigt snabb och bra support både via chatt funktion på hemsidan och samtal till supporten.

What do you dislike?

Rapportcentret skulle kunna vara bättre. Svårt att skapa visualiseringar eller sammanställa datat på ett smidigt sätt.

Recommendations to others considering the product

Fråga efter hjälp i början för att sätta upp systemet enligt era egna behov. Gå på deras utbildningar så att ni snabbt förstår hur man använder systemet på rätt sätt.

What business problems are you solving with the product? What benefits have you realized?

Bättre struktur i säljteamet som gör att vi kan jobba mycket effektivare som ett team och individuellt.

Vi kan dela på stora konton mellan olika säljare, eftersom allt historik syns på ett väldigt tydligt sätt.

What CRM All-in-One solution do you use?

Thanks for letting us know!
Upsales review by <span>My S.</span>
My S.
Validated Reviewer
Verified Current User
Review Source

"Tydlig design och fantastisk support"

What do you like best?

Upsales är lätt att använda och lära sig. Programmet är lättöverskådligt designmässigt och det är enkelt att hålla koll på alla affärsmöjligheter och all uppföljning.

Det jag gillar absolut bäst med Upsales är den fantastiska supporten. Både via chattfunktionen i själva programmet, men också över telefon och mail. Snabba svar och alltid härligt bemötande. Väldigt service minded.

What do you dislike?

Nyhetsbrevsfunktionen har viss förbättringspotential. Önskar mer designmöjligheter i form av fler fonter, bakgrunder, helt enkelt en möjlighet till att vara lite mer kreativ och "lekfull".

What business problems are you solving with the product? What benefits have you realized?

Rekommenderar varmt att gå på Upsales utbildningar för att snabbt och effektivt få en god inblick i hur du arbetar i programmet.

Upsales review by <span>Fredrik A.</span>
Fredrik A.
Validated Reviewer
Review Source

"A competent CRM-solution with a great User Experience"

What do you like best?

The best thing with Upsales is probably its ease of use for the ordinary user. This makes certain that all our users use the system correctly which gives us reliable data. They way Upsales can handle data since the introduction of Insights is, from a managerial perspective, truly delightful. At a quick glance I can get the scope of the entire operation.

What do you dislike?

Nothing major at all. Some added features like workflow with checks and balances in an opportunity would be a nice added extra and would take the system from Great to Amazing.

Recommendations to others considering the product

Be sure to use Upsales consultants, they are great and worth their time.

What business problems are you solving with the product? What benefits have you realized?

Upsales gives us complete view of our pipelines, customers, leads and prospects. It's also a platform from which we can handle our customers projects. It has also given us a complete system to handle marketing automation and minimized manual labour. I could try listing all the benefits but then I would be writing for the next couple of hours and you would be reading as long.

Upsales review by <span>Ken S.</span>
Ken S.
Validated Reviewer
Review Source

"All in One Plattform for CRM"

What do you like best?

As Head of Growth for Wise Group,, a large Swedish HR company, I was in charge of choosing, and implementing Upsales as a CRM for all pour companies in the group.

I like that the system is easy to use for the sales team as for the managers when it comdifferent kinds of reports.. With the new market features, everyone in the company could communicate very effectively with the customer. That all communication can be done from the same system means that we got a very good overview of how each customer was managed and aggregated.

I also felt the servixe and support was excellent!

What do you dislike?

Nothing particular. There are of course cheaper systems in the market but they of course lack many of the important features Upsales provides.

Recommendations to others considering the product

Choose the new version

What business problems are you solving with the product? What benefits have you realized?

It was very effective and easy to use. A great benefit was the "all in one" approach that Upales has.

Upsales review by <span>Soonmi W.</span>
Soonmi W.
Validated Reviewer
Review Source

"Upsales CRM – Effektivt och enkelt att komma igång med"

What do you like best?

Det jag verkligen gillar med Upsales CRM är hur enkelt det är för hela organisationen att få en bra överblick av vilka affärer som är på gång och hur långt i säljprocessen varje affär har kommit. Rapporteringen gör det lätt för både planering och prognoser, inte bara för sälj utan för även övriga delar av företaget.

En annan sak jag uppskattar är att Upsales är enkelt att använda och komma igång med, vilket gör att det är ett system som används dagligen och inte blir ett krångligt system som ingen använder.

What do you dislike?

Inget jag kan komma på. Både uppdateringar och anpassning har jag flutit på bra.

What business problems are you solving with the product? What benefits have you realized?

• Bra överblick av försäljning och leads

• Enkelt att göra uppföljningar och prognoser

• Ger bra kolla på historiken kring kunderna.

Kate from G2 Crowd

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