Audience
Organizations in need of a powerful CRM solution
About UPilot
If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy.
Learn more
Verteego
Welcome to the era of predictive commerce. AI sales forecasting platform for reliable and automated decisions related to inventory, promotions, prices, and assortment. Benefit from the best of AI to provide you with the most accurate forecasts on the market. In an increasingly volatile world, accurate and reliable forecasting tools have become essential. Verteego's highly accurate predictive AI models will help you forecast permanent and promotional sales across all channels, anticipate out-of-stock situations in your stores or warehouses, improve cash flow availability and anticipate peak and off-peak traffic in your shops or online channels. Simulate a multitude of promotional, pricing, and assortment scenarios to increase your revenues, margins, and sales volumes. Choosing the perfect pricing, the most profitable promotional strategy, or the optimal assortment has become a real headache in a constantly changing market.
Learn more
AMZ Navigator
For both your and your competitors’ products, AMZ Navigator blends eStoreCheck digital shelf data with Amazon Brand Analytics to give you Sales, Share and Marketplace insights all in one place. You can go one step further and integrate our best-in-class content management platform, eStoreContent, to streamline gap-closing processes and automate content improvement. Increase your win ratio by knowing why you lost the Buy Box, when, and to whom. Identify which sellers make the most impact on product sales. See the answers to these questions instantly without further analysis. Stay ahead of the competition with algorithms that continually improve.
Learn more
AgencyBuzz
AgencyBuzz is an automated agency marketing system that includes email, print mail, voice, and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication. Improve your close ratio, client retention, and referrals with automated marketing. No longer worry about missing an opportunity to sell! With AgencyBuzz you can always stay in front of your ideal prospects through multiple marketing channels. Increase your close ratio by always being present for your prospects to help guide them from lead to client. Automate your cadences and campaigns to engage with your clients about timely upcoming renewals or payments. Provide additional information and educational content on a scheduled basis to demonstrate your value and grow trust with your clients. With the ability to create multiple communication touchpoints, help drive referrals and reviews with your best clients.
Learn more
Pricing
Starting Price:
$29 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
UPilot
Founded: 2016
United States
upilot.com
Videos and Screen Captures
You Might Also Like
Deploy Red Hat Ansible Automation Platform on Microsoft Azure for a strategic automation solution that allows you to orchestrate, govern and operationalize your Azure environment.
Product Details
Platforms Supported
SaaS
iPhone
iPad
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
UPilot Frequently Asked Questions
UPilot Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management
Call Logging
Lead Scoring
Quotes / Proposals