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What is UPilot?

To reach a revenue target of $1 million with a closing rate of 40%, the sales team needs to cultivate a pipeline of opportunities amounting to $2.5 million. UPilot streamlines this effort by automatically monitoring the closing ratios for both the overall team and individual salespeople. By effectively utilizing a CRM, teams can anticipate revenue flows, make informed investments, confidently grow their staff, and maintain steady progress. Nevertheless, without the ability to manage their sharing settings, managers might find it challenging to accurately gauge closing ratios and predictions, which can ultimately obstruct reliable growth. Thus, adopting a CRM that provides role-based access from top down is essential to prevent stagnation and unnecessary expenses as growth plans are put into action. Regrettably, numerous CRM solutions either lack this vital functionality or limit it to their highest-priced Enterprise levels. As a result, once a growth strategy is determined, organizations frequently confront the choice of either moving to entirely new and complicated systems or incurring higher costs for superior plans to unlock essential features. The significance of selecting the appropriate CRM cannot be overstated; it is fundamental to determining a company's long-term success. A well-chosen CRM not only enhances operational efficiency but also empowers teams to make data-driven decisions that could lead to sustained profitability.

What is Next Quarter?

Unveiling an innovative Salesforce-native platform that provides instant insight into revenue, this solution empowers you to close more deals, grow your client roster, and improve the accuracy of your projections. With Next Quarter, every potential avenue for growth is captured, ensuring that no revenue opportunity is missed. Leverage artificial intelligence to identify new prospects within your existing customer base. Our revenue intelligence engine utilizes both sales and conversation data to produce predictive insights, equipping you to exceed your goals and forecast with confidence. By merging sales and operational data, you create a consolidated source of truth for revenue intelligence, driving profitability through precise real-time forecasting. This cutting-edge strategy not only enhances operational efficiency but also sets your business up for long-term success in a highly competitive landscape. Additionally, the platform's ability to adapt to changing market conditions ensures that you remain agile and responsive to new challenges.

Media

Media

Integrations Supported

Asana
Basecamp
Drip
Gmail
Google Docs
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
LinkedIn
Mailchimp
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Xero
Zapier
Zoom

Integrations Supported

Asana
Basecamp
Drip
Gmail
Google Docs
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
LinkedIn
Mailchimp
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Xero
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

UPilot

Date Founded

2016

Company Location

United States

Company Website

upilot.com

Company Facts

Organization Name

Next Quarter

Date Founded

2014

Company Location

United States

Company Website

nextq.ai

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

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