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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 OpPlan?

Improve the accuracy of your forecasts, increase win rates, and reduce turnover in your sales force. The ideal solution for your sales team combines CRM, benchmarking, analytics, competitive SWOT analysis, sales tactics, action plans, and much more! You can efficiently evaluate your opportunities and contacts using a simple scoring system. This enables you to quickly assess the status of your opportunities, the buying committee, the performance of your sales staff, and your win/loss statistics. Furthermore, you can conveniently monitor the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By responding to a series of focused questions related to the current opportunity, you'll reveal a suitable strategy along with valuable coaching insights. Additionally, you can create a detailed list of actions to take with your prospects and ensure their commitment to the steps required to close the deal. This effective methodology not only helps to move stalled deals forward but also gauges the level of interest from your prospects, ultimately driving more successful results. With these powerful tools at your fingertips, your sales team can foster a more efficient and effective process for securing deals, paving the way for sustained success in your sales endeavors.

Media

Media

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Gmail
Google Calendar
Google Docs
HubSpot Customer Platform
Jira
Jira Work Management
LinkedIn
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier
Zoom

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Gmail
Google Calendar
Google Docs
HubSpot Customer Platform
Jira
Jira Work Management
LinkedIn
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
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

Winning Sales Plan

Date Founded

2009

Company Location

United States

Company Website

www.winningsalesplan.com

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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