Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • VoucherCart Reviews & Ratings
    52 Ratings
    Company Website
  • Hauler Hero Reviews & Ratings
    4 Ratings
    Company Website
  • Definitive Healthcare Reviews & Ratings
    42 Ratings
    Company Website
  • RetailEdge Reviews & Ratings
    194 Ratings
    Company Website
  • Nue Reviews & Ratings
    8 Ratings
    Company Website
  • DoorLoop Reviews & Ratings
    938 Ratings
    Company Website
  • Social Intents Reviews & Ratings
    20 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    375 Ratings
    Company Website
  • 6sense Reviews & Ratings
    1,597 Ratings
    Company Website
  • Rezku Point of Sale Reviews & Ratings
    51 Ratings
    Company Website

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 Pega Sales Automation?

Keep track of changes in your forecasts, analyze engagement metrics, and understand the overall health of your business. Recognize and address opportunities across multiple channels to improve closing ratios and facilitate seamless customer interactions. Streamline sales procedures by utilizing flexible opportunity management and thorough automation solutions. Eliminate any blind spots in the sales journey while promoting engagement. Pega provides valuable insights into potential opportunities, ideal next actions, guided selling strategies, and genuine AI, enabling sales professionals to capitalize on the best moments. This forward-thinking strategy not only boosts efficiency but also guarantees that sales teams have the essential resources needed for achieving their goals, ultimately driving better results for the organization. By adopting these practices, businesses can create a more dynamic and responsive sales environment.

Media

Media

Integrations Supported

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

Integrations Supported

ActiveCampaign
Asana
Brevo
Drip
Gmail
Google Calendar
Google Docs
Google Drive
HubSpot Customer Platform
Jira
Jira Work Management
LinkedIn
Mailchimp
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
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

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.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

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Popular Alternatives

Popular Alternatives

AMZ Navigator Reviews & Ratings

AMZ Navigator

eStoreMedia