Articles in this section

• Sales Process Basic

  Give your sales team a set of steps to follow on the path from lead to sale. Include the necessar...

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• Targets: Pipeline

  This is the overall total of all opportunities (with a probability of 1–99%) you’ve created. Your...

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• Won/lost buttons

  Every sale you win deserves a celebration. As for every sale you lose, if you can understand why ...

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• Solution-focused selling

  In sales you need to start with a lead’s problem, then diagnose the right solution.  It’s like vi...

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• 3 steps to the right timing

  You know sales don’t usually happen after the first contact. Not the second, or third. You also k...

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• Verifying your lead's budget

  Verifying = win-win Here’s the thing: Everyone wins when you verify budgets quickly. You can prio...

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• Defining stakeholders & job titles in your Sales process

  Within your Sales process you can identify decision-makers. The people with the power to approve ...

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• You hold on to the opportunities you lose 3X longer than the ones you win

  Upsales is used by 10,000+ sales professionals every day, and by reviewing the statistics for los...

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• Why it's important to always have a next step planned

  All companies are leads, but not all are sales opportunities. An opportunity is done with a compa...

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• Upsales Sales AI

  An AI sales coach isn't a replacement for your highly trained instinct and years of sales knowled...

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• Add multiple companies to an opportunity or order

  In some sales processes, there are more companies involved than just you and the buyer. A common ...

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• Uploading Documents and Files

  Upsales allows you to upload and store files relating to sales, opportunities, and marketing. Fil...

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• Working with sales stages for importing sales data

  In rare cases, there are invoicing systems for which Upsales has no API. The following instructio...

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• Working with stakeholders

  In Upsales you can create specific sales processes to match your workflow and business. Within th...

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• Revenue Recognition

  When the total revenue of an order is divided over time you can accrue the order sum per month. A...

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• Upsales sales board

  The Sales Board is a centralised view of all your upcoming first appointments, opportunities, and...

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• Sales board stages

  The Sales board stages show the progress of your opportunities.  Each stage reflects the probabil...

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• Show sales board in local currency

  Toggle between different markets in the sales board To set your currency on different sales board...

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• Opportunities overview

  The Opportunities list helps you track potential sales. Opportunities also show up on the Sales b...

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• Create and edit opportunities

  The Opportunities list helps you manage your Upsales potential orders. Create a new opportunity t...

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• One-to-one emails in Upsales

  There are two different ways of approaching sending emails in Upsales. The one-to-one email which...

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