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...
Read more -
Won/lost buttons
Every sale you win deserves a celebration. And if you can understand why you lose a sale, at leas...
Read more -
Competitors overview
How to track and record your competition when working on deals. When recording a lost opportunity...
Read more -
Solution-focused selling
In sales you need to start with a lead’s problem, then diagnose the right solution. It’s like vi...
Read more -
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...
Read more -
Verifying your lead's budget
Verifying = win-win Here’s the thing: Everyone wins when you verify budgets quickly. You can prio...
Read more -
Defining stakeholders & job titles in your Sales process
Within your Sales process you can identify decision-makers. The people with the power to approve ...
Read more -
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...
Read more -
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...
Read more -
Upsales Sales AI
An AI sales coach isn't a replacement for your highly trained instinct and years of sales knowled...
Read more -
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 ...
Read more -
Uploading documents and files
Upsales enables you to upload and store files relating to sales, opportunities, and marketing. Mu...
Read more -
Working with sales stages for importing sales data
In rare cases, there are invoicing systems for which Upsales has no API. The following instructio...
Read more -
Working with stakeholders
In Upsales you can create specific sales processes to match your workflow and business. Within th...
Read more -
Revenue Recognition
When the total revenue of an order is divided over time you can accrue the order sum per month. A...
Read more -
Upsales Sales board
The Sales Board is a centralised view of all your upcoming first appointments, opportunities, and...
Read more -
Sales board stages
The Sales board stages show the progress of your opportunities. Each stage reflects the probabil...
Read more -
Show sales board in local currency
This option is useful when you're operating in international markets. You can make your Sales bo...
Read more -
Opportunities overview
The Opportunities list helps you track potential sales. Opportunities also show up on the Sales b...
Read more -
Create and edit opportunities
The Opportunities list helps you manage your Upsales potential orders. Create a new opportunity t...
Read more -
How to send one-to-one emails in Upsales
There are two different ways of approaching sending emails in Upsales. The one-to-one email works...
Read more