Articles in this section

• Solution-focused selling

  In sales you need to start with a prospect’s problem, then diagnose the right solution.  It’s lik...

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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 prospect's budget

  Verifying = win-win Here’s the thing: Everyone wins when you verify budgets quickly. You get to p...

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• Why identifying stakeholders is important

  Short answer: Make sure you spend your time talking to the person deciding whether or not to buy ...

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

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

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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 will probably not beat your highly trained gut instinct and years of sales know...

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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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• 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 centralized view of all your upcoming first appointments, opportunities, and...

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• Sales board stages

  The sales board is split into stages and these help you get an overview of where in your sales pr...

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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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