Solutions for Sales Teams | UpTape: Dealer Up system

SOLUTIONS

UpCRM for Sales Teams

How will UpCRM benefit your sales team and managers?

Blazing Fast Search
Focused Followup
Detailed Reports

Blazing Fast Search

Our search technology makes it very easy to find contacts by keyword, using our full-text search.

Narrow your search results by last contact date, status, or any other criteria to make drilling down results to exactly what you’re looking for.

Focused Followup

UpCRM shows your sales team who exactly to follow-up with for the day in a no non-sense way.

Activitly levels, or lack thereof, are inescapable. Managers know who spaced out for the day and can easily see the lack of calls and follow-up made for the day.

Detailed Reports

Don’t rely on self-reported data from your sales representatives, potentially allowing them to provide information that makes them look good, but isn't the reality of their activity.

UpCRM measures every activity across the entire CRM. Create custom reports or visualizations that will help drive sales.

Follow-up Process

Salespeople use a simple form to log their follow up for each and every prospect they work with. This form is customizable so that your dealership can collect the data that really matters to them on each interaction.

Built-in Phone / SMS integration

With UpCRM there’s no need to jumble tasks and communication from multiple devices. Send messages and make phone calls directly from the UpCRM app. Sales users can even send preset text messages.

Appointment Calendar

Management can get a birds eye view of all the appointments for the week. Know which sales people are setting appointments. Sales Reps have an easy way to see what times they've scheduled appointments.

Permission based Contacts

Set specific access control on each contact and/or set specific access of which users can see a specific cohort of contacts. UpCRM's granular access control ensures only the right people are seeing contacts that are entered into the system.

Advanced granular Access Control

Each contact or cohort of contacts can have explicitly fine-tuned access control. Specific users can be granted Manager, Editor, or Viewer access on contacts.

Know your outliers with our comparison reports

Managers will know exactly who is over achieving and who isn't making the cut. Filter the comparison reports by store or specific salespeople.

API access to extend the application

Need a feature that UpCRM doesn't provide? No problem, with UpCRM OAuth you can custom build whatever you need with access to your data through the API's that are exposed to your registered OAuth clients.

Custom Record Types

With UpCRM you can create specific record types to fit your dealership’s sales process. Adjust the Form layout as needed, embed forms within parent forms. UpCRM ships with best in class data modeling tools to ensure that you are capturing exactly the data that your dealership uses.