OneUp Sales Features

Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.

Functionality to filter or segment data from within sales intelligence software

Provides ability to create the reports that meet your business requirements

Receive data and information in real time

Data results that indicate future customer interest in products

Automate processes to manage leads, contacts, opportunities and sales activities

Create and send email blasts/campaigns

Active reporting of data and metrics

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports and dashboards.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables integration to external systems

Defines specific deal parameters to negotiate and secure deals

Pipeline view and tracking lead status

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Define, track, and/or automate sales activities and sales processes

Displays standard reports at the end of each competition showing overall employee performance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Provides features to allow scaling for large organizations.

Ability to input, modify and extract data from the application in bulk through a structured file.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Offers templates or examples of commonly used competition structures.

Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.

Set up competitions between groups of employees as opposed to competitions between individuals.

Able to have multiple leaderboards and metrics running simultaneously for different groups of users.

Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.

Provides each employee with a user profile for personal statistics and progress.

Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.

Mobile app or mobile optimized website allows participants to easily view scores on the go.

Integration with CRM software to access necessary metrics for the competition.

Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.

Streams leaderboards and other competition-related news on company's TV.

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Provides live customer data so that sales organizations forecasts stay current.

Create budgets based on historical data and future projections

Evaluating strengths and weaknesses of companies with the same target audience

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Apply statistical/mathematical models to sets of data

Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Predict future data based on historical data sets

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track all opportunities for potential sales and convert them into recurring revenue

Create, design and manage workflows for repetitive tasks

Automatically recognizes achievements that should be added to the leaderboard.

Highlights top-performing employees to publicly reward their achievements.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Establish measurable goals and objectives and track their progress over a specific period of time

Reports specific to sales analysis for trends and strategies

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Set up connections to third-party platforms to improve business processes

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integration with third-party CRM systems

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automatically identify and save contact information of potential customers

Active reporting of data and metrics

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides a channel for team members to share media files, communicate, and work together

Creation and customization of dashboards

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Use AI to generate content in the form of text, images, videos, etc.

Reports specific to sales analysis for trends and strategies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Alter the layout and content of reports

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define and maintain business rules that determine workflow capabilities and criteria

Manage and handle various international currencies

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Use AI to generate content in the form of text, images, videos, etc.

Games or game-like elements to track progress and reward accomplishments

Receive system updates as soon as any changes are made

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Track employee schedules, availability, and performance across projects and tasks

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Compare key metrics for the business against prominent players in the industry

Tracking, calculating, and paying commissions and earnings to employees

Caters to sales teams

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define sales targets and create strategies to meet goals or marketing results

Allow users to access multiple services after entering their login credentials once

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Plan target quotas that sales representatives are expected to meet within a specific period.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A type of incentive earned through making purchases in select categories.

Diagram that shows the structure of an organization and the relationships between parts

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Define levels of authorization for access to specific files or systems

Add customized logos and colors to align with company branding

Monitor task progress and planned accomplishments to better manage project status

Organize customer data and accounts by user or geography

Evaluation process that provides feedback on an employee's job performance

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

View and track pertinent metrics to find patterns and gain insights from data

Ratings/Reviews

Application programming interface that allows for integration with other systems/databases

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Assign issues and tasks based on availability or required skills

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Search and filter data across systems to locate required information by entering keywords or certain criteria

Digitally sign online documents

Provides a channel for team members to share media files, communicate, and work together

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Manage, store and organize emails within the system or via third-party apps

Leave comments and notes on documents for others to view

Import and export data to and from software applications

Tools designed to streamline the process of lead generation and management for sales teams

Track interaction history by documenting conversations for contacts

Present a catalog of inventory that customers can view

Ability to chat online in real time

Pipeline view and tracking lead status

Schedule appointments via a calendar

Pre-made examples and templates for emails

Predefined actions automatically performed on the occurance of specific events

Transfer queries and organize messages between agents

Continuous profile-based stream of news and activity

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor sales and make necessary adjustment in order to increase demand and revenue

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Public or private sharing of digital files such as documents, audio/video, images, and more

Access software remotely via mobile devices

Timed notification for any upcoming task, deadline, appointment, or activity

Access the system via a mobile application

Collects essential call data such as call origin, call destination, call length, and other transaction details

Streamlining repetitive tasks and activities through automated and predefined workflows

Synchronize with other calendars to view mutual availability and schedules

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Score a lead on their quality or likelihood to buy based on certain behaviors

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Record customer information, purchase history, and other notes

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Import and export data to and from software applications

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Tools designed to streamline the process of lead generation and management for sales teams

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Collect information from multiple sources

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Creation and customization of dashboards

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of attracting and converting business prospects into leads

Track interaction history by documenting conversations for contacts

Predict future data based on historical data sets

Pre-designed layouts that can be customized to match preferences and requirements

Provides a channel for team members to share media files, communicate, and work together

Caters to sales teams