UE

Verified User in Electrical/Electronic Manufacturing

Small-Business (50 or fewer emp.)

8/22/2023

"A tangible and diverse tool"

4/5

What do you like best about Upsales Sales and Marketing Platform?

It's easy to get an overview and I find that I can build relevent reports. Also I like how easy it is to log all actions on a client card, both activitites and by writing a quick note. I have it linked to outlook and thar really makes things more efficent. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

I know it's not a project management tool but It would be great if the ToDo-list would have more functions, like tagging the one who assigned an activity on you or ask questions/put as pending while you await further details. Put some pressure on you colleagues to do a clean hand over during the cutsomer's journey. Review collected by and hosted on G2.com.

UT

Verified User in Telecommunications

Small-Business (50 or fewer emp.)

8/29/2023

"Review"

5/5

What do you like best about Upsales Sales and Marketing Platform?

I like how it helps me keep a track off my customrs and also of what offers i have out. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

Probably I'd say the call list is a bit weird, maybe cause I haven't fully learnt it but yeah.

I would wish for it to be easier to navigate through and also that you could easily get back to the certain customer you talked to before, so you dont have to scroll Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

3/5/2024

"Revenue Engine for B2B Sales"

5/5

What do you like best about Upsales Sales and Marketing Platform?

Their Sales and Marketing suite is the best product Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

They can improve the UI of their revenue analytics Review collected by and hosted on G2.com.

AT

Verified User in Translation and Localization

Mid-Market (51-1000 emp.)

5/4/2023

"Modern and functional!"

4.5/5

What do you like best about Upsales Sales and Marketing Platform?

The website has a sleek and modern design that is easy to navigate. The color scheme is simple with blue and white, creating a professional look and feel. The content is well-written and informative, providing potential customers with an understanding of how Upsales can benefit their business. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

Lack of pricing information. Although this is not necessarily a deal-breaker, many potential customers might want to know what they can expect to pay before deciding on a demo or free trial. Review collected by and hosted on G2.com.

What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?

Upsales Sales and Marketing Platform is designed to help companies improve their sales and marketing processes by providing a set of tools and features that enable more effective lead generation, nurturing, and conversion.

Ineffective lead generation: A common problem for companies is that they struggle to generate high-quality leads that are likely to convert into customers. Upsales helps solve this problem by providing a range of tools for generating leads, such as web forms, chatbots, and landing pages, which can capture information about potential customers and trigger automatic follow-up actions.

Lack of transparency in the sales process: Another common problem is that companies may not have a clear view of their sales pipeline, making it difficult to track progress, identify bottlenecks, and prioritize sales activities. Upsales provides a visual sales pipeline that allows companies to track leads and deals at every stage of the sales process, from initial contact to closed won or lost.

Inefficient sales and marketing collaboration: When sales and marketing teams are not aligned, it can lead to inefficiencies, missed opportunities, and lack of accountability. Upsales helps facilitate better collaboration between sales and marketing teams by providing a centralized platform for managing leads and deals, as well as tools for tracking marketing campaign results and return on investment. Review collected by and hosted on G2.com.

MY

Michael Y.

Marknadsförare

Small-Business (50 or fewer emp.)

3/2/2023

"Satisfied beginner exploring the platform"

4/5

What do you like best about Upsales Sales and Marketing Platform?

Simplicity. Most things speak for themselves and without training, I understand the tool and see the benefits quickly. It has a holistic approach that I like, where most things are gathered. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

As initially mentioned, I am relatively new and have not had the chance to explore everything. Due to my focus on marketing, I have mainly stayed within that framework. There is probably more that can be done than I both think and know. Partly, I would like to be able to embed Upsales for customers for external use on our current website. I have not explored whether it is also possible to use SMS functions or similar. Review collected by and hosted on G2.com.

What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?

A professional tool that provides consistency towards partners and customers. Upsales thus contributes not only as a marketing platform focused on conversion or sales. But with the use of the tool, it also contributes to the brand as we get a broad foundational platform. Review collected by and hosted on G2.com.

NA

Noah A.

Small-Business (50 or fewer emp.)

10/4/2023

"Makes your job 100 times lighter"

3.5/5

What do you like best about Upsales Sales and Marketing Platform?

How easy and organized it is. Best CRM I've worked with so far Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

Sometimes I experience "lagg" in forms of the screen freezes. Review collected by and hosted on G2.com.

UC

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

9/5/2023

"Great tool for multi-purpose use"

4.5/5

What do you like best about Upsales Sales and Marketing Platform?

Easy to use, clean and minimalistic design, great customer support. Additionally it can be tailored and customised in a way that it's usefull for teams not strictly dealing with sales or marketing. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

The bulid-in guide is complicated to navigate and find needed answers. Customisation, such as e.g.adding new account, could be simpler. Some functionality is missing e.g. automatic reminders of not opened emails. Review collected by and hosted on G2.com.

VN

Victor N.

Small-Business (50 or fewer emp.)

9/11/2023

"Very pleasant."

5/5

What do you like best about Upsales Sales and Marketing Platform?

Easy interface. The tools are easy to use and very clear. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

Sometimes it can be a bit slow, multiple customer cards can make the experience iffy. Review collected by and hosted on G2.com.

AS

Anna S.

Small-Business (50 or fewer emp.)

5/15/2023

"A very useful and easy to use tool."

4/5

What do you like best about Upsales Sales and Marketing Platform?

Makes my day to day obligations easy to follow, great pipeline and performance statistics. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

When prospecting or finding a new company I would like to have the contact information of the company or employees already put it. Also a short description of the company in order to know directly if it is relevant to me. Review collected by and hosted on G2.com.

UM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

9/28/2023

"Stable but at times confusing."

3/5

What do you like best about Upsales Sales and Marketing Platform?

Straightforward interface with a simple and minimalistic design. I love the features of the prospecting tool. Very easy to use and learn. Review collected by and hosted on G2.com.

What do you dislike about Upsales Sales and Marketing Platform?

Sometimes lacks in terms of user experience. Would like a feature to sort by the best performing places, products or industry. The top 25 performing feature is too broad to use. Review collected by and hosted on G2.com.