Upscale Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Based on 11 Upscale reviews. Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads. This feature was mentioned in 14 Upscale reviews.

Utilizes natural language processing to set up meetings. 10 reviewers of Upscale have provided feedback on this feature.

As reported in 11 Upscale reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 13 Upscale reviews. Automates the entry of collected data.

As reported in 10 Upscale reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provides real-time coaching to sales representatives. This feature was mentioned in 11 Upscale reviews.

Tracks and analyzes sales representative performance. This feature was mentioned in 16 Upscale reviews.

Measure return on investment and leverage data to predict profitability of future projects. 12 reviewers of Upscale have provided feedback on this feature.

Based on 11 Upscale reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 41 Upscale reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Based on 39 Upscale reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Based on 39 Upscale reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 36 reviewers of Upscale have provided feedback on this feature.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 31 Upscale reviews.

Integrates with calendar software so users can seamlessly schedule calls. 37 reviewers of Upscale have provided feedback on this feature.

As reported in 34 Upscale reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 34 reviewers of Upscale have provided feedback on this feature.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 41 reviewers of Upscale have provided feedback on this feature.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. 40 reviewers of Upscale have provided feedback on this feature.

As reported in 32 Upscale reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Based on 28 Upscale reviews. Provides gamifaction features to rank sales reps on performance

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 36 Upscale reviews.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 33 Upscale reviews.

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 36 Upscale reviews.

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 30 Upscale reviews.

Based on 27 Upscale reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

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

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

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