Interacting with your leads to better understand them is a key success factor. OneUp SALES is amazingly handy to add new sale opportunities to track chats, calls and tasks.
Use the opportunity screen to help you organize your day and then use the lead screen to see a detailed timeline. Email reminder help you to never forget to followup with a contact.
SEND THE RIGHT QUOTE ON TIME
OneUp lets you personalize quote template to match the unique identity of your business.
All your pricing, products, services and leads are directly retrieved when you create a new quote – then adjust each line or apply a discount to make an attractive offer.
Draft and email your quotation from your desk– or on the road with your phone.
OPPORTUNITY AND QUOTE WON
Mark your quote as “won” and you can turn it into an invoice or even a sales order.
OneUp is super flexible in the way you want to manage your sales: you can either use opportunities or quotes on their own, or both!
Make OneUp the powerful sales engine you need by using it just the way you like.
TAKE A STEP BACK
MEASURE AND IMPROVE
OneUp SALES lets you easily monitor your sales efficiency at any time, by employee and period.
The overall ”Opportunities” dashboard provides a quick overview of the situation. For example: value of open opportunities for the current week, or how many quotes left to close for next month... Then click in to drill down for more details: number of calls done per employee, time invested in completed tasks, and more.