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Upscale Features
What are the features of Upscale?
Integrated Workflows
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options
- CRM Integration
- Calendar
- Shared Records
Repeatability and Reportability
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
AI and Automation
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
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Upscale Categories on G2
Filter for Features
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | Not enough data | |
Lead Qualification | As reported in 11 Upscale reviews. Automatically calculates which leads are the most likely to become a customer. | 85% (Based on 11 reviews) | |
Lead Follow-up | Automatically contacts all leads. 14 reviewers of Upscale have provided feedback on this feature. | 85% (Based on 14 reviews) | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. 10 reviewers of Upscale have provided feedback on this feature. | 90% (Based on 10 reviews) |
Organization
Opportunity and Pipeline Management | Based on 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. | 86% (Based on 11 reviews) | |
Data Entry | As reported in 13 Upscale reviews. Automates the entry of collected data. | 90% (Based on 13 reviews) | |
Integrations / APIs | 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. 10 reviewers of Upscale have provided feedback on this feature. | 90% (Based on 10 reviews) |
Performance Analysis
Coaching | As reported in 11 Upscale reviews. Provides real-time coaching to sales representatives. | 83% (Based on 11 reviews) | |
Peformance Tracking | Tracks and analyzes sales representative performance. This feature was mentioned in 16 Upscale reviews. | 88% (Based on 16 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. 12 reviewers of Upscale have provided feedback on this feature. | 81% (Based on 12 reviews) | |
Sales Forecasting | As reported in 11 Upscale reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 82% (Based on 11 reviews) |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 41 reviewers of Upscale have provided feedback on this feature. | 93% (Based on 41 reviews) | |
Email Tracking/Automation | As reported in 39 Upscale reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 92% (Based on 39 reviews) | |
Calls and Voice | As reported in 39 Upscale reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 90% (Based on 39 reviews) | |
Other Outreach Options | Based on 36 Upscale reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 89% (Based on 36 reviews) | |
CRM Integration | 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. | 91% (Based on 31 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 37 Upscale reviews. | 91% (Based on 37 reviews) | |
Shared Records | Based on 34 Upscale reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 92% (Based on 34 reviews) |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 34 Upscale reviews. | 91% (Based on 34 reviews) | |
Workflow Management | Based on 41 Upscale reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 93% (Based on 41 reviews) | |
Workflow Performance | 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. | 92% (Based on 40 reviews) | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 32 reviewers of Upscale have provided feedback on this feature. | 88% (Based on 32 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance This feature was mentioned in 28 Upscale reviews. | 83% (Based on 28 reviews) |
AI and Automation
Lead Prioritization | As reported in 36 Upscale reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 92% (Based on 36 reviews) | |
Lead Scoring | As reported in 33 Upscale reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 91% (Based on 33 reviews) | |
Best Time of Day Scheduling | 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. | 92% (Based on 36 reviews) | |
Buyer Intelligence | Based on 30 Upscale reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | 89% (Based on 30 reviews) | |
Machine Learning | See feature definition | As reported in 27 Upscale reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 88% (Based on 27 reviews) |
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