How much pipeline has been create the past quarter? How does it compare to previous months? What's our hitrate on new leads? And where do they come from? Get the answers you want and need from Upsales Insights
Where is your next customer located? Take advantage of location data on your prospects and customers to visualise your pipeline on maps
Visualise growth in your recurring revenue streams. Identify what customers are most profitable and those with high risk of churn.
Increase efficiency in your salesteam. How many meetings is your team performing per week? Are they converted in opportunities?
Track your pipeline growth. What deals are we closing? How long are our sales cycles? What are we loosing?
Who are your best customer and what is that makes them great? Use data about your exising customer base to identify your most likely to succeed opportunities.
Build your own dashboard from scratch. Or take advantage of our ready-made reports. We can help you build what you need.
In addition to all your marketing and sales data, Upsales Insights can be connected to other data sources. Take advantage of powerful business intelligence from all corners of your business.
Where are our website visitors located? And who should we target for the event in Munich?
Take advantage of the intelligent mapping functionality in Upsales Insights to segment your existing and upcomming customer base.
In what geographical regions can we find new business?
Where is our pipeline being generated? Should we open an office in Hong Kong?
Where are our next 10 meetings? Can we book some more while we're in the neighbourhood?
Analyse of your growing customer base. Keep track of important KPI like churn and recurring revenue growth.
Looking at all available data, what are key common identifiers for customers we are loosing and those that growing and are profitable?
Combine multiple datapoints such as customer satisfaction, NPS, geography as well as sales engagements and installed base.
Find the key indicators for customers that are most likely to grow.
Increase efficiency in your sales team. How many engagements does it take to close a deal?
With Upsales Insights you can easily find out what engagements are more likely to succeed as well as what combination of activities your top sales reps are doing right.
Why are we winning some deals and not others? Pipeline Insights provides and understanding of key metrics in your sales process. How long your sales cycles are and what opportunities have the highest probability.
Which are our best performing products and services? And are those profitable?
Where in the sales process are we loosing deals? And why are some progressing? Get more insight into every step of your customer engagement.
What parameters are indicating a bad deal? Can we avoid them in the future and how do we recognise them early?
Use data to identify key characteristics of your best performing customers. And which are not so great.
Combine account history with firmographic data to identify parameters that help you find more top performing custuomers. Upsales connects you to a variety of data providers.
How many new logos are we signing? And who are we loosing? What conclusions can we draw?
Are we more successful in certain industries? What potential are we missing in high performing verticals?
Build reports form scratch with data from Upsales and other systems to visualise your key performance indicators
Our team of business intelligence consultants can help you build the reports you need.
Understand the full view of your business. Combine marketing and sales data with other sources in your organisation.
What does our sales process look like? What are we selling more of? And to what kind companies?
Who are our lucrative customers and are they paying on time?
Are we investing reasonable time in our opportunities and customers? Are we on par with cost of sales?
What customers are we loosing? How are we perceived? Are we improving our Net Promoter Score?
Collect all your data and make informed decisions. Upsales Insights enables you to combine data from mutliple data sources.
Why not combine marketing and sales data from Upsales with time reporting, ERP or support systems?