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how UPilot can revolutionize the way you grow your sales.
To make the investments to grow, we must do sales and cashflow forecasts..
It looks like we must upgrade to the enterprise plan of a complex CRM
Have you looked at UPilot?
You can do accurate sales forecasting without the cost and forcing complex legacy solutions on people.
Target
Pipeline
=
Sales you
want
/
Closing
Ratio
For example: If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula.
UPilot automatically calculates the closing ratios of your team and each one of your sales staff.
Future
Sales
=
Pipeline
Value
/
Closing
Ratio
When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably.
When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow.
Role-based access in most CRMs | ||
---|---|---|
Plan | Pricing | Role-based access |
Free to Basic | $0 to $20 USD/user/month |
|
Advanced plans | $25 to $50 USD/user/month |
|
Professional | $50 to $75+ USD/user/month |
Limited 1/2 per org. |
Enterprise | $150+ USD/user/month |
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UPilot - all plans | ||
UPilot Take Off |
$21 USD/user/month |
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UPilot The Climb |
$42 USD/user/month |
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Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions.
So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.
If everyone can decide what to share with whom in CRM, you will not get the right measurements and end up switching and upgrading. UPilot gives you the right start from day one.
Once companies grow big enough to figure out how to reverse engineer growth, they eventually migrate to complex and costly CRMs that have top down controls in place.
Give the right start from day one so you can quickly and at 0 costs: