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My sales forecasts are wrong, putting people into groups creates duplicates, our growth is stuck in the wrong CRM!.
I do not want to, but a complex CRM seems to be the only way out of this.
We need it easy to use. Have you looked at UPilot?
It is an intuitive CRM platform that gives advanced functions like role-based access in all plans.
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.
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|
|Free to Basic||
$0 to $20USD/user/month
$25 to $50USD/user/month
$50 to $75+USD/user/month
|Limited 1/2 per org.|
|UPilot - all plans|
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: