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Be wise and choose the right Sales CRM tool (Interview with San-Part 2)

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Published On: October 7, 20226.9 min readBy

Choose a Sales CRM tool that will suit the needs of your company and its growth. In this interview, San Bhaskaran from UPilot discusses how to choose an appropriate CRM software for growing businesses.

Rajesh Srinivasan, the CMO of UPilot had another interesting conversation on the topic “Be wise and choose the right Sales CRM tool” with San Bhaskaran, the founder of UPilot. This interview will definitely be useful for any type of business who are currently looking to select a sales CRM software with all features in their basic plan itself.


Let’s get into the interview:

Rajesh: Hi San! Great to have you here again. Could you please give us an overview of what UPilot offers?

San: Sure! UPilot is a sales CRM software that helps businesses automate their sales processes and improve their customer relationships. We offer a wide range of features in our basic plan, including contact management, deal tracking, quotes and invoices, task management, and more. Plus, we have a free plan so businesses can try out our software before they commit to it.

Rajesh: That sounds great! I’m sure there are a lot of businesses out there that would benefit from using UPilot. What are some of the top use cases that you can give for small and medium business owners? Why do big CRM companies not focus on small businesses and how you are addressing this gap?

San: Yes, one of the great things about CRMs is that they can help to automate many of the tedious tasks that come with managing customer relationships. For example, most CRMs have a feature that allows you to import data from other sources, such as email. This can be a huge time-saver, as it eliminates the need to manually enter data into the CRM.

However, one potential downside of this automation is that it can make it difficult for remote employees to access all of the data they need. In some cases, only the Enterprise version of a CRM will offer full access to all features. This can be a barrier for small businesses or startups that may not have the budget for a more expensive plan.

Many CRM providers will charge a separate fee for consultation and customization, on top of the monthly subscription fee. This can add up quickly, so it’s important to get an estimate from the provider before you commit.

A key pain point for small businesses is the lack of a proper hierarchy. When the CEO stops syncing his email, the sales leader will follow his footsteps, and eventually the system becomes unused because the hierarchy view is not available. UPilot has designed a simple CRM platform with all essential features covered in our basic plan. Reports can be created in around 5-6 seconds using our drag and drop customization options. Our platform is designed to be user-friendly and efficient, and we’re committed to providing top-notch customer service. If you’re looking for a CRM platform that will save you time and hassle, UPilot is the right choice.

At UPilot, we strive to offer our users the best possible experience by providing a wide range of features in our free plan. One of these features is the ability to handle multiple currencies. This can be extremely useful for businesses that operate in more than one country, as it eliminates the need to constantly convert between different currencies.

Additionally, our free plan also includes “custom fields”, which allows businesses to tailor the information that they store in their CRM to better meet their specific needs. We believe that by offering these advanced features in our free plan, we can help businesses to grow and succeed.

We have two types of customers: those who are already stuck in the excel sheets, and those who have already used a legacy CRM before. The former are looking for an alternative to their legacy CRM, while the latter can instantly see that the game other CRMs are playing is to try to upgrade customers for features they don’t need.

Every company in the CRM market is trying to push the customers towards their highest plan, regardless of whether or not the customer’s business has actually grown. So when you’re looking at a pricing page, don’t just look at the left side rather look at the right side. Because, it’s probably where you will land and that’s a trick played in the market. If you don’t have the features, you will eventually upgrade and land in the Enterprise plan.

Rajesh: I completely understand your reasoning behind the pricing differentiation and we’re glad to hear that it makes sense.

I believe you brought all of our features together into one plan, which is perfect for small businesses looking to grow their scale as well!

So, what’s happening in this market?

San: It can be tough to keep up with the ever-changing landscape of the business world, and even tougher to find a good CRM that meets your needs. However, there are some great options out there for those who know where to look. Our company specializes in providing CRMs for businesses of all sizes, and we have a clear understanding of what’s happening in the market. We cater to Fortune 5000 multinational companies in different parts of the world, and our products are well-established.

Our strategy is simple: provide businesses with the tools they need to succeed. We’re confident in our products and our ability to help businesses grow, and we’re always happy to answer any questions customers may have.

There’s no denying that CRM software is a big business. Legacy CRM companies have been around for years, and they’ve built up a solid reputation and customer base. However, in recent years there’s been a shift in the CRM landscape. Newer, more agile companies are coming on the scene, and they’re shaking things up. One of the biggest changes is the move to free CRM software.

These companies are offering basic CRM functionality for free, with the goal of attracting small businesses to their platform. Once a business is using their free CRM, they’re more likely to upgrade to a paid plan with more features. This model is working well for these newer CRM companies, but it’s not without its drawbacks. For example, legacy CRM companies are often left behind when it comes to new features and functionality. Technology is moving quickly, and old CRMs can’t always keep up. As a result, many small businesses find themselves using outdated software that doesn’t meet their needs. In the end, it’s important to choose a CRM that’s right for your business.

We believe that a few hundred thousand companies would want to scale their business by spending a nominal amount on a solid CRM platform. So our CRM is built for those companies who want an alternate solution that gives them predictability, growth and customer support. Our major goal is to create a sales CRM platform with the most important add-on features included in the Enterprise plan.

In today’s business world, it’s important to be able to do all the activities on a single platform because people are now talking about platforms. A platform is a product that you can add on to and people are happy to pay for it. If you were to engineer something new, it would be one product where you could do sales, marketing and support at a very reasonable and predictable price. That’s what we’re trying to build. We’re trying to build everything as a core product rather than having add-ons. That’s our core product philosophy.

I completely agree that not everything should be an add-on. I think that companies should be able to provide basic features without having to charge extra for them. Email sync is a great example of this. I think that it is essential for any CRM to have this feature, and it should not be an add-on. I also think that companies should not be relying on the external development ecosystem to develop features for their product.

They should be doing this themselves. Otherwise, they are just taking advantage of their customers. Most of the Fortune companies are being billed huge amounts by the CRM agencies without knowing the services they opt for.

Rajesh: Perfect! I’m sure there are many businesses out there that would benefit from using UPilot. Thanks for taking the time to chat with us today, San!

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