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UpHabit - Enterprise Relationship Selling with Incredibly Fast Data Entry
Relationship Selling for Sales & Marketing Teams
Overview
UpHabit eliminates contact & activity leakage (10X your Salesforce contacts) while helping build great relationships. Includes integrated activity reporting & Opportunity updates. UpHabit surfaces all contacts anyone knows at every prospect and customer.
See How UpHabit - Enterprise Relationship Selling with Incredibly Fast Data Entry Works
ENTERPRISE RELATIONSHIP SELLING UpHabit builds relationship through reminders, notes, tags, eight types of social accounts (including LinkedIn, Facebook and Twitter). It's wrapped up in a beautiful UI. Available on iOS, Android, MacOS and the web.
BULK SEND CONTACTS UpHabit's Suggested for Salesforce sends dozens of contacts with a single tap. We automatically suggest new contacts as they automatically appear in UpHabit. Your marketing teams and execs will be thrilled!
TEAM SELLING / CONTACTS If one team member adds a new Account & Contact(s), everyone in the company will be prompted to add anyone else they have in their UpHabit to Salesforce. The lead salesperson can reach out internally for an introduction.
ENSURE SALESFORCE IS JAM-PACKED WITH CONTACTS Accessible on your phone to ensure your team can sync to Salesforce at any time, anywhere. Easily sync contacts with a single tap of a button, allowing your team to be effortlessly consistent with Salesforce. Invest more time in sales activities by spending less on data entry. Ensure 10-50X more contacts in Salesforce. It's just that simple! KEEPING YOU IN CONTROL OF YOUR CONTACTS Stay in control of your Salesforce account by syncing relevant contacts using suggested or manual syncs. Ensure your company database has all available contact information even when employees leave the company. IMPROVE TEAM PRODUCTIVITY If a new Account pops up all team members will be encouraged to add their contacts to Salesforce, and the Account owner can see which teammates they can get warm introduction from. To book a demo or setup call, visit www.uphabit.com/salesforce/
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package
