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UpHabit - Enterprise Relationship Selling with Incredibly Fast Data Entry

By UpHabit

Relationship Selling for Sales & Marketing Teams

No Ratings
$20   USD/user/month

Discounts available for nonprofits

Try It
Requires
Sales Cloud
Compatible With
Marketing Cloud Engagement
Marketing Cloud Account Engagement

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Marketing Cloud Engagement
Marketing Cloud Account Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
UpHabit/Spring 22 2.3.0
Listed On
09/30/2020
Latest Release
05/24/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/17/2022

Additional Details

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/

Need help?

UpHabit

Toronto, Ontario, Canada

Reach us whenever you want. We'll do demos, setup calls and answer any of your questions at any time.

Support Phone(800) 794-1147
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