UpToMarket is a CRM and a Partner Portal Business Solution for Channel Management.
UpToMarket is a SaaS application with many features, including a CRM, a Partner Portal, Sales Management tools such as a Pipeline, a Websites Builder with SEO tools, a Documentation Center, Multiple Marketing Tools, and Statistics to help monitor your stores, dealers, partners and/or franchisees.
- Improve communication with your dealers by using a real-time collaborative tool.
- Share, manage, monitor and evaluate the performance of your dealers on each of your leads.
- Easily access easily key documents and proposal documentation.
- Track sales forecasting.
- Generate your pipeline and sales reports with a simple click.
- Centralize data generated through request forms such as warranties, special pricing requests, and more.
- Collaborate on a social platform to boost your team’s proximity.
- Follow up on sales and purchase orders.
- Enhance your partner’s commitment.
- Manage all your enterprise and dealers’ contacts with a single tool: keep track of your business contacts and benefit from your dealers’ contacts.
- Enable your network to work together with UpToMarket’s collaborative sales tools.
- Support your worldwide, national, regional and local sales representatives by giving them the right sales tools and information to beat the competitors.
- Map out company names, employees, their jobs, functions, roles, contacts and profiles.
- Identify the key people in your business with performance statistic tools.
- Compile statistics on your sales team performance and their clients to better understand their needs.
- Allow your dealers to share contacts, comments and documents on a specific project or lead.
- Assign clients, end users, contractors, and collaborators to a pitch or a project.
- Access your contacts’ roadmap: lead quantity vs. leads awarded value.
Complete Mobility For your Business
- Benefit from our sales representative, marketing, management, and communication toolkit.
- Get mobile and allow your partners to access information from their Iphones, Ipads or Android devices.
- Allow your sales network to access the latest videos, pictures, brochures or last minute specifications whenever they need it to present a product.
- Give real time access to your partners so they don’t miss out on a lead opportunity.
- Access your leads, forecasting, notifications, messages and notes.
- Find a dealer on the map.
Collaborate With your Network and Channel Partners
- Share ideas, opinions and expertise on different topics.
- See who is online.
- Inform and post new projects, pictures or stories.
- Get feedback on marketing ideas.
- See what your partners, resellers and dealers really think.
- Promote your brand within your network.
- Help your sales point communicate with others to share information and expertise.
- Reduce the load on your service hot line by using discussion treads and online FAQs.
Create and Manage Impressive Marketing Campaigns
- Efficiently distribute efficiently promotional brochures, pictures and videos.
- Create customized new websites to assist your marketing objectives.
- Analyze statistics so you are able to achieve your targeted objectives.
- Produce new content for your website and publish it onto the selected dealers’ or products’ websites, all in a few clicks.
- Enter new content in the easy to use UpToMarket content management system.
- Modify content with a single click on several websites.
- Build, execute and track campaigns in real-time.
- Analyse customer data and share this information with your partners networks.
Content Creation and Workflow Approval
- Create multiple websites with our all-in-one content management Portal and Extranet tool.
- Use your centralized documentation center to ensure that the latest version of any document is always online.
- Create content and manage approvals with authors, editors, and collaborators.
- Take advantage of our collaborative platform and content sharing system.
- Manage user rights and permissions.
- Share and publish content on every one of your websites or only the selected ones.
- Efficiently distribute news, promotional brochures, pictures and videos over your network and sites.
- Control access to files and modules of the software.
Manage Keywords and SEO Marketing Hints
- Optimise your SEO with the UpToMarket website builder tool.
- Track search queries on your website.
- Access statistics and reports on dealers, products, regions, and territories performance.
- Create tags and/or tag groups
- Associate specific keyword groups to your content.
- Manage title, descriptions, H1 and other meta data with the SEO generator tool.
- Determine your marketing objectives and adapt your content to generate target traffic.
- Manage the same content in different languages.
Email Integration and Discussion Threads
- Synchronize your emails and reminders with Gmail.
- Stay informed with our instant customizable notifications system; Monitor new leads, status changes, news, deals, filled forms, warranties, and more.
- Invite collaborators to an email thread.
- Manage email communication permissions.
- Keep your networks informed with the latest business notices.
- Flag important communications instantly.
- Use a centralized communication repository to access archived discussions and network information.
Customizable Lead Management
- Monitor lead values and sales performance cycle.
- Offer support to partners, dealers and stores during the sales process.
- Add information from your documentation center so the sales team can be informed all at once.
- Create conversation threads to consolidate lead information.
- Keep track of all the information exchanged between the lead participants.
- Monitor products, market and geographical location for every lead.
- Get instant notifications with the mobile and email notification tool.
- Offer special pricing options and manage them with tracking tools.
- Search and sort your leads with customisable filters.
- Be informed of lead sources and know the distribution of your opportunities.
Collaborate on Opportunities and Manage Quotes
- Track opportunities and deals.
- Increase the quality of your network’s proposals with collaboration.
- Monitor all changes during requests for proposal and see history and communication threads for each leads.
- Manage your collaborator on a specific bid or lead.
- Share exclusive and dedicated documents with the lead participants.
- Create working groups for special projects to increase closing quotes.
- Choose a proposal leader for each bid.
- Benefit from our secure access system to create project teams and increase your sales force.
- Access the network’s statistics in real-time.
- Consult statistics generated by your dealers, partners, stores, end-users and employees.
- Report and compare sales cycles to better evaluate performance and profits.
- View sales, marketing and distribution network scores.
- Help your local and regional sales managers to monitor their team with the UpToMarket statistics.
- Real time analysis of your sales forecasting.
- Monitor lead distribution based on frequency by territories.
- Examine your websites’ performance and End-User profiles to determine your next actions.
- Manage from any web connexion and consult your dashboard to monitor real-time information feeds.
Recruit and Manage Partners in a Single Tool
- Recruit new sales points by creating exclusives Partner Programs.
- Customize your sales by territories such as country, states, provinces, counties.
- Create exclusive relations with the salespersons.
- Support your partners by collaborating on quotes and proposals.
- Send real time feedback to your network.
- Manage worldwide, national, regional and local sales representatives, partners, franchisees, dealers and stores.
- Evaluate End-Users’ satisfaction with warranty activation surveys.
- Distribute promotional items to your dealers, partners and stores.
- Create contests to motivate partners.
- Calculate time spent, activity frequency, last actions to improve your sales workflow.
Collaborate and Distribute Files With a Powerful Web-Based Documentation Center
- Give access to your partners to all selected documents from everywhere in the globe.
- Collect documents and media content from your dealers, such as pictures, and share the best with your network.
- Use a personalized naming convention to simplify document versioning.
- Control access to important information and manage documentation distribution rights.
- Oversee created content by product, market, divisions and applications with simple approval processes.
- Manage user rights and documents distribution.
- Share a wide variety of media files, such as videos, PDF, Word, Excel.
- Tag each document and help your network to find the requested information rapidly.
- Reduce documentation request calls and share a wide variety of media files, such as videos, PDF, Word, Excel.
- Be notified with the messenger tool or through your emails of all new uploaded or updated document.
Monitoring Security, User Activity, and Assessment Reports
- Set specific rights for groups such as managers, store managers, resellers, etc.
- Create groups with specific permissions, such as the right to publish, to view, to share information, to post information, and more.
- Monitor time spent, consultation frequency and users habits in the database.
- Flag unusual user behaviour.
- Consult action and click logs.
- Calculate time to process information such as leads.
- See how much energy people invest in the sales of your product.
- Identify the key people in your business with accurate efficiency data.
Portal and a Multiple Website Builder
- Use the UpToMarket Portal to share information with your partners about product and/or opportunities.
- Create a Master Website with customizable categories and sub categories for you products, markets, segments, departments, and more.
- Generate many websites in just a few clicks to increase traffic and leads.
- Set up websites and online marketing campaigns for special product launch or trade show events.
- Personalize the look of each website with easy to use drag and drop tools.
- Manage the geographic coverage of sales location with a business partner portal.
- Collect leads from all your websites in a single recipient.
- Filter contact and documentation request forms to identify the leads, and administer technical support request and warranty registration.
- Access your documentation center and promote the right pictures, videos and marketing documents.
- Gather search results from your website visitors and create custom content to further stimulate interest.
- Manage your content in different languages
- Build your websites by dragging and dropping objects into the page.
- Link news feeds, slideshows, products, markets.
- Use a simple content management system to publish information and promotions across several websites.
- Build, edit, manage your brand and product with user-friendly content management tools.
- No additional programming required.
- Benefit of real-time page integration with tools that allow you to preview your adjustments instantly.
- Customize color, style, look, position and size of your landing pages.
- Collaborate with your team to produce effective content and benefit from an approval system to ensure that content meets your requirements.
- Use IT department time and energy to operate on higher priorities.
- Give autonomy to your marketing department.
- Think, draft, review and publish.
Track and Manage Dealers, Partners and Sales Opportunities with Top of the Line Pipeline
- Forecast and manage sales over your network.
- Monitor partners, dealers and franchisees’ performance.
- Configure rules and conditions to screen business opportunities and sales forecast.
- Leads are transfered automatically into the pipeline based your predefined rules
- Filter the leads and create sales reports.
- See regionnal, nationnal, internationnal and stores sales forcasting.
- Consult and create official pipeline reports, and access them real-time.
- Consult graphical reports to get a visual overview of your sales.
- Get total amount of all your leads with the currency converter.
- Rate probabilities and chances of closing.
After Purchase Services Management
- Get a quick overview with reports and a customisable dashboard.
- Identify winning teams and collaborators based on successful deals and contracts.
- Manage proposal and leads status: Won, Pending, Cancelled etc.
- Evaluate your network service quality with warranty activation surveys.
- Monitor installation fields reports.
- Manage contact and deal score values to determine your next action.
- Follow up on after sales forms.
- View dealers’ performance, such as forecasting vs opportunities vs awarded deals.
- Administer promotional items within your partners network.
Promote New Products Within Your Network
- Set events in a Gmail compatible calendar.
- Post a release on the partner portal communication wall.
- Inform your partners of major events in the news section.
- Distribute all your information on a new product, in one click.
- Send email notifications and reminders.
- Monitor statistics and adjust your next actions.
- Test before a product launch.
- Involve your sales network in your next marketing move.
Estimate Dealers, Stores, and Franchisees performance
- Calculate sales and stores performance based on results.
- Track dealers, partners and stores performance.
- Evaluate sales cycles, targeted markets, departments, stores and products within a specific time frame.
- Observe your partner`s and identify who, when and why have a high sales performance.
- Know key salespersons within your distribution network based on results and sales.
- Compare existing and new campaigns in different locations.
- Review, collaborate and approve content and strategy.
- Monitor traffic by customisable categories.
- Assess your return on investment (ROI) and conversion rate.
Convert Web Forms to Leads
- Convert web forms to leads quickly with easy-to-use customization tools.
- Manage leads and customer information coming from the web, based on your unique business requirements.
- Use tracking features to see the source of each leads.
- Combine lead management with a view of customer data to assess campaign effectiveness.
Consumer Profiling and Performance
- Keep track of leads.
- Estimate client satisfaction based on your sales force, dealers, and partners.
- Follow up on key people and top clients.
UpToMarket Offers Online Support With an Exclusive Helpdesk
- Use the UpToMarket helpdesk integrated approval process to approve ongoing development.
- Follow up on questions, improvement, new features and bug report.
- Request bids, improvements, changes.
- Exchange information with our support team and keep track with the discussion threads.
- Log on the UpToMarket helpdesk from anywhere in the world with any mobile device.