Sometimes it may be frustrating to get to a company card with more than 10 contacts when the person you are always talking to is far down the list. With the new relevance sorting, the contacts are sorted based on the ones you previously sold to, having an opportunity with or a planned activity/meeting. Everything to make your job easier. You can still find the contacts in alphabetical order by clicking the A-Z icon.
Keep everyone on your team up to date with real-time messages from Upsales directly in Microsoft Teams. Send notifications to your team on closed order, an opportunity or a booked appointment. Read more here.
We know that working with tools that don't communicate with each other can be quite time-consuming. That's why we made Upsales not only communicate with Harvest but really sync your information efficiently.
By using the Harvest app you'll track the time you've spent in Harvest and it's automatically imported to Upsales as products on opportunities. When the project is finished and it's time to collect the money simply, set the opportunity stage to 100% in Upsales and the project in Harvest will be marked as Invoiced. If you've connected a billing app through Upsales, the order will then be synced to that service.
App: Microsoft Teams
Relevant filter on contact list in company card
You know how important video is to the marketing mix. So it made perfect sense to integrate Upsales with one of the world’s most powerful video platforms. That’s right, you can now plug in Wistia to your Upsales account and add even more insight to your reporting.
Sync video views to Upsales in 2 different ways, depending on what you want to gain:
When a contact views a video, their activity can be automatically added to their profile. That way you can see at a glance how they’re interacting with your videos, what they’re interested in, and how long they watch for.
For example, you can assign a lead score per view. Set a % of time watched for it to be recorded. Then view results in one window, like this:
Each view is submitted in Upsales as a form. These are automatically created by the Wistia app – either per form, per Wistia project or per Wistia video.
Double opt-in - Send email from your default email
Solved issue with flows where it didn't start if you started with snooze
Solved issue where opt-in was removed if you merge contacts
It’s now even easier to see your lead-related activity – and all in one place.
Basically, we took inspiration from the things you love about the Upsales Sales board, and added them to your Marketing board.
For example, you can set a time period to instantly see which companies have received a lead score. This helps you better understand performance during particular promotions or specific seasons. You can see at-a-glance where your leads are located in your funnel. Then use any of the four widgets that help you dig into your performance data.
With Upsales brand new Marketing board you have a new way to see your leads. We took inspiration from Upsales Salesboard that we know you appreciate. You will find companies that have received lead score during the time period you selected.
First of all, we have four widgets to help you get an overview of your marketing activities during that period. Second, we have the marketing board that shows where in your marketing- and sales process your leads are located.
Great news! Upsales now integrates with one of Sweden’s leading accounting and invoicing apps. Use Fortnox to sync all the financial data you need, to save time when it comes to audits and reporting. For example, you can add companies, invoices, and products.
New orders and customers in Upsales will then be synced to Fortnox’s invoice or order modules, keeping your accounts clean, simple, and joined up.
With the new Fortnox app that you can find in our App directory, it´s super easy to get all information (companies, invoices and products) from Fortnox to Upsales. After the initial synchronization, new orders and customers from Upsales will be synced to Fortnox, either to Fortnox Invoice- or order module.
Enable you to create products with the same name
Today, we release the ability to add CRM actions into flows.
You can create activities, update companies and contacts directly through your flow.
We have added the ability to filter on both order and opportunity stages in your order and opportunity list.
CRM-Actions in flow
Filter: Order and opportunity stages
You can change size on note fields (custom) when you are in edit mode
Opt-in title can have 512 characters
With the help of tooltip on notes, you can create internal policies what you cannot write in you note fields.
You can decide what to write in your tooltips in account settings.
For many marketers, the primary focus (and concern) is delivering hot leads to sales. The hotness is typically based on lead score, which in turn is derived from the interactions the lead has had with digital assets, e.g. websites, content downloads etc.
While score is great as an indicator of interest, it decays over time. Engaging leads quickly is thus crucial to secure you are leveraging the hotness. The issue many have is a too hard focus on only the NEW leads. While they definitely are important, re-engaging or recycling of leads is too. Most companies have thousands of leads, contacts and accounts sitting idling in their databases.
The answer is nurturing of leads. But many simply don’t do it, Marketing Sherpa pointed out some time ago that over 70% of companies do not have a process or infrastructure for recycling leads. Often this is because of sloppy metrics and disconnected IT landscape.
So how can I as CMO stay on top of both recycled and new leads? One way of looking at it is creating a “Hot Leads Quadrant”. Having discussed it for a while internally, we decided to make it happen.
Let’s show all hot leads/prospects based on a score and time decay quadrant. This way we clearly see who sales should be engaging with and who we need to push from marketing. As in any quadrant – the magic happens at the top right.
Next report we have released in Insight is all about the numbers. The report will help you understand how your marketing activities are performing over time.
Marketing operations in Insight
Marketing performance in Insight
Tooltip on notes
Fixed bug where it took long time to create a extra category field
Added the ability to create manual opt-in categories that can be used when you collect approval via other systems or decided to save the contact in the system without using opt-in via a Upsales form.
You create the categories under Settings / Marketing Automation / Opt-in and Terms. Then you can add the category when you edit a contact or directly in an activity.
GDPR: Manually select a contact as opt-in
Solved issue when you try do change tabs in apps directory
Solved bug in segment when you filter on opt-in
Solved issue where you couldn't change name on inactive users in settings
You can know export personal data from a contact card if someone is asking what information you have on them.
Install our new Olark app to get lead score and see transcription from the chat when you use olark chat system on you website.
Call from Upsales by using Telavox app.
Export personal data (GDPR)
Added ability to add 1000x more characters in landing pages
Solved bug where you can't edit form with a opt-in that's deleted
Solved bug where you can't filter on role when adding sales quota in settings
Improvement fixes in flash mode for activities
Added support for dutch
We hide API-keys from user filters
Zendesk app: New design and able to view open tickets in Upsales
Fixed bug where you could choose same role as parent role in settings
Fixed bug where you could not upload document templates in settings
Fixed bug where you sometimes couldn't add new product category
Fixed bug where you could not se data submitted in form specific fields in some views in Upsales
Fixed bug where you couldn't get info from form specific field "textarea" if you publish with own code.
We know that you sometimes want to delete a record in Upsales but historically this has been to easy. With the new design we want to make it harder to misunderstand what you are about to do. We recommend to update role settings for your users and disable delete permissions if you want to be 100% sure that no user is permanently delete records in your databas.
Updated design when delete in Upsales
More information in leadslist when you drill down on leads
Solved bug with opt-in where you didn't get opt-in fields when downloading form code