ubiSales Features
Everything you need to grow your business.
On Subscription
Why invest in bulky software when SAAS-based ubiSales is here? ubiSales is amazingly affordable and on subscription. No need to pay high setup costs. Start with minimal risk.
Immediate set up
Few minutes is all that you require to set up ubiSales. Import your existing data and before you know it, you're ready to go. With no IT Support, No extra Hardware. No need to download or install any software.
Automatic upgrade
With ubiSales on cloud, even the upgrades are automatic. Bugs – if any, will be fixed without any charge. You always have the latest version. And better yet, all your customization stays intact. How cool is that?
Data protection
All customer data is protected and mirrored in real time. There is physical security, data encryption, user authentication and manual backups. You can safely leave data loss worries.
Easy to use
ubiSales is as easy to use as the web sites you use every day. It is so intuitive that you would hardly refer to the help file – located a click away.
Platform Independent
ubiSales is a platform independent, web based inquiry management software. Runs on any system – windows or Mac. You can log in from anywhere, view and update customer data anytime you want…
Customizable form fields
Configure fields to take care of your specific requirement. Choose fields that are useful to your business – product categories, inquiry source, industry etc.
Centralized Leads
All your leads will be at one place. Review, filter and manage all the leads together for increased productivity. Perform all the sales activity within ubiSales. Keep a close track on each lead.
Powerful Insights
ubiSales colorful dashboard provide real-time visibility of the inquiry status. Get a quick view of the targets and revenue generated in a graphical, numerical or tabular format. Spot trends in the sales data. Make visual comparison at every stage of the sales pipeline.
Instant Notifications
Get notifications as soon as you receive any customer's inquiry. All important status or stage changes are also informed. Now sales rep can take immediate, informed decisions. All the information that the sales team requires is right there.
Lead History
Previous deals & history of customer communication can be accessed by your sales staff. You have a great sales manager and now she has quits. No worries! Relax! The information collected with various clients and over months is safe. Vital sales data or prospect information is preserved totally.
Calendar Module
Grab more deals by scheduling your calls systematically. No longer will you miss any important call. Get regular reminders. Plan customer meetings, events, follow ups and sales activities. With the inbuilt Calendar view weekly / monthly inquiries.
Inquiry Rating
Rate prospects based on various parameters such as deal size, buying history, and more. Assign a rating within the software to prioritize leads effectively. This helps streamline sales activity planning and increases your chances of closing more deals
Bulk Action
We understand the value of time. ubiSales lets you Send bulk Mails, rate several inquiries together, change Stages for multiple inquiries with a single click. Saves so much of valuable time. Assured higher productivity.
Contact Importing
ubiSales helps you import hundreds of client records at once. Instead of entering customer or prospect data manually the customer data is inserted automatically. Save lots of time and efforts.
Powerful Filtering and Search
Customize the view based on the desired criteria by using filters – Inquiry Date, location, Stage, Rating etc. ubiSales advanced search allows you to extract the relevant data from thousands of records in seconds.
Customizable Stages
Set your Inquiry stages to enable sales forecast. Customizable stages helps you keep track of inquiries and filter them by stages. ubiSales has four default stages- New, Active, Closed Won, Closed Lost.
Email templates
Customize the email templates to meet your unique business needs. Save them for future use. Convey your message according to the corporate culture & brand. ubiSales facilitates you with some predefined email templates. With ubiSales strong email integration- answering inquiries becomes easy & instant.
Promotional Campaigns
Send newsletters to categorized list stored in ubiSales. Target customers and leads through mass Newsletters and Promotional mailers. Promote your sales products on web without stepping out of ubiSales.
Analytics Integration
Our customer centric ubiSales solution is integrated with web Analytics. You can get the demographic idea of worldwide visitors. Get their location, device, browser, gender and the pages they are interested in.
No Maintenance charges
No extra Maintenance charges. Year round support is covered in the annual subscription you pay. You can truly relax and concentrate on generating higher sales.
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