Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.uProc Integrations
Salesmate.io + uProcSelect Tool in uProc when New Contact is created in Salesmateio Read More...
Salesmate.io + uProcSelect Tool in uProc when New Company is created in Salesmateio Read More...
Salesmate.io + uProcSelect Tool in uProc when New Deal is created in Salesmateio Read More...
Salesmate.io + uProcSelect Tool in uProc when New Activity is created in Salesmateio Read More...
It's easy to connect Salesmate.io + uProc without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Select a tool to perform verification or enrichment
Salesmate.io is an online platform that allows to manage and track all sales opportunities and activities in a single place. The platform helps sales teams to manage all their opportunities, from lead to close, in a single interface.
uProc is an integrated data analytics top for Salesmate.io. It allows to track the activity of your sales team, keep track of your sales pipeline and easily create effective sales reports using artificial intelligence.
Integration of Salesmate.io and uProc brings a lot of benefits to sales teams. The integration allows them to easily track the activity of their salespeople, to share important events with the rest of the team and to create effective sales reports in a few clicks.
The integration brings a lot of benefits to sales teams. It allows them to easily track who is working on what, what stage in the sales cycle the client is, how much time has been spent on a particular client in a given period, etc. Below you can find some examples that show how the integration works:
Using Salesmate.io and uProc integration, you get access to detailed information about your sales pipeline. You can get information about which leads are at which stage in the sales cycle. By tracking each step of the sales cycle, you’re able to see which leads are progressing smoothly, which leads are stuck at some stage, what new leads you should target, etc. The fplowing screenshot shows the pipeline for our company; we have divided it into New Leads (Leads without any activities), Opportunities (Leads with at least one activity), Closed Leads (Leads with an opportunity closed. and Lost Leads (Leads with two consecutive activities. As you can see, not all leads progress smoothly through the pipeline; some leads get stuck at certain stages while some even get lost. To learn more about what each activity means on this page, please refer to Data Sources section below.
Use Salesmate.io and uProc’s integration to inform other members of your team when something important happens, such as when a lead gets accepted for demo or when a lead becomes an opportunity. This way you will be able to keep everyone in the loop about what’s going on in your company and you will be able to receive help when you need it most. The fplowing screenshots show how you can send an event to uProc when a lead gets accepted for demo or when an opportunity is closed:
The process to integrate Salesmate.io and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.