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UpHabit

Enterprise Relationship Selling with Incredibly Fast Data Entry

By UpHabit

Rating
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Pricing
Paid
From $1 per user per month
Listed since
2020

About UpHabit

Relationship Selling for Sales & Marketing Teams

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/

Highlights

  • ENTERPRISE RELATIONSHIP SELLING UpHabit builds relationship through reminders, notes, tags, eight types of social accounts (including LinkedIn, Facebook and Twitter). It's wrapped up in a beautiful UI. Available on iOS, Android, MacOS and the web.
  • BULK SEND CONTACTS UpHabit's Suggested for Salesforce sends dozens of contacts with a single tap. We automatically suggest new contacts as they automatically appear in UpHabit. Your marketing teams and execs will be thrilled!
  • TEAM SELLING / CONTACTS If one team member adds a new Account & Contact(s), everyone in the company will be prompted to add anyone else they have in their UpHabit to Salesforce. The lead salesperson can reach out internally for an introduction.

Screenshots

Bulk send contacts with Suggested for Salesforce

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Bulk send contacts with Suggested for Salesforce

Pricing

Paid, from $1 per user per month.

UpHabit plans
PlanPriceBilled
Monthly$20 per userMonthly
Annual$200 per userYearly
Channel Partner$1 per userMonthly

We also have channel partner (almost free) and enterprise pricing plans available. Please reach out to teamplans@uphabit.com.

The publisher offers discounts.

Compatibility

Works with
  • Marketing Cloud
  • Pardot
Requires
  • Sales Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on May 17, 2022
Languages
  • English