Upnify CRM
customer
The Customer is Not Always Right

Por: Upnify Editorial Team - 29 de marzo, 2021

For many years there has been a premise, which later became a paradigm within customer service, and which served as the basis for the strategies that many companies employed in their customer service programs. This premise is: The customer is always right

customer
Advantages of Creating a Database

Por: Upnify Editorial Team - 3 de marzo, 2021

The customer database is one of the most valuable marketing tools for any business, it contains specific information about your customer that you can leverage to follow up on sales.

Currency
Automatically Update your CRM Exchange Rate

Por: Upnify Editorial Team - 4 de junio, 2019

The Upnify® API allows you to integrate various systems and make changes that boost your productivity. This article tells you how to automatically update the exchange rate in your quotation system.

sell
How to Sell your Product Faster Than Hot Bread

Por: Upnify Editorial Team - 1 de noviembre, 2017

In this article you will learn practical tips that you can start using today to make your product or service sell even faster than hot bread.

Performance evaluation
5 Steps to Execute a Performance Evaluation in your Company.

Por: Pepe Villacís - 31 de octubre, 2017

Each member of your team has special skills that if used in the right way can lead you to achieve your goals, discover how to maximize the potential of your sales force with a performance evaluation, in this article you will find some tips to evaluate your team effortlessly and thus always have a constant improvement.

teamwork
Six Keys for Successful Teamwork

Por: Pepe Villacís - 10 de septiembre, 2017

For any company, teamwork is vital. Even more so if you consider that organizations that promote teamwork obtain beneficial results, both for profits and for their workers, who are their driving force.

Customer management
Customer Management: Achieve it in 4 Steps

Por: Upnify Editorial Team - 4 de septiembre, 2017

In this article, you will learn about what Customer management is, the steps to apply it to your company, and effective tactics to ensure you have happy customers.

employee
Forget about Employee Theft Forever

Por: Shelley Frost - 21 de marzo, 2017

Each employee you hire is one more member of the big family that is your company, one more person in whom you place your trust, but what to do when this trust is broken because an employee is stealing from you? What is the right way to react to this situation? And most importantly, how to communicate to your customers that a trusted employee has left?

prospecting
3 Factors that will help you Prospect for Clients

Por: Upnify Editorial Team - 17 de marzo, 2017

One of the main reasons prospecting is recommended is because it makes selling easier. Stop for a moment and think, would you have trouble selling to someone who needs your product or service?