Because each customer is different, Upaya tailors its product implementation and project methodology to meet the specific requirements of each organization, providing a structured yet flexible approach. Effective communication, clear goals, defined roles & responsibilities, realistic milestones and a strong spirit of cooperation help ensure successful results for your project.
Wherever they may be, appropriate & repeatable processes are used for Upaya Solution projects, resulting in higher productivity, better quality and faster completion times."On time and on budget" is always our goal - We pride ourselves on finding creative solutions that provide the highest level of value to our customers.
Upaya's Excel Import Program for Sales and Marketing Team gives you best of NetSuite and Excel.
Create Quotes in Excel and Import them to NetSuite with a single click and securely.
Get Orders in Tradeshows and Import them to NetSuite with a single click and securely.
Upload Leads from Excel to NetSuite and we will take care of duplicates, invalid emails, bogus data and even rate them.
For FIXED COST and it can be installed on local machine or LAN or HOSTED.
Our SEC Financial Report is customizable and rules driven report. Upaya makes it easy by using a Driver & Rules engine based on department or account or a combination.
Expense Allocation
Allocate your expenses to departments. This application lets you setup your allocation
percentage and allocates dollars accordingly.
Alternatively, you can review the allocation,
change the allocation percentage and verify it
before posting. Total Flexibility.
Reference: KANA, SixApart
Rewards Program
Reward points to your customers for Webstore
Purchases and create brand loyalty. The
Reward points accrued can either be
automatically applied towards future
purchases or Award Coupons/Gift Certificates.
Upaya's Website Package includes Rewards (Customer Loyalty) Program for customer retention, Product Reviews with graphical ratings, Auto Replenishment (Autoship) for ongoing orders, Promotions (Free Product and/or No Sales Tax), Product Availability Notification and Custom pricing.
All this in the NetSuite Shopping Cart.
Reference: Bytes2Print, Beauty Collection, Smashbox, Sunset
Upaya's NetSuite Amazon Integration allows you Import Amazon Orders and Export Shipping Information. The customer matching rules allow you to associate orders with existing customers and only creates new if match not found.
The Reconciliation pacakage allows you to import payments and reconcile amazon sales, commission and returns.
Reference: Sunland International, Noble Sales, BeautyCollection
Upaya automates Usage Billing for storage and communication companies in NetSuite.
The billing drivers are Contract, Monthly Service Fee, and Included/Excluded Usage Units (Monthly/Annual).
Be it per GB or per file or per hour, our solution automates all aspect. It also accounts for purchase history and price breaks.
Reference: CaseCentral, Vello
Upaya's solution enables consulting firms to spend more time on customer projects and less time on manual, repetitive administrative tasks.
A 360° view to track project revenue, costing, timelines, and overages. Click here for details.
Reference: Prospane, LoanToolbox.
Upaya offers seamlessly integrated solution for Schools and Educational Instituites with single repository to manage all aspects.
A 360° view of enrollments, students, teachers, tuition and financials. Click here for details.
Reference: Stratford Schools.
Upaya Sales & CRM package for NetSuite includes Lead Qualification Process & Ratings, Junk & Duplicate Lead Filters, Reminders for Sales Team and Customer Surveys.
Forecasting reports for Opportunity Aging, Time to Close, Lost Analysis, Stalled Opportunities and Regression.Track Lead and
Opportunity Aging down to Product and Sales
Stages.
Reference: KANA, Satmetrix, Vello
Upaya offers a complete Supply Chain Management Solution for NetSuite with UPS and CommerceHub.
Push your POs to the 3rd Party for warehouse management and automate acknowledgement, confirmation receipts and creation of vendor invoices.
Reference: Noble Sales, Health Direct
Dynamic Price Calculations on Estimates/Sales Orders/Invoices based on customer's purchase history, pricing contracts or support contracts. And how about setting up usage billing.
A complete solution to manage Install Base, track Service Contracts and Warranties. We automate Renewals and associate Support Cases with the Service Contracts. No more missed Renewals. Decide your requirements for Depot. Meet Service Level Agreements. All at your fingertips.
Create Blanket Orders for your customers and manage the release/shipping based on predefined custom schedules. Send confirmation emails and manage repeat orders based on customer email response.