Illustrate and Streamline your Customer Acquisition Journey with NetSuite


Looking to understand the true impact of your customer journey from discovery to close? The first thing you will need is a comprehensive view of the entire process. Without a complete integration between sales and CRM, you’ll find that journey is often disconnected at crucial phases, allowing potential customers to fall through the cracks.

The Upaya Sales and CRM package looks to not only fill those gaps but optimize your sales team’s performance with junk/duplicate lead filtering, sales team reminders, customer surveys, and lead qualification process and ratings.

See what your future holds with real-time forecasting from multiple sources compiled into single sheet reporting for opportunity aging, time to close, lost analysis, stalled opportunities and regression.


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