UppSales: The Flexible Platform to Manage and Empower Every Type of Sales Force

The world of sales is a complex and diverse ecosystem. There is no one-size-fits-all structure. You have suppliers with their in-house sales teams, individual sales agents working dedicatedly for a single company, dynamic multi-line agents managing catalogs from various suppliers, and finally, structured agencies that coordinate teams of multi-line agents. Each of these realities has unique needs for management, control, and operations.

How can a single software platform adapt to such different scenarios? The answer lies in flexibility and scalability—two core principles upon which UppSales was built. We have created a tool that doesn’t just serve but molds itself around your specific sales structure, whether you’re a single professional or a company with dozens of collaborators.

A Subscription That Grows with You

Our philosophy is simple: you only pay for what you need. The UppSales pricing model, managed through the security and reliability of Stripe’s automatic payments, is designed to be completely scalable. Your subscription cost adapts based on clear and measurable parameters:

  • Number of Agents: Whether you’re on your own or managing a team of 2, 10, or 50 agents, you can add or remove licenses at any time.
  • Number of PDFs and Storage Space: Is your product offering growing? Are you adding more suppliers and catalogs? Your plan adjusts to the space needed to host your PDFs and product images, always ensuring peak performance.

This flexibility allows you to start with a modest investment and scale the platform in parallel with your business, without constraints or hidden costs.

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Granular Control: Assign Suppliers and Define Permissions

The true power of UppSales for those managing a sales force lies in its granular control system. The account administrator has the full power to orchestrate the team’s work, precisely defining who can do what.

  1. Supplier Assignment (Agents Suppliers): In an agency with multi-line agents, it is crucial that each agent sees only the catalogs and price lists of the suppliers they are authorized to represent. With the Agents Suppliers feature, you can create a direct association between an agent and one or more suppliers. When the agent logs into UppSales, their workspace will be clean and focused: they will only see the products, suppliers, and data relevant to their mandates. This not only simplifies their work but also ensures maximum data confidentiality.
  2. Editing and Sales Permissions: Not all agents have the same role or the same level of autonomy. The administrator can decide the operational power of each user through simple checkboxes:
    • Edit Permission: Do you want a senior agent to be able to update customer records or upload new products? Enable this permission. Prefer a junior agent to be limited to creating orders without modifying system data? Leave it disabled. This allows you to protect the integrity of your information.
    • Locked Prices and Locked Discounts: This is a crucial feature for commercial control. You can decide whether an agent, when creating an order, must strictly adhere to the prices and discounts defined in the pricelist or if they have the authority to modify them. As seen in the order image, the “Unit Price” and “Discount” fields can be made editable or locked. This gives you the power to implement rigid pricing strategies or grant negotiation flexibility only to your most experienced agents.
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An Empowered Workflow for the Agent

For the agent in the field, this translates into a fluid, clear, and powerful work experience. They access their dashboard, immediately find their assigned suppliers, use the revolutionary clickable PDF catalogs to build an order in seconds, and, depending on their permissions, apply the commercial terms agreed upon with the client. All of this from any device, both online and offline.

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Have Unique Needs? Discover Our Tailor-Made Solution

We understand that some companies have workflows so specific that they require a completely custom solution. While UppSales is the perfect tool for most sales forces, for the ones that need deep customizations, Weblink (the parent company) offers its two decades of experience with uppordini.it. This is our long-standing platform, a product that can be completely adapted, modified, and integrated to provide a tailor-made response to your company’s unique needs.

Whether you’re a lone wolf in sales or the leader of a large team, UppSales provides the control, flexibility, and power you need. Discover how we can structure the platform around your success.

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