Upsales integration for IntraManager

By integrating Upsales with IntraManager, you can pull data from core sales areas such as:

• Meetings: Track booked, completed, and cancelled meetings
• Activities: Monitor calls, emails, and other sales efforts
• Orders and opportunities: See pipeline value, order status, and order lines
• NPS: Monitor customer experience and trigger action if the score drops
• Calls: Get insights into call volume and distribution across team members

IntraManager doesn’t just help you see your numbers it helps you act on them.

• Enable notifications that trigger when orders close, NPS drops, or activity is lacking
• Run slideshows showing pipeline data and performance on big screens in the sales department
• Engage your team with gamification competing for most calls, highest order value, or shortest lead time

Need help with the setup? Contact our support team.

• Connect Upsales with IntraManager
• Select the datasets you want to visualize meetings, activities, orders, etc.
• Design dashboards that reflect your KPIs and sales processes
• Use notifications and slideshows to engage the team