UpShot integrates online CRM with desktop apps

UpShot will announce next week that it has integrated its online customer relationship management offering with popular desktop applications to boost sales representative productivity.

UpShot Office -- which is available online or offline -- integrates the UpShot CRM solution with Microsoft Word, Excel, and PowerPoint and other desktop applications, enabling salespeople to generate quotes, proposals and presentations about their deals and prospects, according to company officials.

"[Sales] representatives do not just work with the CRM system," said Julie Choi, vice president of marketing at Mountain View, Calif.-based UpShot. "They work with all these other tools. We can create an Excel spreadsheet that has 'what if' scenarios. If I offer them this type of discount, what's the margin I'm going to make? We've made it so that it's seamless and totally integrated."

UpShot Office gives sales teams access to UpShot data from desktop applications -- even when an Internet connection is not available -- so they can manage sales activities such as adding or editing their accounts, contacts, leads, to-dos, appointments, and notes, company officials said. They can also configure products and generate personalized proposals, quotes, contracts, and presentations on the fly.

In addition to the offline option, UpShot Office also features UpShot Office Connect, APIs that link sales data in UpShot with desktop applications such as Excel, Word, PowerPoint, and other third-party solutions. For example, users can link information in UpShot with third-party applications for accounting, e-mail, pricing, and configuration.

The new product will be available in June.

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