Comparison Summary
This comparison report of Upsales vs. Merchant Relationship Management is based on a specific set of business needs and context. The comparison uses 2000 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Upsales and Merchant Relationship Management
Upsales, and Merchant Relationship Management belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.
Merchant Relationship Management focuses on Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.
"Upsales helped us bring sales and marketing together on a global scale " - Silvia Tarchi
"I started my business in 1998 and IRIS CRM is a must-have for a sales organization to grow their business in the current payment processing space. " - Lamont Mitchell
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
Merchant Relationship Management
Focus area
Merchant Relationship Management is better than Upsales for
Software Failure Risk
About
Upsales | CRM & Marketing Automation platform for B2B companies
CRM & Underwriting Platform
Financials
SERIES A
PRIVATE
Business Need
Total Processes
(we found evidences for)
37
53
Total Goals
(we found evidences for)
7
11
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enter new markets internationally or locally
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Increase sales & revenue
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Enhance customer relationships
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Grow market share
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Scale best practices
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Improve efficiency
- See 4 more
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Acquire customers
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Increase sales & revenue
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Enhance customer relationships
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Manage risk
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Improve efficiency
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Improve visibility
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Improve digital and social presence
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Reduce bounce
- See 8 more
Top Channels
Channels Used
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phone calls
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e-mail
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website
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user generated content
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blogs
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chat
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Slack
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text SMS
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social media
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Facebook
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offline
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point of sale
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causes and charity
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support groups
- See 11 more
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phone calls
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e-mail
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website
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user generated content
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blogs
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chat
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Slack
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text SMS
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social media
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Facebook
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offline
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point of sale
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causes and charity
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support groups
- See 11 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
