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Upsales vs Simpleview DMS: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upsales vs. Simpleview DMS is based on a specific set of business needs and context. The comparison uses 493 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Simpleview DMS

Upsales, and Simpleview DMS 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.

Simpleview DMS focuses on Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, etc.

"Obviously, the most important thing with CRM is user-friendliness. " - Stefan Stockhaus

"We looked around, and went through an RFP process like I think most people do, and Simpleview clearly rose to the top. We were impressed by how many clients Simpleview had. We were impressed by the website designs and we were impressed by the CRM ca...pability and how we could house everything in one place and have one system that everything else worked off of, which was really important to us. We wanted to streamline the processes within our office to be more efficient, to be more productive, to get better member engagements and this was an opportunity to do all of those things. " - Tony Cameron

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.


logo Upsales

Focus area

Upsales is better than Simpleview DMS for

Software Failure Risk

  • medium

logo Simpleview DMS

Focus area

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

Destination Management System most advanced solution

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

37

24

Total Goals
(we found evidences for)

7

4

Top Processes

Evidences indicate better relative satisfaction


generation of new leads




engagement management

engaging and following up



workflow management


training & onboarding




account management


competitive intelligence





social media management

social media analytics



sales document management

proposal & quote management


helpdesk management


communication management


distribution management


content publishing


content management

content publishing



Top Goals

Goals Achieved

  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 more
  • Grow market share

  • Improve digital and social presence

  • Acquire customers

  • Improve stakeholder relations

  • See 1 more

Top Channels

Channels Used

  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more
  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

No Data

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting