Comparison Summary
This comparison report of Yardi Matrix vs. Upsales is based on a specific set of business needs and context. The comparison uses 432 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Yardi Matrix and Upsales
Yardi Matrix, and Upsales 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.
Yardi Matrix covers Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, etc.
Upsales focuses on Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.
"A few years ago we signed on for a national account with Yardi Matrix at the urging of our Investment Sales Advisors and Mortgage Bankers. Everyone is happy with the product and the data. The navigation is even easy enough for those with lesser tech... skills. Our people have confidence in the data and the detailed reports are widely used in our offices around the country. " - Terri Rubin
"Upsales was a game-changer for us,” says Christian. “We’ve unified sales and marketing to create one team that’s laser-focused on revenue. We’re not just generating more leads, we can understand why people are buying from us, where new opportunities... lie and how we can improve our engagement programs. This is what modern sales and marketing look like. " - Christian
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About
Yardi Matrix: Commercial Real Estate Data and Research
Upsales | CRM & Marketing Automation platform for B2B companies
Financials
SERIES A
Business Need
Total Processes
(we found evidences for)
11
37
Total Goals
(we found evidences for)
5
7
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Grow market share
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Enter new markets internationally or locally
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Increase sales & revenue
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Acquire customers
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Improve efficiency
- See 2 more
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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
Top Channels
Channels Used
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phone calls
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offline
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games
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e-mail
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events
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trade shows
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user generated content
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blogs
- See 5 more
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phone calls
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offline
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games
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e-mail
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events
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trade shows
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user generated content
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blogs
- See 5 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
