See you in Dallas

Upswing looks forward to exhibiting at the Technology Tools for Today Conference - 2009. Held at the Dallas Continental this week, we think it's one of the best venues where financial advisors and vendors can get together to learn what's new. Look for us at the show if you're going and stop by our booth for a demo of Upswing CRM for Financial Advisors.

For more information about the Technology Tools for Today Conference, see the publication Virtual Office News. 

» Permalink

Webinars on the Upswing

We just hosted our first webinar and demo and had as our guest speaker Roy Jones of Aegis Wealth Management, affiliated with LPL Financial. Roy is a tech savvy, successful financial advisor and a power-user of Upswing CRM. It was very well-attended and the feedback has been fantastic. We promoted it via EventSpan.com (pictured above), the search and syndication service for web events; see the event listing here.

Web events are a great way to educate prospective customers about a product, and, in our case, having one of our customers provide some color as to how he and his firm use the "Team Plan" in Upswing CRM is a great way to share its features and benefits. We'll soon be publishing a regular schedule of webinars to customers and partners to join. Sign up here for the webinar series schedule.

» Permalink

After Labor Day, Reduce Your Labor

Back to work. ...Welcome back to the increasing scarcity of time to get stuff done in our modern age. Now that we've officially launched Version 2.0 of Upswing CRM, we'll be highlighting its key attributes, one of which is time-savings. We've received many complimentary emails from our customers who signed up during our quiet launch in recent weeks and one of the things they're happy about is the time-savings they get when using Upswing compared to their previous CRM solution. As we're noting, Upswing requires less keystrokes - less labor - than competing systems to perform frequent, everyday CRM actions. If you're a daily power-user of CRM, on Upswing you can literally save 2 to 4 weeks of time (or more) in a given year based on the time-savings associated with reduced labor in using Upswing vs competing vendors.

» Permalink

Penalty on Salesforce: Complexity!

View more click comparisons

» Permalink

Penalty on Salesforce: Labor intensity!

View more click comparisons

» Permalink

Penalty on Salesforce: Inefficiency!

View more click comparisons

» Permalink

Let the Games Begin: Salesforce vs. Upswing

Some CRM implementations fail in part because of laborious complexity and user fatigue, and we think the click contests in the ensuing posts between Salesforce and Upswing's forthcoming new version release speaks for itself. We're doing strict apples-to-apples comparative analysis with frequently performed actions and counting the clicks it takes each system to execute them. It's one measure to gauge the efficiency of an on-demand CRM product.

The reduced labor and increased efficiency of Upswing CRM associated with these frequently performed actions is representative of the entire Upswing application. When amplified over the course of a year in using the Upswing product, a significant amount of labor reduction and time savings is accrued relative to laborious CRM systems, not to mention increased productivity and user satisfaction.

» Permalink