Head of remote sales

Does your team sell complex services (like insurance) over the phone? It's a lot easier with Upscope.

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Selling without Upscope

THE TEAM STRUGGLES TO SELL BECAUSE

They are only a voice on the phone, there are no visuals
The customer can't see the caller's credentials
The sales team can't set up screen sharing with every customer

Selling with Upscope

THE TEAM FEELS ENERGIZED BECAUSE:

They can show the customer a presentation with one link
They can scroll with the customer through the presentation and build trust
They can engage the customer, complete forms and guide them through sign-up there and then

What are the signs a remote sales team needs Upscope?

Customers don't trust the caller
Customers don't understand the offer or the process
Customers are disengaged and looking to hang up

Here is why they use Upscope

Send a link to the customer leading to your presentation. When they click it, you instantly begin a co-browsing session and see what they see.
Draw on their screen to point at the parts of the presentation you're discussing. Fill in forms with them. Navigate through the entire process together.

Get up and running this week and change your sales team's lives.

There's low change management and training. It's a visual tool.

It's Secure. Upscope is used by some of the largest banks and health companies in the world alongside regular SaaS companies.

Run it for 2 weeks without charge and just watch how your team reacts.

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Customer stories

How Freedom Debt Relief transformed their onboarding process with Upscope

Customers fill in an initial data collection form
An onboarding agent would reach out via telephone to qualify to applicant
Whilst on the phone, the onboarding agent would initiate a co-browsing session
From there, both the agent and customer will move through FDR’s onboarding slide deck until completion

Read Customer Story