Head of remote sales

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

Selling without Upscope

  • 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

  • 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.

Customer stories

How Freedom Debt Relief transformed their onboarding process with Upscope

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
4.7 / 5 from 100+ reviews

Try Upscope for free

Upscope is used by hundreds of companies of all sizes to deliver an incredible standard of customer support.

  • "Our data shows Upscope has cut our onboarding team's call time by 27%, which is fantastic."

    Cainen Gerety
    EX Sales Manager at Square