Onboarding & Training
Previously used software Omni CRM
Internal Sales Team Leader
Incorporated in the year 2011, Upanal provides service and maintenance programs for all CNC machine services. Upanal is a wholesaler and dealer of Milling Machine, Turning Machine, CNC Machine Spare Parts, and many more.
Headquartered in Bengaluru, Upanal provides customized service and maintenance programs, which can range from “care” maintenance of a technically impossible CNC machine to a masterpiece of its kind.
As a growing business, Upanal CNC Solutions believes in providing quality service at competitive prices by understanding & catering to clients’ requirements. As the clientele base was growing quickly, Upanal needed a coherent system that could give them an exact picture of their sales pipeline.
Upanal needed a CRM that would help organize their sales team’s work and reduce errors in data collection. They needed software that could help their sales team consistently follow up with their clients and improve the chances of lead conversion.
As Upanal explored how technology could solve the challenges they were facing, they began to look for a CRM, an alternative to the one they were using.
With the transparency, Kylas provided, Upanal was able to view each customer’s activity log in one single place. Since they needed all the information related to every client, lead, and deal in one place, including contacts, calls, past meetings, opportunities, etc., Kylas helped them to improve the visibility of their sales pipeline.
When asked about the top three features that Poonam liked about Kylas, she mentioned its capability to create custom reports and give insights into the sales performance, the automated workflows that allowed automating the sales processes; and the in-app notifications that keep the sales rep updated.
Our sales process before Kylas was really unorganized. Finally, we have a solution where we can consolidate all the details and still have transparency.
Thanks to Kylas, we are continuing to grow. Also, Kylas keeps adding new feature sets; we would like to explore those features as well that fit our sales process,” Poonam added.
“In the years to come, with the necessary processes in place, we will be more capable of providing services of the highest level and to the complete satisfaction of our clients.”
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