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Increase transparency in your Sales Department

Increase transparency in your Sales Department

Soon, all our clients - forex brokers - will receive an exceptional tool for their sales department management: the Sales Interface within their UpTrader Forex CRM.

The sales department is the heart of your business operations. The speed at which they process requests, the flexibility of tools they use to call and retrieve client history, their ability to flag clients and plan deposits, all contribute to your success. But beyond this, you need to control and manage the process, have transparent analytics, and possess tools to encourage your sales team. Our new Sales Interface within the UpTrader Forex CRM allows you to enjoy all these benefits. Here are some, but not all, of the features you can use.

  • Client Distribution Settings

You can assign clients from different countries and with varying deposit amounts to specific managers or partners, thus enabling personalized service for important clients.

  • Manager Access Settings

Determine if your managers are authorized to provide personal bonuses to clients, approve withdrawals, access partners' reports, and more. You have full control.

  • Sales Department Analysis

Employ charts and dashboards to evaluate the performance of your sales department.

  • Planned Deposits

This tool allows management to gain clear insight and subsequently assess whether business objectives have been met by month's end.

  • Sales Percentages

Inspire your sales team by devising individual incentive programs.

  • Logging

We archive all client history, such as deposit/trade history, communications with the support team, old personal data like phone numbers, emails, addresses, documents, etc.

 

To request a demo, please contact us at salesteam@uptrader.io.

Your UpTrader Team

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Exciting Features for Your Sales Department in UpTrader CRM

Exciting Features for Your Sales Department in UpTrader CRM

As we previously mentioned, our Sales Module is nearing completion and will soon be available in UpTrader Forex CRM. While we all eagerly await the major announcement about the Sales Interface release, we would like to give you a glimpse into what your sales department will be able to accomplish in their new workspace.

Here's a brief, yet far from exhaustive, list of features that will be available to your sales team:

- Quick Calls:

Sales representatives can directly make calls from the client list, eliminating the need to open a separate window for each client, thus streamlining the workflow.

- Lead Quality Evaluation:

Sales representatives can flag promising leads and identify bogus registrations, helping save time and avoid wasting efforts on non-viable contacts in the future.

- Previous Conversation Archiving:

The system archives past conversations, providing valuable insights for effective client communication and expectation management.

- Task Postponing:

Our interface allows managers to postpone tasks if they cannot complete them immediately, or they can schedule future calls with clients.

- Deposit Attempts:

When a client attempts a deposit, the system generates a task for the manager to ensure prompt follow-up.

- Access to Marketing Metrics:

Managers can access key marketing metrics like UTM, special offers, and registration page details in the client profile, which are crucial for understanding client motivations and identifying sales opportunities.

- Planned Deposits:

This feature aids sales representatives in meeting their targets and provides management with an overview of their team's projections.

- Manually Allocated Bonuses:

To expedite a sale, managers have the flexibility to offer individual bonuses to specific clients.

 

To request a demo, please contact us at [email protected].

Your UpTrader Team

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Sales Interface Development: Now Entering Testing Stage

Sales Interface Development: Now Entering Testing Stage

We're glad to announce that our work on developing the Sales Interface for the sales department has been completed and the module is now in the testing stage.

Sales Interface is the sixth and final module of the UpTrader Client Relation Management (Forex CRM), which has been developed specifically for brokers. Admin, Back Office, Client, Partner, and Copy Trading Platform Modules are already operational. Hence, the most anticipated and significant module is now ready.


We are excited about this latest development and trust that you will be too. The Sales Interface promises to revolutionize your sales team's processes, making them more efficient, focused, and result-oriented.

Keep an eye on our updates, you wouldn't want to miss out on any important announcements regarding this breakthrough tool. Remember, you can book a demo now to get an exclusive sneak peek at what the Sales Interface offers. Reach out to us at [email protected] to reserve your spot.

Thank you for your continued trust in UpTrader. We're committed to providing tools and services that help you excel in your business, and we're confident the Sales Interface will be another key component in achieving this goal.

Stay tuned!

Your UpTrader Team

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UpTrader Has Dropped a Fresh Website Design

UpTrader Has Dropped a Fresh Website Design

We are thrilled to announce an update to our website. The new, more dynamic and fresh design can already be seen on our homepage and will soon be extended to all sections of our website.
 

"The former design completely met our needs and was convenient for our customers, but our company continues to grow and evolve. Since the last update, we have introduced many new services and have made numerous improvements", shared UpTrader's CMO, Elena Berestovaya.
 

In anticipation of the launch of the long-awaited Sales Interface Module, we believe it's time for a refresh of our company's visual image. Our aim is to reflect the dynamism and innovative approach that characterizes our work in the new design. We believe that the revamped design of the website will reflect the active development of UpTrader and will be beneficial to our customers.
 

Stay tuned for updates as we will definitely share details about the launch of the Sales Interface module. We are confident that this will be a significant step in the further development of our company and the services we offer to our customers.

 

Your Uptrader Team

 

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The Affiliate Program in UpTrader Forex CRM has been integrated with the cTrader Platform

The Affiliate Program in UpTrader Forex CRM has been integrated with the cTrader Platform

Recently, we shared news that the Bonus program for the cTrader platform has been fully launched, enabling brokers to initiate marketing

campaigns for existing clients and to attract new ones. We're now pleased to announce that the Partner program has been fully integrated with cTrader, allowing brokers to continue their global expansion with a convenient tool. Let us remind the basic features of the Partner program in UpTrader CRM.

 

Rewards

Brokers have full autonomy over how they reward their partners. They can set a reward percentage of profits or commissions or decide on a fixed payment per lot. The broker determines how t

hey will compensate each partner. Moreover, the Partner program includes an automatic deduction of bonuses from the reward sum. This setting is particularly useful for partners whose referred clients receive bonuses on their trading accounts. The referred client's trading account equity is a combination of their personal funds and bonus funds. Therefore, the bonus amount that forms a part of the equity impacts the potential rewards a partner can receive. In essence, the more the equity is made up of bonus funds, the less the partner's reward will be. This characteristic enhances flexibility and transparency in reward management for partners, enabling them to strategize better towards their business objectives. Thanks to the Bonus Coefficient, partners can now prioritize securing high-value clients who deposit significant amounts and trade regularly, all the while being unconcerned about bonus funds influencing their rewards.

 

Frequency of Partner Rewards

The standard frequency of partner reward payments can be customized individually for each partner, based on their preferences. For partners interested in swift access to their rewards, we have a Daily Instant payments feature. These rewards are immediately ready for withdrawal each day, eliminating the need for back-office consent. We also have an option for Monthly Instant payments, where rewards become readily available for withdrawal at the onset of each new month, again without the need for back-office approval. For partners who prefer to scrutinize their rewards prior to withdrawal, they can opt for Monthly Delayed payments. This system enables the rewards to be withdrawn a certain number of days after the beginning of a new month, providing your back-office team with the opportunity to evaluate and modify the rewards if necessary. Our platform is also equipped with an automatic reward payment functionality that can be turned on or off as per the partner's preference. Recognizing that some partners may want greater control over their reward disbursement, we provide an option that mandates back-office approval for all new reward allocations.

 

Other Features

There are numerous features and special settings in the Partner program, for example, the default rebate program, the ability to view phone numbers and email addresses of clients who use partner codes, access to the SUB IB tree, and more. To learn more, ask our sales department for a demo or contact our team via [email protected], or through our live chat.

 

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UpTrader has dropped Two-Factor Authentication

UpTrader has dropped Two-Factor Authentication

In a bold move to boost security, UpTrader, the leading trading software solutions provider, has announced the introduction of two-factor authentication (2FA) to its UpTrader CRM's Trader's Room, a dedicated personal trader's space.

The two-factor authentication is an additional security layer designed to ensure that traders are the only ones who can access their accounts, even if someone else knows their password. This feature is expected to significantly enhance security, reducing the risk of unauthorized access and potential fraud.

Though this feature comes as part of the new security update, it is turned off by default. However, brokers can easily activate it for their clients via the CRM settings. This provides brokers with the flexibility to customize the security measures of their client accounts, based on their unique needs and preferences.

"We believe that the new two-factor authentication feature is a crucial security upgrade that could greatly benefit our users," said an UpTrader spokesperson. "While our primary objective is to provide a secure trading environment, we also want to offer our users the flexibility to control their own security settings. This enhancement serves to meet both these objectives."

The company hopes that this added layer of security will increase user confidence and satisfaction, ultimately promoting a safer and more secure trading environment.

UpTrader continues to showcase its commitment to the safety and satisfaction of its clients with this new feature. Traders and brokers worldwide will now be able to enjoy an extra level of security, bringing a renewed peace of mind in the fast-paced and often risky world of trading.

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