UBA Home Page

Is this you?

Are you struggling to manage information?

Are you time poor / are you wasting time?

Do you have customer information on bits of paper all over the place and want to get organised?

Are you using a spreadsheet to keep track of leads and its getting too big and difficult to manage?

Do you wish your systems could be automated?

Are you struggling to forecast sales, or keep track of what your sales team is doing?

Is your brain overloaded because you haven’t a workable system to manage information?

Are you managing contacts in more than one location?

UBA can help

no more confusion

no more duplication

no more forgetting to do ‘x’ or ring ‘y’

get organised

have peace of mind

be an electronic PA

save you time and money

improve your professional image

get free from the office

improve your productivity

improve your sales results

improve customer retention

help you become a relationship master!

UBA organises the things you need to do, it reminds you you when they are due and it helps you find the information that you are looking for

Features

Create new contacts and maintain information about them such as names, addresses, phone numbers, email addresses, birthday, general notes etc

Record and manage interactions with contacts such as emails, telephone calls, meetings, conversations, sales.

Track referrals and complex relationships between contacts

Record referrals & relationships between contacts, with or without a purchase taking place

Track and forecast sales activities (MLM -both sales and recruiting activities)

Search contacts based on various criteria such as name, location, event, type of contact

Reports based on various criteria

Plan and manage events, campaigns and projects

Accept and record bookings for attendance at event.

Activity & Task management

Duplicate record checking

Ability to send emails and produce address labels

Stock Management

Automated Reminders and Recurring Tasks

In built calendar and timetable

Import & Export capabilities

Reports on key performance metrics (dials, connections, meetings held, sales made etc)

Document Storage & Retrieval eg product information, training materials

Customisation

Specific Features for Direct Selling / Multi Level Marketing

Identify and manage recruiting opportunities

Multiple contact classifications per contact (customer, wholesale buyer, business builder, leader)

Support for coaching members (eg activity reports, performance metrics)

Support for building new leaders (eg. information packs from knowledge base)

Manage a loosely coupled sales team

Functionality for planning and managing a personal development and training plan

Able to share data with core team of business builders.


Is this you?
Are you struggling to manage information? Are you time poor / are you wasting time? Do you have customer information on bits of paper all over the place and want to get organised? Are you using a spreadsheet to keep track of leads and its getting too big and difficult to manage? Do you wish your systems could be automated? Are you struggling to forecast sales, or keep track of what your sales team is doing? Is your brain overloaded because you haven’t a workable system to manage information? Are you managing contacts in more than one location?		UBA can help no more confusion no more duplication no more forgetting to do ‘x’ or ring ‘y’ get organised have peace of mind be an electronic PA save you time and money improve your professional image get free from the office improve your productivity improve your sales results improve customer retention help you become a relationship master!
*UBA organises the things you need to do, it reminds you you when they are due and it helps you find the information that you are looking for*
Features Create new contacts and maintain information about them such as names, addresses, phone numbers, email addresses, birthday, general notes etc Record and manage interactions with contacts such as emails, telephone calls, meetings, conversations, sales. Track referrals and complex relationships between contacts Record referrals & relationships between contacts, with or without a purchase taking place Track and forecast sales activities (MLM -both sales and recruiting activities) Search contacts based on various criteria such as name, location, event, type of contact Reports based on various criteria Plan and manage events, campaigns and projects Accept and record bookings for attendance at event. Activity & Task management Duplicate record checking Ability to send emails and produce address labels Stock Management Automated Reminders and Recurring Tasks In built calendar and timetable Import & Export capabilities Reports on key performance metrics (dials, connections, meetings held, sales made etc) Document Storage & Retrieval eg product information, training materials Customisation		Specific Features for Direct Selling / Multi Level Marketing Identify and manage recruiting opportunities Multiple contact classifications per contact (customer, wholesale buyer, business builder, leader) Support for coaching members (eg activity reports, performance metrics) Support for building new leaders (eg. information packs from knowledge base) Manage a loosely coupled sales team Functionality for planning and managing a personal development and training plan Able to share data with core team of business builders.