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Ready to supercharge your sales ops? We're here to help.
Not sure if we're the right fit? Let's chat anyway. We love talking sales ops and are always happy to point you in the right direction, even if it's not towards us.
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Looking for something specific? Reach our to our team with specific inquiries below.
Frequently Asked Questions
How does your pricing model work, and are there any hidden fees?
Our pricing is transparent and tiered based on service level. We offer monthly, quarterly, and annual plans with no hidden fees. All costs are clearly outlined before you commit, and we're always happy to provide a detailed breakdown of what each plan includes. We also offer a 14-day money-back guarantee
What makes your sales ops services different from an agency?
We combine deep sales ops expertise with a flexible, results-driven approach. Unlike many agencies, we offer month-to-month options, focus on measurable outcomes, and provide a unique blend of strategic insight and hands-on implementation.
How do you ensure data security and privacy when working with our CRM and sales data?
We take data security extremely seriously. All Upfront reps use 1Password business-tier password managers with biometric hardware two-factor authentication methods. We never send passwords over email or chat nor do we share logins for our internal tools amongst Upfront reps.
When logging into your systems, we use DNSSEC and DNS-over-HTTPS nameserver encryption via a self-hosted VPN, follow strict data handling protocols, and sign comprehensive NDAs. Our team is trained in data privacy best practices, and we're compliant with major data protection regulations like GDPR and CCPA.
All data transfers are conducted through end-to-end encrypted channels using TLS 1.3 protocols as is standard with all major SaaS platforms you already use. We employ a zero-trust network architecture, ensuring that every access request is verified, regardless of its origin. We are also currently working towards SOC 2 Type II compliance.
For data storage, we utilize AES-256 encryption at rest and implement strict access controls based on the principle of least privilege.
We conduct regular security awareness training for all employees, covering topics such as phishing prevention, secure coding practices, and incident response procedures. Our internal systems are protected by advanced endpoint detection and response (EDR) solutions. Further, we have a credential offboarding policy in the event there are any internal changes on our team.
In the unlikely event of a security incident, we have a documented incident response plan in place, including an expert ready to act 24/7. We commit to full transparency with our clients, providing prompt notification and detailed updates in case of any security concerns.
By partnering with Upfront, you can be assured that your data is protected by industry-leading security measures, allowing you to focus on what matters most – growing your business.
Can you work with our existing tech stack, or do we need to switch to specific tools?
We're tool-agnostic and experienced with a wide range of CRM and sales tools. We'll work with your existing stack, optimizing what you have. If we see opportunities for improvement, we'll suggest alternatives, but the decision to switch is always yours.
What kind of results can we expect, and how quickly?
Results vary based on your starting point and chosen plan, but we always aim for quick wins alongside long-term improvements. Typically, clients see initial results (like reduced manual data entry or improved lead response times) within the first month. More substantial improvements in sales efficiency and revenue usually become apparent within 3-6 months of consistent optimization.