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Description
Explore the truth behind deal results from your buyers' perspectives and discover strategies to secure more opportunities. By identifying hidden gaps in your sales experiences and processes that are only visible to your buyers, you can enhance your chances of success. Gain insights into your competitors' strategies to adapt to your market and learn how to maintain an advantage. Recognize accounts that are at risk and enhance customer satisfaction by understanding your clients' needs and expectations. B2B companies that analyze previous deals often experience a significant rise in win rates, sometimes reaching as high as 72%. Engaging in deal analysis and gathering buyer feedback allows you to eliminate biases regarding the reasons for your successes and failures, leading to actionable insights that empower each sales representative to achieve more. Win-Loss Analysis reveals valuable sales and marketing insights for your organization while fostering collaboration among all customer-focused departments. Additionally, you can implement targeted programs to examine how the sales experience influences deal outcomes and how your buyers view competitors within your industry. This comprehensive approach not only sharpens your competitive edge but also deepens your understanding of the market landscape.
Description
ShiftUp is a sales intelligence platform driven by AI that is seamlessly integrated within Salesforce, designed to assist enterprises in identifying and capitalizing on hidden revenue opportunities throughout their account portfolio. The platform persistently examines extensive account collections, often comprising numerous accounts for each representative, to identify inactive or underutilized accounts that may present lucrative deals. By providing prioritized and actionable insights directly within Salesforce, ShiftUp brings valuable opportunities to the forefront. It recognizes early warning signs such as changes in technology stacks, new executive appointments, mergers and acquisitions, regulatory changes, or budget increases, offering what it terms “premium revenue signals” that frequently suggest a strong possibility of upcoming purchases. Furthermore, for each account, it can create comprehensive stakeholder maps detailing economic buyers, technical evaluators, and decision influencers, along with insights into budget trends and the competitive landscape, effectively equipping sales professionals with a thorough understanding of whom to engage and the optimal timing for outreach. This level of insight ultimately empowers sales teams to maximize their efforts and drive greater revenue growth.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
$45 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Primary Intelligence
Country
United States
Website
www.primary-intel.com/services-solutions/
Vendor Details
Company Name
ShiftUp
Founded
2025
Country
United States
Website
shiftupai.com
Product Features
Competitive Intelligence
Alerts/Notifications
Benchmarking
Competing Product Analysis
Keyword Tracking
Social Media Monitoring
Trend Analysis
Website Monitoring
Product Features
Revenue Intelligence
Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions