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Identify high-value accounts with strong engagement and high product utilization. Use data to capture expansion opportunities, secure renewals, and deliver personalized campaigns that accelerate growth.
Strengthen the connection between sales and customer success teams. Bridge gaps and enable your team to collaborate effectively, turning CS insights into actionable upsell and cross-sell wins.
Simplify complex sales workflows and align every step with your broader strategy. Eliminate inefficiencies and maintain a customer-first approach that creates predictable revenue.
Empower your sales strategy with proven templates that help execute expansion plays, stakeholder engagement, so you can deliver consistent value and measurable results across the customer lifecycle.
“Success is revenue. You get success right; your revenue is coming.”
Expansion opportunity management
Easily act on each expansion opportunity identified by CS directly from your CRM.
Upsell revenue dashboards
Track progress to your expansion targets in a single dashboard.
SuccessBLOCs — expansion workflow templates
Proactively identifying and managing upsell opportunities with pre-built expansion programs.
Customer
campaignsDrive revenue growth with strategic campaigns designed to boost customer awareness of your new products or services.
