Upsell Signals

Track account health, auto-create tasks, drive upsells

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Grow your portfolio by monitoring Upsell signals

Determine which account is ready for an upsell. Auto-create tasks for your success team to increase upsells.

See Platform in action

Monitor product usage and create upsell segments

  • Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account
  • Monitor product usage to determine the engagement level of an account. Determine which account is ready for upsell

Auto create alerts and tasks

  • Auto create alerts for high license utilisation
  • Create tasks for CSM for Upselling
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CSM Portfolio Tracking
View status of all accounts in the CSM portfolio in one glance
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Customer Success Dashboard
Get view of all customer accounts in your portfolio
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AI Retention Probability
Knowing which customers are going to renew is easier
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