Know who is ready to Upgrade
Grow your portfolio by monitoring Upsell signals
Increase upsells and drive growth
Determine which account is ready for an upsell. Auto-create tasks for your success team to increase upsells.
Monitor Product Usage
Monitor product usage to determine the engagement level of an account. Determine which account is ready for upsell.
Active User Alert
Watch out for upgrade opportunities. Auto-create alerts for high license utilization.
Portfolio
Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account.
Taskboard
Everyone creates onboarding playbooks. Think beyond customer onboarding. CustomerSuccessBox allows you to create playbooks to determine when an account is ready for an upgrade.