A recommended next play for every account
Point your AI agent at the Upside MCP and it can weigh your playbook against each account's full context, calls, emails, meetings, and CRM history, then surface the play that fits, the message that lands, who to target next, and the discovery questions for their stage. One prompt covers hundreds of accounts, not one.
Turn your closed-lost list into win-back kits
Use the Upside MCP and Deep Research Agents to build a re-engagement one-pager for every closed-lost account: why it stalled, what has changed since, the decision makers and tech stack from past calls, and the specific hook that reopens the conversation.
Pull a one-page account brief before any call
Point the same tooling at a live account and the Upside MCP can assemble a dossier on demand: situation, people, recent activity, risks, and renewal dates, ready before a QBR or a renewal conversation. Build it once, and your CSMs and AEs can regenerate it whenever the account moves.
Multi-thread every deal before it stalls
See multi-threading the way it actually is, not the way the CRM records it. Upside's buying-group detection recovers who is really engaged on every deal, so your multi-threading reporting is truthful: it flags single-threaded deals early and shows exactly where to add a thread, so you can act before they stall.
Comply runs AI milestone analyses automatically on every open and recently won opportunity, 3,592 and counting, account insight impossible to generate manually.
"We are like kids in a candy shop digging into accounts and opportunities."
Wendy Werve, CMO
Read Comply case study →What you get when every account has a next step
Coverage that scales without headcount
Dossiers, kits, and plays generated in batches across whole target lists. The research that used to take a week per account runs across the entire list in a single pass.
Reps act on context, not guesswork
Every recommendation is grounded in what the account actually said and did: the calls, emails, and meetings already in your systems, not a generic playbook applied blind.
Closed-lost becomes a pipeline source
Win-back kits turn your closed-lost list into a prioritized re-engagement program, with specific hooks per account instead of a generic blast.
What our customers say
“What used to take 2-3 hours I can now do in a few clicks, and it's made me a smarter operations person than I've ever been in my career.”
Charlie Flanagan
Head of GTM Ops · Dscout
“It helped us validate that what we thought was true was actually true. We were just not seeing the impact of the ADR function like we needed to.”
Amy Wellersdick
Director of Marketing Ops · Syndio
Questions? Answers.
Is this out-of-the-box functionality or something we build?
How does Upside know who's in the buying group?
Does Upside take sales notes into account?
Put a next play on every account
See what win-back kits, dossiers, and next-best-plays look like on your own accounts.