Know the next play for every account
Pair the AI agent your team already uses with the Upside MCP, and turn everything that actually happened on an account, every call, email, meeting, and CRM record, into next-best plays, win-back kits, and on-demand briefs. Coverage for your whole book, not a hero account a week.
Opportunity
Beacon Labs · 7.3 Pilot
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.
Next Best Play · Acme Logistics
ranked across 8 playsRecommended action
Champion Revival → reach out to net-new VP Marketing
Lead with the integration that shipped this quarter (their stalled objection). Reference the prior champion's scoping notes from the Q3 call. Suggest a 20-min reset.
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.
Win-Back Kit · 1 of 99
Acme Logistics
Closed-Lost · Q2 last yearNarrative
Evaluated alongside two competitors. Stalled on integration gaps + champion departure. 14 calls, 38 emails on file.
Decision makers
Shipped since
Stack (from calls)
Re-engagement hook
"Last June you flagged the HubSpot gap. That shipped in March. New champion in seat. Worth a 20-min reset?"
Synthesized from CRM history, call transcripts, email threads, and product changelog by Upside MCP.
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.
Customer Dossier · 1 of 240
Acme Logistics
Renewal · Mar 12Situation
Renewal in 47 days. Champion still strong, but exec sponsor went quiet. 22 calls, 64 emails on file.
People
Risks
- Engagement on core feature down 22% MoM
- No exec touch since Q3 launch
Recommended action
Schedule an exec QBR before Feb 20. Lead with the Mar 4 ROI memo the CFO asked for. Bring the champion as co-host.
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.
Multi-threading · weekly
EMEA region · this weekDeals with <3 contacts engaged
~6%win rate · vs 38% w/ 3+
Active deals · recovered vs CRM contacts
Acme Logistics
Stage 4
2 → 7
CRM → real
Northwind Labs
Stage 3
1 → 4
CRM → real
Pacific Grid
Stage 3
1 → 1
CRM → real
Coast Retail
Stage 5
3 → 6
CRM → real
See it in action
A working miniapp on representative data, embedded right here. Scroll it, click through it, then open the full example.
“We are like kids in a candy shop digging into accounts and opportunities.”
What you get when every account has a next step
What Upside unlocks
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.
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.
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 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.”
Related use cases
Ask anything about your GTM data in the AI tool you already use.
ExploreBuild interactive dashboards. Publish them to exactly the right people.
ExplorePoint demand at the accounts already in-market.
ExploreGive every rep the next best move on every deal.
ExploreGrow the accounts you already won.
ExploreReach every lead before the moment passes.
ExploreQuestions? Answers.
Is this out-of-the-box functionality or something we build?
Both, depending on the layer. Buying-group detection, persona resolution, and unified account timelines are core Upside functionality. The kits, dossiers, and play recommendations are built on top of that data with the Upside MCP and Deep Research Agents, shaped to your playbook rather than a generic template, and typically set up in days.
How does Upside know who's in the buying group?
Upside infers the buying group from the email, calendar, and call activity around each deal, then resolves identities across systems. Missing personas and single-threaded deals surface without reps having to log contact roles.
Does Upside take sales notes into account?
Yes. Upside ingests and understands unstructured data fields in your CRM and other systems, so the notes reps already write become part of each account's context alongside calls, emails, and meetings.
Put a next play on every account
See what win-back kits, dossiers, and next-best-plays look like on your own accounts.