Grow the accounts you already won
Your next quarter is sitting inside your current customers, but the signals of who's ready to expand are buried in calls, usage, and org changes no CRM field captures. Use Upside to score every account on expansion readiness and put your team on the ones that will actually say yes.
Expansion readiness · account
High priorityScored from land deal, engagement, and whitespace — with the play and evidence attached.
Score every customer on how ready they are to expand
Reps chase expansion on gut feel, and the accounts that are actually ready get the same attention as the ones that aren't. Use Upside to score every customer on a readiness signal built from the shape of their land deal, their firmographics, how deep the buying group goes, and how engaged they've been since, so you know where the next expansion is most likely before you spend a single hour on it.
Expansion readiness · scored
50 accountsScored on land-deal shape, buying-group depth, and post-land engagement.
See the whitespace and the plays to fill it
Knowing an account could expand isn't the same as knowing what to sell them or how. Use Upside to see each account's whitespace, the expansion signals already showing up in their conversations, the recommended plays, and the estimated value, so your team walks into every expansion conversation with a specific motion instead of a hopeful check-in.
Whitespace · Northgate Systems
$700K–$2.8MRecommended play
Multi-thread to Ops before renewal — automation champion already active.
Read the risk before you make the ask
The worst expansion pitch is the one you make to an account that's quietly slipping. Use Upside to surface the top risk on every account (a champion who's gone quiet, engagement that's cooled, a renewal that looks shaky) alongside the readiness score, so you protect the base you have before you try to grow it.
Read the risk first
Protect the base you have before you try to grow it.
Prioritize the whole book, not a hero account a week
Expansion planning usually means a spreadsheet, a few loud accounts, and a lot of guessing about the rest. Use Upside to rank the entire customer base on readiness, filter to the segment you care about, and export it, so cross-sell and upsell run against the whole book on evidence instead of whoever happened to come up in the pipeline review.
Whole book · ranked
Export CSVCross-sell runs against all 50, not whoever came up in the review.
See it in action
A working miniapp on representative data, embedded right here. Scroll it, click through it, then open the full example.
“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.”
What you get when expansion runs on evidence
What Upside unlocks
A readiness score across every customer, so cross-sell and upsell go to the accounts most likely to expand instead of the loudest ones.
Whitespace, expansion signals, recommended plays, and estimated value on each account, so reps open with a motion, not a check-in.
The whole book ranked and filterable, so expansion planning covers every account instead of the handful that surface in pipeline reviews.
“We are like kids in a candy shop digging into accounts and opportunities.”
Related use cases
Win-back kits, account dossiers, and next-best-play recommendations built from every conversation on the account.
Surface the buying signals in calls, inbound, and product usage to point demand at the accounts already in-market.
Coordinate marketing and sales on one account view and measure the program on pipeline, not clicks.
Frequently asked questions
How is the readiness score calculated?
Upside combines signals across the shape of the land deal, firmographics, buying-group depth, post-land engagement, expansion signals in conversations, whitespace fit, and account risk into a single 0–100 score, with the breakdown visible on every account so you can see why it scored the way it did.
Do we need clean CRM data for this to work?
No. Upside builds the score from your unified data (calls, emails, meetings, usage, and CRM) rather than depending on manually maintained health fields, so it works with the messy, incomplete data you actually have.
Grow the accounts you already won
See your customer base scored on expansion readiness in a 30-minute walkthrough.