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What is ShiftUp?

ShiftUp is an AI-powered sales intelligence platform that integrates smoothly with Salesforce, aimed at helping businesses uncover and leverage hidden revenue opportunities within their account portfolios. The platform continuously analyzes large sets of accounts—often encompassing multiple accounts for each sales representative—to discover dormant or underutilized accounts that could lead to significant deals. By delivering prioritized and actionable insights straight within Salesforce, ShiftUp effectively highlights valuable opportunities. It detects early indicators such as shifts in technology stacks, new leadership appointments, mergers and acquisitions, changes in regulations, or increases in budgets, providing what it refers to as “premium revenue signals” that often indicate a high likelihood of forthcoming purchases. Moreover, for every account, it can generate detailed stakeholder maps that identify economic buyers, technical evaluators, and decision-makers, in addition to offering insights into budget fluctuations and the competitive environment. This comprehensive understanding empowers sales professionals to know who to engage with and the best timing for their outreach efforts. Ultimately, this depth of insight enables sales teams to enhance their productivity and achieve significant revenue growth. With ShiftUp, companies can transform their sales strategies by utilizing data-driven insights that pave the way for smarter decision-making.

What is SetSail?

Leverage the potential of machine learning to enhance the effectiveness of your sales team. Initially, SetSail streamlines the process by automatically collecting and refining your customer and activity data, freeing your team from this tedious task. We then develop a bespoke machine learning model specifically designed for your organization, which evaluates the health of accounts and deals by analyzing CRM data alongside the sentiment conveyed in communications, utilizing cutting-edge natural language processing (NLP) techniques. Our models prioritize objective metrics, such as the sentiment displayed during customer engagements, rather than merely depending on subjective evaluations like deal stages. With the strength of our machine learning engine, SetSail delivers actionable insights that empower sales representatives, managers, and executives to keep track of pipeline health in real-time. This comprehensive tool enables detailed analysis of data based on representative performance, deal specifics, account attributes, and conversation topics, helping you identify performance-related issues and barriers to closing sales. By swiftly recognizing and addressing these weaknesses, you can protect your revenue and refine your sales strategy for improved outcomes. Additionally, being proactive in identifying potential challenges can boost team morale and promote a culture of ongoing enhancement, ultimately driving success. The integration of such technology not only aids in immediate problem-solving but also positions your organization for sustained growth and adaptability in an ever-changing market landscape.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ShiftUp

Date Founded

2025

Company Location

United States

Company Website

shiftupai.com

Company Facts

Organization Name

SetSail

Company Location

United States

Company Website

www.setsail.co

Categories and Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Categories and Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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