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This module is focused on providing you with foundational knowledge and getting you started working in ShiftUp. By the end of this module, you’ll be proficient in navigating ShiftUp with a deep understanding of your ShiftUp Account Plans.

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🎓 Education

1

Learn the ShiftUp Framework

2

Add an Account to ShiftUp

3

Navigate the Account Plan

4

Get a Sales Strategy Overview

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🛠 Hands-on Exercises

To ensure “learning by doing,” complete the following: Account Activation
  • Action: Add at least one new Account to ShiftUp if it hasn’t been added by your admin.
  • Achievement: You have successfully initiated the AI intelligence engine for a key account in your territory.
Account Review
  • Action: Review an Account Plan and its associated Strategy.
  • Achievement: You’ve identified critical company shifts and a strategic hypothesis to drive your next conversation.
Workflow Optimization
  • Action: Identify and favorite your high-priority account plans and 1 or more strategy
  • Action: Create a customized list view (accounts I own and sort descending by last updated)
Achievement: You’ve tailored ShiftUp to your specific workflow, ensuring your most active accounts stay front-and-center.

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🎯 Outcomes

  • Navigational Fluency: No longer “hunt” for key information.
  • Operational Readiness: Key accounts are loaded and favorited for instant access.
  • Personalized Workspace: List views are filtered and sorted to suit your preferences.

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💡 Pro-Tips

  • Use the display filters to view the Account Plans and Strategies you own
  • Favorite Account Plans and Strategies that need further review