Core Outcomes
- Generate and maintain account plans.
- Produce opportunity strategies.
- Surface relevant stakeholders and conversation guidance.
- Refresh analysis on a schedule or on demand.
Salesforce-Native Design
ShiftUp is delivered as a managed package and is designed to work directly inside Salesforce. Final outputs are stored in ShiftUp-managed objects in your Salesforce org.Typical Users
- Salesforce admins configuring org access and integrations.
- Sellers working account plans and opportunities.
- Managers assigning strategy and monitoring execution quality.