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ShiftUp is an AI-powered sales intelligence platform delivered as a Salesforce managed package. It automates account research, generates strategic sales plans, and surfaces actionable insights, so revenue teams can focus on selling rather than on manual preparation.

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What ShiftUp does

ShiftUp combines your CRM data with AI-driven research to produce ready-to-use outputs directly inside Salesforce:
  • Account plans — Strategic blueprints for each target account, including business landscape analysis, change drivers, key milestones, and quick account intelligence.
  • Sales strategies — Hypothesis-driven plays with confidence scores, pipeline impact indicators, and step-by-step conversation roadmaps.
    • Stakeholder intelligence — AI-identified buying committee members with power roles, influence levels, and one-click conversion to Salesforce contacts or leads.
    • AI-generated outreach — Personalized email and call scripts tailored to each stakeholder and conversation step.
    • Conversation roadmaps — Structured engagement plans with meeting flow time blocks, objection handling, and decision-point guidance.
    • Business cases — Financial and strategic justification documents your champion can use to sell internally.
    • MEDDPICC scorecards — Deal-readiness assessments that highlight gaps and provide tactical next steps.

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How it works

ShiftUp has two main components:
  1. Salesforce managed package — Runs in your Salesforce org. Stores all seller profiles, account plans, strategies, and related data. Exposes the UI and automation for sellers, managers, and admins.
  2. ShiftUp AI platform — Executes analysis workflows using public web research and your CRM context. Returns generated outputs back to Salesforce through a secure OAuth integration.
Analysis runs automatically when you add an account to a seller profile, on a scheduled refresh cycle, or on demand.
All generated outputs are stored in Salesforce. ShiftUp does not persist your CRM data outside your org.

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The seller profile

The seller profile is the foundation that powers all AI-generated intelligence. It encodes:
  • Company profile — Your value proposition, key products and services, and competitive differentiation.
  • Ideal customer profile (ICP) — Target firmographics, technographics, personas, buying mechanics, and success benchmarks.
Once activated, the seller profile ensures every account plan and strategy is grounded in your actual capabilities and target market. Organizations with diverse product lines can maintain multiple seller profiles.

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Who uses ShiftUp

RoleWhat they do in ShiftUp
SellersWork account plans, activate strategies, convert stakeholders, and generate outreach.
ManagersAssign strategies, monitor execution quality, and oversee seller profiles.
AdminsConfigure org access, manage integrations, and control permission sets.

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Key capabilities

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Account plans

Each account plan provides a strategic view of a target company, including:
  • Company overview and firmographics
  • Quick account intelligence with actionable insights
  • Key highlights and milestones
  • Factors driving change
  • A six-stage business landscape story covering foundation, evolution, future vision, measurable goals, functional priorities, and implementation readiness
Account plans are living documents. Add notes from your conversations, and ShiftUp refreshes the plan with your new intelligence.

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Sales strategies

Strategies are the actionable layer within the account plan. Each strategy includes:
  • A hypothesis explaining why the customer should act now
  • Pain points with severity levels and business impact
  • Your competitive differentiation and what to sell
  • A conversation roadmap with step-by-step engagement plans
  • Stakeholder mapping with the full buying committee
  • A business case for internal justification
  • A MEDDPICC scorecard for deal-readiness assessment
Each strategy has a confidence score (how likely it is to succeed based on available data) and a pipeline impact level (relative deal value benchmarked against typical deals for a company of that scale).

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Stakeholder intelligence

ShiftUp identifies key individuals in the decision-making process and categorizes them by:
  • Power role — Decision-maker, influencer, user, gatekeeper, or other
  • Influence level — High (VP+), medium (directors), or low (managers)
  • Confidence score — How reliable the contact data is
You can convert stakeholders directly into Salesforce contacts or leads and generate personalized outreach from the stakeholder panel.

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Conversation roadmaps

Each roadmap step includes a targeted purpose, the stakeholders who should be in the room, a structured agenda, actionable outcomes, and next steps. The conversation planner adds meeting flow time blocks and objection-handling guidance.

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Security and data handling

  • ShiftUp is Salesforce-native. Customer data stays in your Salesforce org.
  • The integration uses OAuth client credentials flow through a dedicated integration user.
  • Access is limited to the permissions you grant to that integration user.
  • ShiftUp does not train AI models on customer data.
  • The AI platform is multi-tenant with isolation enforced at the org boundary.
For full details, see the security overview.

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Get started

  1. Complete the prerequisites checklist.
  2. Install the managed package.
  3. Follow the post-installation steps.
  4. Set up sellers and users.
  5. Begin seller onboarding.