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ShiftUp finds pipeline and tells your sellers how to win it. Pipeline Agents continuously evaluate every account in your market and surface the opportunities worth pursuing. For each one, ShiftUp builds the account plan, writes the strategy, maps the buying committee, and drafts the outreach. All of it lands in Salesforce, ready to work.

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Why ShiftUp is different

Works your entire market

Most sales AI helps sellers work the pipeline they already have. Pipeline Agents go after the pipeline they don’t: net-new, expansion, win-back, competitive displacement, and stalled deals.

Salesforce-native

Installs as a managed package. Every output lives in your org, on your records, inside the workflow your team already uses.

Grounded in what you sell

Every plan starts from your seller profile: your value proposition, differentiation, and ICP. Not generic company research.

Built to act on

Strategies ship with a hypothesis, stakeholders, a conversation roadmap, outreach, a business case, and a MEDDPICC scorecard. Research becomes a play.
All generated outputs are stored in Salesforce. ShiftUp does not persist your CRM data outside your org and does not train AI models on customer data.

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How it works

1

Define your seller profile

Encode your company profile (value proposition, products and services, competitive differentiation) and your ideal customer profile (firmographics, technographics, personas, buying mechanics, success benchmarks). Organizations with diverse product lines can run multiple seller profiles.
2

Put agents to work

Give Pipeline Agents a mission: an ICP, a campaign, or a sales play. Agents evaluate every account in scope and surface the ones most likely to create revenue now.
3

Get a strategy for every opportunity

Each surfaced opportunity arrives in Salesforce with its account plan and strategy already written. You can also add accounts to a seller profile directly to kick off analysis.
4

Work the plan

Sellers review the account plan, activate strategies, convert stakeholders, and generate outreach. Managers assign strategies and monitor execution.
5

Stay current

Agents keep watching your market, and plans refresh on a schedule, on demand, and when sellers add notes from their conversations. See How refreshes are triggered.

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Pipeline Agents

Your top account list was right when you built it. Markets move faster than annual planning. Pipeline Agents watch continuously, so your team always knows which accounts are worth pursuing now and why. Agents combine public web research with your CRM context to detect the signals that open a buying window, such as executive hires, technology stack changes, M&A activity, and regulatory shifts. Every opportunity an agent surfaces comes with the full ShiftUp treatment: account plan, strategy, stakeholders, and outreach. Sellers don’t get a list of leads. They get a play.

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What sellers get

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Account plans

A strategic view of every target company. Each account plan includes:
  • Company overview and firmographics
  • Quick account intelligence with actionable insights
  • Key highlights and milestones
  • The factors driving change
  • A six-stage business landscape story: foundation, evolution, future vision, measurable goals, functional priorities, and implementation readiness
Account plans are living documents. Add notes from your conversations and ShiftUp folds that intelligence into the next refresh.

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Sales strategies

Strategies are the action layer of the account plan. Each one answers why this customer should act now and what you should sell them:
  • A hypothesis for why the customer should act now
  • Pain points with severity levels and business impact
  • Your competitive differentiation and what to sell
  • A conversation roadmap
  • The full buying committee
  • A business case for internal justification
  • A MEDDPICC scorecard for deal readiness
Every strategy carries two signals:

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Stakeholder intelligence

ShiftUp identifies the people in the buying decision and classifies each one:
  • 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
Convert stakeholders to Salesforce contacts or leads in one click, then generate outreach straight from the stakeholder panel.

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Conversation roadmaps

A step-by-step engagement plan for the deal. Each step defines its purpose, who should be in the room, the agenda, the outcomes to drive, and the next step. The conversation planner adds meeting flow time blocks and objection handling.

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Outreach

Personalized email and call scripts, written for each stakeholder and each step of the roadmap.

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Business cases

Financial and strategic justification your champion can take to their leadership and sell internally.

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MEDDPICC scorecards

Deal-readiness assessments that expose the gaps and tell sellers exactly what to do next.

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Who uses ShiftUp

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Architecture

ShiftUp has two components:
  • Salesforce managed package. Runs in your org. Stores seller profiles, account plans, strategies, and related data, and provides the UI and automation for sellers, managers, and admins.
  • ShiftUp AI platform. Runs Pipeline Agents and the analysis workflows using public web research and your CRM context, then returns outputs to Salesforce through a secure OAuth integration.

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Security and data handling

  • Salesforce-native, with all outputs stored in your org.
  • Integration uses the OAuth client credentials flow through a dedicated integration user.
  • ShiftUp can only access what you grant 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.
See the security overview for full details.

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Get started

1

Check prerequisites

Complete the prerequisites checklist.
2

Install

Install the managed package.
3

Configure

Follow the post-installation steps.
4

Add users

Set up sellers and users.
5

Onboard sellers

Begin seller onboarding.