Cross-sell strategies is now generally available
Cross-sell strategies has graduated from Beta and is now generally available to all customers. ShiftUp automatically identifies opportunities to expand revenue within accounts you already serve and generates a tailored strategy — including hypotheses, pain points, stakeholders, and a business case — framed around growing the existing relationship.Context Providers is now generally available
Context Providers has exited Beta. Connect ShiftUp to additional CRM data sources — such as won opportunities and account details from Salesforce — to produce more accurate account plans and sales strategies. Enable it in ShiftUp Admin > Advanced > App Settings and configure providers from your Seller Profile.Salesforce security audit completed
ShiftUp has passed Salesforce’s comprehensive security audit, including vulnerability scanning and manual penetration testing. See the Security overview for details on how ShiftUp handles data security, access, and AI processing in Salesforce environments.Updates
- Chat (Preview) trusted URLs for existing customers — Customers upgrading to a package version that includes Chat now have a guided setup for adding the required trusted URLs to their Salesforce org. New installations include these URLs automatically. See Enable chat for existing customers.
Cross-sell strategies
ShiftUp can now identify and generate cross-sell strategies for your existing customers. When ShiftUp detects an opportunity to sell additional products or services to an account you already serve, it creates a strategy tagged as Cross-sell and surfaces it in your strategy list. Cross-sell strategies include tailored hypotheses, pain points, stakeholders, conversation roadmaps, and business cases — all framed around expanding an existing relationship. Learn more about Cross-sell strategies.Context Providers (Beta)
A new CRM Context Providers setting lets ShiftUp retrieve additional data from your Salesforce organization — such as won opportunities and account details — to produce more accurate account plans and sales strategies. Enable it in ShiftUp Admin > Advanced > App Settings and configure which providers to activate from your Seller Profile. Learn more about Context Providers.Chat (Preview)
ShiftUp Chat is a conversational AI assistant built into the platform. You can ask questions about your accounts, strategies, stakeholders, and deal context — and get instant, sourced answers without leaving Salesforce. Learn more about Chat.Meetings enhancements (Beta)
Several updates to the Meetings beta expand platform support, improve scheduling controls, and make it easier to share meeting intelligence across your team.- Webex and GoTo Meeting support — The meeting bot now supports Cisco Webex and GoTo Meeting in addition to Zoom, Google Meet, and Microsoft Teams.
- Meeting sharing — Meetings can now be shared with other ShiftUp users. Automatic sharing matches participant emails to Salesforce users, and you can manually share from the Sharing tab on any meeting. See Sharing meetings.
- Meeting insights feed into account plans and strategies — Insights extracted from meeting transcripts now inform your Account Plans and Strategies, potentially updating an existing strategy or generating a new one.
- List and calendar views — The Meetings page now offers a sortable list view and a calendar view showing scheduled and completed meetings by week or month.
- Categorized meeting insights — AI-extracted insights are now grouped by tag, making it easier to scan for the topics that matter most.
- Duplicate bot prevention — ShiftUp prevents multiple bots from joining the same meeting. If a bot is already scheduled, a dialog shows the existing recording owner.
- Zoom webinar support — The bot can now join Zoom webinars that do not require registration.
Improved calendar scheduling controls
- Opt out of a recurring series in one action with the new Apply to All Future toggle.
- Private and recurring meetings are no longer auto-scheduled by default. Opt in from the calendar view to record them.
- Detailed calendar event statuses now include Scheduled, Opted Out, Blocked Preference, Too Late to Schedule, and more.
- Opting back in is unavailable if the meeting starts in less than 10 minutes.
Meetings (Beta)
A new Meetings feature was added to the menu of ShiftUp. A notetaker sends an AI bot to your meetings to record, transcribe, and extract insights. Transcripts, participants, and AI-generated insights are stored as Salesforce records and linked to your Salesforce accounts, opportunities, and contacts. Additionally, the insights from the meeting inform the ShiftUp Account Plan and Strategies, which may result in an updated or new strategy. Learn how to Use Shiftup Meetings.New activity tab on strategies
Strategies now include a dedicated Activity tab, giving you a centralized view of all actions and events related to a strategy. This tab includes all ShiftUp meetings, and all events and tasks from the related Salesforce Contact, Account, and Opportunity records. Track all engagement in one place without switching between tabs. Learn more about the Activity Tab.Confidence score history
A new History tab in the Shiftup Strategy tracks changes in Confidence Score over time. Monitor how strategy health evolves with a visual timeline of score updates, helping you identify actions and insights that increase the Strategy’s viability. Learn more about Confidence Score History.Add accounts to ShiftUp from the Salesforce Account record
You can now add accounts to ShiftUp directly from the Salesforce Account object. When viewing an Account record in Salesforce, the ShiftUp tab now lets you add this account to your monitored ShiftUp accounts.Improved adoption dashboard
The Adoption Dashboard in ShiftUp Analytics has been enhanced with clearer visualizations and more actionable metrics, making it easier to measure and drive platform usage across your organization.Email signatures on AI-generated emails
AI-generated emails now automatically include your email signature found in your Salesforce profile, ensuring every outbound message maintains a professional, consistent appearance without manual editing.Persistent view filters
Filters applied to Account and Strategy list views are now persistent across sessions. Your preferred sorting, filtering, and display settings are saved so you can pick up exactly where you left off.Real-time update notifications and feed
Never miss a critical update. ShiftUp now includes a notification and feed system, so Account Plan and Strategy changes are always visible and traceable.- Master feed — Accessible from the left-hand menu, this view shows all updates across all Account Plans and Strategies in your organization.
- Salesforce bell notifications — Account Plan and Strategy owners receive alerts with a summary of what changed and a direct link to the updated record.
- Record feed — A new tab within each Account Plan or Strategy shows that record’s full update history.
- Master feed — Accessible from the left-hand menu, this view shows all updates across every Account Plan and Strategy in your organization.
- Filtering and search — Filter by type (Account Plan or Strategy updates), update category (Intelligence or Strategy), priority (High, Medium, Low), or search for a specific Account Plan.
Mass archive strategies
You can now archive multiple strategies from the new strategies tab:- Click Select at the top of your strategy display.
- Check the boxes for the strategies you want to archive.
- Click Archive and confirm your selection.
ShiftUp adoption dashboards
New dashboards in the ShiftUp Analytics module provide real-time visibility into how your organization is using ShiftUp. Navigate to ShiftUp Analytics and click the Adoption tab to see:- Plan and strategy velocity — Status and volume of your account plans and strategies, to determine which are being viewed and by whom.
- AI efficiency — Total number of AI-generated emails and call scripts, quantifying time savings.
- Stakeholder conversions — How effectively your team is converting key stakeholders.
- Favorites and high-value targets — Volume of Account Plans and Strategies being favorited across the company.
Email and call enhancements
- Stand-alone call scripts — Generate call scripts outside of Cadences.
- Log calls directly — Use “Log Call Notes” to record calls into Salesforce without switching screens.
- Strategy activation prompt — A new prompt reminds users to activate strategies when generating emails or call scripts. This can be turned off in Admin settings.
- Salesforce email signatures — ShiftUp-generated emails now include your Salesforce email signature from Settings > Email > My Email Settings.
- Generate emails without an email address — Content is generated even when no email address is present, allowing you to obtain the address before sending.
Sales engagement
ShiftUp can generate personalized email and call scripts aligned to your sales strategy. Choose to generate a stand-alone email or use Salesforce Cadences (requires Sales Engagement in Sales Cloud).To get started, click on a stakeholder within a Sales Strategy and use the Actions or Cadence tabs on the side panel.- Stand-alone emails — Click “Generate Email Message” to create a draft you can tailor, copy, or send directly from ShiftUp. Sending records the activity on the contact or lead record.
- Cadence integration — Add stakeholders to cadences (they must be converted to a lead or contact first), then generate email or call scripts for each cadence step using “Generate with AI.”
- Context-aware content — Emails may reference previous calls by checking activity history on the contact or lead record.
Account plan updates
- Account plan notes — Add context and insights that may not be available from external sources. Notes can now be entered before generating the initial plan through the Seller Profile “Manage Account” function.
- On-demand refresh — Request an immediate Account Plan refresh via the ellipsis menu. The default refresh is weekly (or daily for active accounts if configured by your admin).
- Automated owner synchronization — Automatically sync Salesforce Account Owners with ShiftUp Account Plans and Strategies. Enable this in ShiftUp Admin > Other Settings.
Account plan and strategy list view improvements
Several improvements to drive efficiency with customizable displays:- Display filter — New filter button for sorting, filtering (favorites, owned by me, assigned to me, unmonitored accounts), choosing display columns, and pinning the name column.
- Column sorting and filtering — Sort via the ellipsis on column headers; filter via the filter icon.
- Resizable columns — Drag separator bars to resize columns.
- Contextual shortcuts — Right-click on any row for quick actions like copying links, viewing details, or reassigning.
AI sources cited
ShiftUp now shows the comprehensive list of sources used to develop each Account Plan and Strategy. Find the list in the Sources tab, and see inline citations via the info icon within the text.Admin updates
- Push upgrades — ShiftUp now delivers automatic upgrades to the Salesforce Managed Application. View your version in ShiftUp Admin > Advanced Settings > Version Information. Push upgrades can be disabled if needed.
- Refresh frequency restriction — Restrict account plan refresh frequency controls to administrators only via ShiftUp Admin > Advanced Settings.
Smarter, more concise AI-powered seller profiles
The AI Seller Profile Generator now produces more concise, relevant profiles, cutting the fluff and surfacing targeted guidance. We encourage users to offer insights that are not available on public forums, such as whether to include or exclude specific products and internal selling guidance.Expanded seller permissions
A new “Restricted Seller” permission prevents specific sellers from adding accounts to a Seller Profile while keeping other seller capabilities intact.To activate, go to the ShiftUp Admin console and navigate to ShiftUp Personas Management. Assign “Restricted Seller” to the appropriate users. Existing users with the “Seller” permission will continue to be able to add accounts.
MEDDPICC support
ShiftUp now generates an evidence-based MEDDPICC report that evaluates strategy health by analyzing key MEDDPICC components and providing supporting evidence. The report is available as a PDF and includes a summary of strengths, weaknesses, detailed evidence, gaps, and prescriptive next steps.To view the report, open a Strategy and select the MEDDPICC tab.Account plan notes
Sellers can add notes to Account Plans to include context not available from external sources, such as internal project details or meeting notes. Adding a note refreshes the Account Plan and may introduce new strategies.To add a note, navigate to the Account Plan, select the Notes tab, and click Add Note.Link strategies to existing opportunities
You can now link strategies to existing Salesforce opportunities, in addition to converting strategies to new opportunities. This linkage is reflected in ShiftUp analytics.- When activating - Click “Activate Strategy” and choose “Link to Existing Opportunity.”
- On active strategies — Use “Link to Opportunity” in the upper right of the strategy overview.
- To remove — Use the kebab menu and select “Unlink Opportunity.”
Favorite strategies
Mark Account Plans and Strategies as favorites with the star icon at the top of the screen or in the list view. You can also filter list views to display only favorites. Use this to prioritize your most important plans and strategies.Lead and contact creation improvements
Converting stakeholders to Salesforce contacts or leads now includes the job title, and the lead source is set to “ShiftUp” for better tracking.Include all strategies in the account plan download
Account Plan PDF downloads now include associated strategies. Strategy-level PDFs also support downloading all sections or specific sections, like the Business Case. Use the kebab menu from the Account Plan or Strategy to perform this action.Stakeholder email discovery enhancements
Stakeholder profiles now automatically include verified email addresses, making it faster to identify the right contacts and initiate outreach. Enriched profiles combine role, influence level, and contact information into a single view.Stakeholder to contact/lead conversion
Convert stakeholders directly into new Contacts or Leads, or match them to existing CRM records.Account plan refreshes
Account Plans now refresh automatically weekly, ensuring you always have the most current account intelligence. You can always request a refresh on demand.AI assisted seller profile generation
Let ShiftUp suggest the company profile and the ideal customer profile based on our AI research. You can enrich what’s been generated to steer research focus on specific areas.To use this feature, create or open a seller profile and click Generate with ShiftUp Intelligence, then reload the seller profile to review the generated content.Seller profile PDF export
Export any seller profile as a formatted PDF for sharing, reporting, or record-keeping. Use the kebab menu from the Seller Profile to perform this action.Improved search experience
Search now surfaces related opportunity strategies when you look up an account, giving you deeper context from a single search.Sync the account plan and account owners
Automatic syncing between Account Owners and Account Plan Owners ensures consistent ownership. When enabled, new Account Plans inherit the parent Account’s owner. To enable this, navigate to ShiftUp Admin > Other Settings > Account Plan Ownership.