Uncover new pipeline across your market automatically

ShiftUp agents work your entire market, surfacing net-new, expansion, and win-back opportunities your team would otherwise miss.

North America Expansion Running

Mapping buyer signals across Asteria buying committees

Finance Risk Play Running

Qualifying finance and operations stakeholders

Trusted by modern revenue teams at leading enterprises
Lookout IPRO Prime Healthcare Staffing Life Couriers ThoughtFocus Horizon Sports & Experiences Vanillasoft Inseego Edge Delta Secure Networking Corporation RUCKUS Networks Interlace Health Gain Security Teneo Egnite Health
The Problem

Your market is bigger than your team

Most of the market goes unseen

Sellers work what's in front of them. The rest of the opportunities stays hidden because no team can monitor every account, every day.

The plays exist. The targeting doesn’t

You have the sellers, strategies, and messaging. What's missing is knowing where to apply them, and why.

By the time it’s obvious, it’s late

When a buyer finally raises their hand, every competitor sees it too. The best opportunities emerge long before traditional intent signals appear.

Product view

Pipeline agents, inside the seller workflow

ShiftUp surfaces the hidden pipeline your CRM is missing—identifying new opportunities and funneling them directly into an automated, high-priority workspace. By eliminating manual research and the guesswork of what to do next, sellers are guided by a real-time queue of newly discovered accounts, recommended plays, and the exact next actions needed to close the gap.

Pipeline agents dashboard showing discovered revenue and agent cards
ShiftUp dashboard with inbox, daily feed, priority accounts, and pipeline overview
How ShiftUp works

One engine, any play, your entire market

Give ShiftUp your ICP or sales play and connect your CRM. Our agents continuously evaluate every account in your market, surface the opportunities worth pursuing, and deliver a strategy for each one.

Inputs
  • Market change Earnings, hiring, budgets, product moves, and risk signals.
  • CRM context Accounts, opportunities, contacts, activity, and history.
  • Knowledge Base Your ICP, segments, plays, and methodology.
Output

Prioritized opportunities, routed to your sellers, ready to win

Ranked opportunities, rationale, account plans, stakeholders, and next actions tailored for each account and routed to sellers.

The engine can work any objective

Close a gap

Find the pipeline needed to hit the number, at your win rate.

Displace a competitor

Surface every account in play, in your strongest segments.

Expand the base

Grow the accounts you already sell into.

Win it back

Re-engage the opportunities you lost that fit again.

Always secure. Built on Salesforce. Your data stays yours, never used to train models.
Where ShiftUp Sits

A new category:
Built by sellers, for sellers

Chatbots help reps think. Intent tools create activity. ShiftUp runs the account strategy from first signal to signed contract.

Capability
DIY AI ChatGPT or Claude
Point tools Outreach + intent stack
ShiftUp Agentic sales execution
Account context
Whatever the rep remembers to paste
Firmographic filters and late-stage pings
Knowledge Base + Salesforce + buyer signals
Operating model
One-off prompt, one answer at a time
Disconnected workflows across tools
Always-on agents that keep working
Sales-cycle coverage
Research and brainstorming support
Mostly prospecting and sequencing
First signal to signed contract
Strategy consistency
Varies by rep, prompt, and pasted context
Each tool creates its own version
One strategy behind every asset
Personalization at scale
Generic sales advice
Rules and sequences by tool or team
Account plans and strategies tailored by segment, team, and organization
Organizational rollout
Copy/paste in and out of the CRM
Syncs activity after the work happens
Scales the key planning elements leadership wants across every account team
Across the Full Cycle

From first signal to signed contract

Most "AI for sales" tools live in one slice of the cycle — usually prospecting. ShiftUp guides every stage with outputs your reps can hand a CRO.

Surface hidden pipeline

Score every account in your TAM against your knowledge base. Surface the accounts already showing pre-intent signals — the ones your reps never knew to work.

OutputRanked account list + reason

Plan the account

A six-stage account plan with business landscape, change drivers, milestones, and an intelligence brief.

OutputAccount plan in Salesforce

Engage the buyer

Personalized outreach grounded in the buyer's stated initiatives. Conversation roadmap for the first meeting.

OutputEmail · Call script · Agenda

Map the committee

Identify decision-makers, influencers, gatekeepers. Convert stakeholders into Salesforce contacts in one click.

OutputStakeholder map + power roles

Build the case

A financial and strategic business case your champion can carry into their executive review.

OutputBusiness case document

Close & expand

MEDDPICC scorecard surfaces gaps. Cross-sell strategies appear automatically once an account closes.

OutputDeal scorecard + next plays
Team

The people behind ShiftUp

Sales operators, AI builders, Salesforce veterans, and product people working on one problem: helping revenue teams understand the buyer before the deal gets away.

Art Hawkins

Interim Senior VP of Sales

Benjamin Myles

CTO

Deb Jenson

VP of Product

Ellie Musson

Software Engineer

Guy Paikowsky

Software Engineer

Ian Asaff

Software Architect

James Morrin

Software Architect

Jamie Marchetti

Chief of Staff, Go-to-Market

Jonathan Alford

Senior Account Executive

Jonathan Rico

Head of Product and Engineering

Jordan Adamson

Senior Account Executive

Josh Robins

Senior Account Executive

Ken Valla

CRO

Matthew Karpavich

Head of Finance

Matt Walker

Experience Architect

Nick Hughes

Senior Account Executive

Nick Valla

CEO

Paul Hernandez

Staff Software Engineer

Rene Ayala

Software Engineer

Ryan Adamson

COO

Trent Spanos

Senior Account Executive

Your sellers can't be everywhere, ShiftUp can

It reads your entire market, finds the accounts worth pursuing right now, and hands each seller a strategy to win. Run any play, on any segment, all inside Salesforce