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Case Studies

See how organizations like yours achieved measurable impact using ShiftUp.

Tech Consultancy Transforms Go-to-Market with AI-Driven Precision

This tech consultancy faced a familiar challenge: Selling emerging products required engaging new stakeholders, navigating unfamiliar buying groups, and uncovering opportunities in a sea of customer data. By integrating ShiftUp’s AI-orchestrated GTM workflows directly into Salesforce, they replaced manual account planning with intelligent automation—at scale. The result was a smarter, faster, and more focused sales motion, driven by AI-powered insights.

ShiftUp delivered always-on revenue intelligence that identified high-value accounts, prioritized opportunities by predictive revenue impact, and equipped sellers with executive-ready messaging in real time. With no increase in headcount, the consultancy elevated seller productivity across its client base, improved pipeline velocity, and transformed technical sellers into strategic advisors.

“ShiftUp helped us scale strategic selling without scaling the team—it’s like having a growth engine running in the background.”

A National Telecom Company Unlocks $58M in New Revenue

Facing the challenge of selling new, complex products, a national telecom’s sales team needed to shift how they engaged accounts. Reps were struggling to identify business changes, connect with unfamiliar stakeholders, and spark the right conversations to uncover opportunity. By deploying ShiftUp’s structured GTM methodology, 200 experienced sellers manually built strategic account plans—one key account at a time. Though the process was human-led and resource-intensive, it delivered breakthrough clarity and execution.

The results were immediate: Sellers uncovered 100 net new opportunities in just 60 days, driving $58M in pipeline within six months—10% of their team’s annual quota. Deals like a $340K utility win and a multimillion-dollar financial services expansion were made possible by ShiftUp’s guided conversation frameworks that helped reps build trust, control the sales cycle, and uncover hidden value.

“ShiftUp gave our team a new way to sell—and it worked.”

Cybersecurity Firm Accelerates Strategic Selling

When this firm piloted ShiftUp, their sales leaders were immediately struck by the depth and structure of account intelligence. Instead of spending weeks manually collecting data, reps were equipped with comprehensive, constantly updated insights on company structure, strategic initiatives, and stakeholder dynamics—all in one place. The result? Faster ramp-up, smarter conversations, and more confidence heading into high-stakes deals.

ShiftUp quickly became more than a research tool—it became the foundation for how the firm thinks about engaging accounts. From aligning partners to preparing for C-suite meetings, the platform enabled clarity, prioritization, and real-time action.