Our approach to data is forensic, not formulaic. Upside connects the dots across your go-to-market systems — email, call transcripts, CRM, marketing automation, and more — then organizes and enriches that data into a single, cohesive view. The result: a complete, contextual understanding of what happened, so you can see what actually worked.
Upside brings every interaction from a single account into one unified, organized view — with powerful filters by buying group, individual, channel, and more — so you can quickly understand what really happened, and who made it happen.
Upside automatically heals and enhances your data to provide a clearer picture of what really happened.
Upside assembles true buying group members by analyzing prospect activity patterns across emails, meetings, and call recordings, in addition to data extracted from your CRM.
Upside stitches together fragmented identities across all your GTM systems, merging records, surfacing hidden participants from emails/meetings, and creating unified personas even when no CRM record exists. We identify the humans involved in your deals, not just the objects in your system.
Upside automatically detects a touchpoint's channel, team responsible, status, and whether a touchpoint was a bid (something your GTM team did) vs an engagement (something a customer did).
Types of automated touchpoint aggregation available with Upside:
Upside uses a team of AI Agents to look through the enhanced data and the visual momentum storyline of the detected buying group to tell you what actually happened on every deal and what were the activities and touchpoints that moved the needle.
