All your tracked and inferred touchpoints organized in one place
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.
Heal and enhance data
Upside automatically heals and enhances your data to provide a clearer picture of what really happened.
Auto-detected buying groups
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.
Persona resolution
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.
Surfacing buried emails
Upside deconstructs complex email threads, including forwarded chains and multi-party conversations, to isolate each message as a distinct, measurable touchpoint. Even when messages are buried deep in a thread or sent by executives outside the CRM workflow, we identify who sent what, when, and to whom.
Organize and structure data for insights
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:
Automatically detect channel influence through automated touchpoint categorization.
Get the real story and the handful of touchpoints that made a difference
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.
