ACCOUNT-BASED SALES AUTOMATION

Upscale's account-based sales
capability automates sales
outreach on targeted accounts

Upscale's Sales Engagement Platform helps execute account-based
sales outreach strategies at scale, and effortlessly manage opportunities.

Personalize sales outreach with
multi-channel communication

Multi-channel sales outreach capability to engage with buyers with the right message at the right time - be it email, phone, social media, web chat video etc.

Combination of insights including company news, local time and historical interactions with prospect/account ensures personalization at scale.

Focused acquisition, retention and expansion of key accounts

Build account specific sales workflows and measure account engagement insights.

Automate personalized communications so you’re top-of-mind when
customers are growing and ready to expand.

Automated renewal workflows to let relationship managers embed
personalized messages and videos to kickoff and strengthen the
renewal experience.

Measure sales performance at account level and optimize sales campaigns

Track account level performance and coach your team to drive top-line
performance.

Get an overview of email performance, prospect insights and improve
messaging and execution from getting detailed activity based insights.

Account-based sales workflows help reps execute their best playbooks by creating a measurable series of touch points that drive deeper engagement with key accounts and customers.

Discover account-based sales productivity best practices