Every team has a story. None of them match.

See what's actually happening in your deals. Understand why. Know where to invest next. All from one unified GTM intelligence layer.

How It Works

Go-to-market intelligence designed for the age of AI.

Upside unifies, structures, and uses AI to forensically reconstruct all your GTM data. You'll finally know what happened and why. It's the first system of truth for GTM insights.

Step 1

Recover buried touchpoints

Upside reconstructs missing data from disparate systems to surface hidden touchpoints your CRM never captured.

Step 2

Build a map of what really happened

Upside's Genesis™ data core links people, touchpoints, and timelines into a dynamic, next-generation graph of what the customer experienced.

Step 3

Find deal-changing moments

See inflection points, blockers, and breakthroughs, all with comprehensive context about everything that influenced the account.

Step 4

Reveal the patterns of what worked

Our AI shows you what made a difference in each deal, and aggregate reporting highlights trends across your entire funnel.

Every team has a number. Nobody has the truth.

Your GTM data is scattered across dozens of systems. Each team tells a different story. The result? Endless debates, wasted budget, and decisions made on gut feel.

Marketing
10:22 AM
Top of funnel looks great. MQLs are up 30% this quarter.
Sales
10:25 AM
The leads aren't converting. They're not decision-makers.
SDRs
10:24 AM
Outbound is working. It's inbound that's underperforming.
RevOps
10:27 AM
Win rates are flat. The real issue is average deal size dropped 25%.
CEO
10:30 AM
We're going to miss the quarter. Why does every team have a different explanation? 🤔
Reply...
Interactive tour
Integrations

Works with the tools you already use

Upside pulls signals from Salesforce, Marketo, HubSpot, Gong, and more—so you get the full story without changing how your team works.

Genesis™ Data Core

Next-generation knowledge graph for go-to-market insights.

From missing contact roles to repeat champions moving between orgs, advanced graph technology and predictive algorithms reconstruct identities, touchpoints, and timelines from raw data—automatically.

Dragonsight AI™

Machine intelligence. Human intuition.

A team of agentic AI data analysts scrupulously trained to evaluate your deal data and surface the signals that matter, just like an expert human would.

Mission Control

Your entire deal story, all in one place.

Quickly audit any insight and understand which activities drive deal momentum. See everything that happened, across every team, and drill into the raw data behind any roll-up number or analysis.

Reporting

All the aggregate reporting you need.

Stop wading through endless pivot tables or waiting weeks for data analyst time. Get real-time impact data about every marketing campaign, channel, sales rep, and more.

Insight Engineering

Move fast and get answers now.

Our Insight Engineering team builds tailored outputs just for you, powered by the same data platform as the Upside dashboard, and delivers them in days. No more months of custom consulting or fighting to free up internal resources.

Board-ready funnel reporting.
Reverse ETL flows into your other systems.
Mini-apps powered by your GTM truth layer.
Custom attribution and account lifecycle models.
Deep analyses such as competitive landscape or churn reasons.

The Old Way

Fragmented tools, fragmented truth

  • Dozens of systems, none of them agree

  • CRM data is incomplete and often wrong

  • Endless debates over what actually happened

  • Dashboards that raise more questions than they answer

  • Weeks of manual analysis for every board deck

  • Drowning in data, still flying blind on decisions

With Upside

Unified GTM intelligence

  • One knowledge graph that reconciles all your GTM data

  • AI reconstructs the full story from messy, incomplete signals

  • Shared truth drives alignment across every team

  • Answers in days, not quarters

  • Auditability for every insight and recommendation

  • Decisions backed by evidence, not opinions

Use Cases

Trustworthy, on-demand insights for every team.

Lead with conviction. Know what's working, why it's working, and where to go next—at every level of the org.

QBR prep

Rock-solid aggregate data + credible deal recaps = reporting your CFO won't question.

Board decks

No more weeks of spreadsheet pain. Get everything you need in a few easy screenshots.

Marketing stand‑ups

Instant influence numbers, no more two-week BI team turnarounds.

Campaign impact reporting

Live data to track campaign impact and identify places for follow up.

Sales 1:1s

Reps see exactly where momentum shifted—no excuses.

Pipeline review meetings

Rescue your pipeline by killing zombie deals and spotting whitespace.

Quarterly budget planning

Data that shows where to cut waste—and double down on what drives results.

ABM plans

A holistic view of account engagement and influence across your entire ABM program.

Wendy Werve

We are like kids in a candy shop digging into accounts and opportunities.

Wendy Werve

Chief Market Officer

Amy Wellersdick

Self‑serve campaign performance numbers without MOPS tickets.

Amy Wellersdick

Director of Marketing Ops

Rebecca Scully

This is exactly what has always been missing from revenue reporting.

Rebecca Scully

VP of Marketing

Kate Johnson

One thing that stood out to me was how quickly we were able to get started. It took us 5 months and 100s of hours of our MOPS person's time to stand up another measurement provider at a previous company.

Kate Johnson

CMO

Charlie Flanagan

What used to take 2-3 hours I can now do in a few clicks, and it's made me a smarter operations person than I've ever been in my career.

Charlie Flanagan

Head of GTM Ops

Ethan Smith

We stopped doing events because we didn't have data saying they were impactful. With Upside, we can see events are actually a massive flywheel for our business.

Ethan Smith

CEO & Founder

Enterprise

Enterprise-grade credibility, startup-scale innovation.

Built by veterans of $100M+ organizations, we know how to pass security reviews with flying colors—and survive any endurance test set by your procurement team.

Secure by default

Go-to-market data is the lifeblood of your org. That's why we earned SOC 2 Type II before we even shipped our first product.

Results in days

Your CRM is messy. Your data is scattered. Upside turns it into trusted insights in days, not months. No clean-up required.

Org-wide clarity

Sales, marketing, and ops aligned in one shared system so nothing gets lost in translation as you scale.

FAQs

Questions? Answers.

What your team needs to know—answered with clarity, transparency, and confidence. Still have questions? Book a call with us .

Does Upside replace marketing ops or sales ops roles?

No. Upside enhances and empowers your ops teams by removing tedious data-wrangling tasks and guesswork. This frees your experts to focus on strategic, high-impact decisions and deeper analysis.

Is Upside secure and compliant for enterprise use?

Yes. Upside is SOC 2 Type 2 certified and uses enterprise-grade security and encryption standards. Your data security is our highest priority, and we maintain strict compliance to protect it.

How quickly can we expect insights after setup?

Typically within days, depending on the speed of your initial sync. Most customers see valuable insights and recommendations in under a week. Integration is straightforward, requiring minimal effort from your internal ops.

Our data is extremely messy—will Upside still work?

Yes. Upside is specifically designed to handle chaotic, incomplete, and inconsistent GTM data. Our next-generation, AI-powered approach automatically reconciles duplicates, maps identities, and uncovers hidden touchpoints, requiring zero manual cleanup from your team.

Can't we build this ourselves internally?

With in-house resources for AI query tuning, graph database theory, and complex entity resolution, it might be possible. But we've found there is often value to bringing in an established third-party source of truth that all internal teams can rally behind, and Upside provides immediate value within days—not months or years—without burdening your internal ops.

What is a GTM knowledge graph?

A GTM knowledge graph is a unified data layer that connects all your go-to-market systems—CRM, marketing automation, sales engagement, customer success, and more—into a single, coherent model of what actually happened. Unlike a data warehouse that just stores tables, a knowledge graph understands relationships between people, accounts, touchpoints, and outcomes, enabling insights that siloed tools can't provide.

How is Upside different from a CDP or BI tool?

CDPs unify customer profiles but rely on rigid schemas and can't interpret the messy, unstructured data where most GTM signal lives. BI tools visualize data but can't reconcile conflicting sources or understand causality. Upside is purpose-built for GTM: we reconstruct truth from incomplete signals, resolve entities across systems, and use AI to surface what actually matters—not just what's easy to chart.

What kinds of questions can Upside answer?

Upside answers questions across the entire GTM lifecycle: What influenced this deal? Why did these accounts churn? Which campaigns actually drove pipeline? What do our best reps do differently? Why is our forecast always wrong? How should we allocate budget next quarter? If it requires understanding what happened across your GTM motion, Upside can help.

Who uses Upside?

Upside serves the full revenue organization. CMOs use it to understand true campaign impact. CROs use it to diagnose pipeline health and deal risk. RevOps uses it as a trusted foundation that ends data reconciliation debates. CS leaders use it to understand expansion and churn drivers. Executives use it for board-ready insights without weeks of manual analysis.

What is Insight Engineering?

Insight Engineering is our engagement model for delivering high-leverage projects on top of your GTM knowledge graph. Once your data is unified, our team can help you build tailored outputs—board decks, custom models, reverse ETL flows, mini-apps—in days instead of months. Think of it as a way to move fast and get answers now, without fighting to free up internal resources.

What is forensic attribution?

Instead of looking just of the captured existing data in your systems, a forensic attribution model reconstructs what happened from signals, and re-creates inferred touchpoints when needed for use in the attribution investigation of what happened.

Do we need to clean up our data or change how our teams work?

No. Upside is designed to work with messy, incomplete data—that's the whole point. We don't require CRM hygiene projects or process changes before you can see value. Our AI-powered approach reconstructs truth from the signals that already exist in your systems. Most customers see meaningful insights within days of connecting their first integration.