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Drive Expansion With Customer Signals

Unify Marketing, Sales and Customer Success around real-time data to identify upsell opportunities, trigger the right campaigns, and grow accounts proactively.

See expansion in action

Engage, Build, Benefit

The most important aspect of building campaigns that impact pipeline is cross-team collaboration.

Engage icon

Engage to Understand — Track customer journeys across touchpoints and platforms to deeply understand their needs.

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Build Credibility — Foster loyalty by engaging via preferred channels and delivering contextual, valuable content.

Benefit icon

Benefit Mutually — Create mutually invested relationships that drive expansion and lifetime value.

Portal home dashboard

From Onboarding to Expansion — Automatically

Feed centralized experience data into your organization and create effective campaign triggers at every stage.

Onboarding

Onboarding

Gather cross-platform customer data from day one. Set the foundation for personalized engagement throughout the journey.

Value Realization

Value Realization

Track maturity scoring and engagement signals. Identify customers who are getting real value from your product.

Advanced Usage

Advanced Usage

Trigger automated expansion campaigns based on behavior. Engage power users with contextual upsell and cross-sell opportunities.

Advocacy

Advocacy

Convert power users into advocates and references. Leverage their enthusiasm to generate reviews, referrals, and case studies.

Expansion

Expansion

Deliver expansion-ready customers to Account Executives via CRM integration. Track upsell and cross-sell revenue impact.

Create Timely, Relevant Campaigns at Scale

From onboarding through value realization to advanced usage — increase lifetime value with programmatic campaigns. Glean performance insights and optimize continuously.

Create campaign ask
Maturity levels scoring

Track Maturity & Expansion Readiness

Score customers based on usage maturity, engagement depth, and advocacy participation. Deliver expansion-ready accounts to your sales team with full context.

The Upsell Cross-Sell Pocket Guide booklet

The Upsell/Cross-Sell Pocket Guide

Learn proven strategies for driving expansion revenue through customer-led campaigns. This guide covers everything from identifying upsell signals to building automated cross-sell workflows.

Download the Guide

"Base is the first of its kind in helping customer marketing & advocacy practitioners bundle reference management, advocacy management, and marketing into one cohesive platform."

Luis Gonzalez, Manager Global Customer Advocacy, Alteryx

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Ready to Drive Expansion Revenue?

See how Base helps you turn customers into your best growth channel.

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