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
The most important aspect of building campaigns that impact pipeline is cross-team collaboration.
Engage to Understand — Track customer journeys across touchpoints and platforms to deeply understand their needs.
Build Credibility — Foster loyalty by engaging via preferred channels and delivering contextual, valuable content.
Benefit Mutually — Create mutually invested relationships that drive expansion and lifetime value.

Feed centralized experience data into your organization and create effective campaign triggers at every stage.
Gather cross-platform customer data from day one. Set the foundation for personalized engagement throughout the journey.
Track maturity scoring and engagement signals. Identify customers who are getting real value from your product.
Trigger automated expansion campaigns based on behavior. Engage power users with contextual upsell and cross-sell opportunities.
Convert power users into advocates and references. Leverage their enthusiasm to generate reviews, referrals, and case studies.
Deliver expansion-ready customers to Account Executives via CRM integration. Track upsell and cross-sell revenue impact.
From onboarding through value realization to advanced usage — increase lifetime value with programmatic campaigns. Glean performance insights and optimize continuously.


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

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."








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