Upsell Opportunity Finder

Upsell Opportunity Finder

The Upsell Opportunity Finder analyzes usage data, contract terms, and industry benchmarks to spotlight accounts primed for expansions—so your team can focus on high-ROI cross-sell and upsell plays.

Find Your Next Expansion Deal

AI identifies accounts ready for upsell based on usage patterns, product limits, and behavior.

Step 1

Aggregate Usage & Contract Data

AI pulls product usage metrics, purchase history, and licensing details from your systems.

Step 1

Aggregate Usage & Contract Data

AI pulls product usage metrics, purchase history, and licensing details from your systems.

Step 1

Aggregate Usage & Contract Data

AI pulls product usage metrics, purchase history, and licensing details from your systems.

Step 2

Score Expansion Potential

Machine learning models weigh red flags and green flags to score each account.

Step 2

Score Expansion Potential

Machine learning models weigh red flags and green flags to score each account.

Step 2

Score Expansion Potential

Machine learning models weigh red flags and green flags to score each account.

Step 3

Deliver Priority List

Your CSMs and AEs receive a ranked “Top Upsell Candidates” list with recommended packages or add-ons for each account.

Step 3

Deliver Priority List

Your CSMs and AEs receive a ranked “Top Upsell Candidates” list with recommended packages or add-ons for each account.

Step 3

Deliver Priority List

Your CSMs and AEs receive a ranked “Top Upsell Candidates” list with recommended packages or add-ons for each account.

Find Your Next Expansion Deal

AI identifies accounts ready for upsell based on usage patterns, product limits, and behavior.

Step 1

Sync Your Mail Streams

Connect Gmail, Outlook, or your help-desk email. The AI ingests both inbound and outbound threads.

Step 2

Analyze & Score Conversations

Natural Language Understanding flags sentiment shifts, urgency, and buying intent.

Step 3

Deliver Actionable Insights

Dashboard and Slack notifications highlight which threads need follow-up, reprioritizing outreach based on behavioral signals.

Built to Empower Every Team

Whether you're in strategy, marketing, product, or ops—Arvat’s agents help you move faster with clarity and confidence.

Account Managers

Spend less time hunting for expansions; focus on highest-value accounts.

Account Managers

Spend less time hunting for expansions; focus on highest-value accounts.

Account Managers

Spend less time hunting for expansions; focus on highest-value accounts.

Account Managers

Spend less time hunting for expansions; focus on highest-value accounts.

Customer Success Directors

Drive predictable revenue by systematically engaging ripe upsell opportunities.

Customer Success Directors

Drive predictable revenue by systematically engaging ripe upsell opportunities.

Customer Success Directors

Drive predictable revenue by systematically engaging ripe upsell opportunities.

Customer Success Directors

Drive predictable revenue by systematically engaging ripe upsell opportunities.

Finance Teams

Forecast expansion revenue more accurately with prioritized account lists.

Finance Teams

Forecast expansion revenue more accurately with prioritized account lists.

Finance Teams

Forecast expansion revenue more accurately with prioritized account lists.

Finance Teams

Forecast expansion revenue more accurately with prioritized account lists.

Integrate Seamlessly with
Your Existing Tools

Integrate Seamlessly with
Your Existing Tools

Effortlessly Connect with Your Current Tools and Systems
for Seamless Integration Across Your Workflow

Effortlessly Connect with Your Current Tools and Systems
for Seamless Integration Across Your Workflow

Stripe

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Stripe

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Stripe

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Stripe

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Salesforce

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Salesforce

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Salesforce

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Salesforce

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Dynamics

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Dynamics

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Dynamics

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Dynamics

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Amplitude

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Amplitude

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Amplitude

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Amplitude

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Mixpanel

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Mixpanel

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Mixpanel

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Mixpanel

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Hubspot

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Hubspot

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Hubspot

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

Hubspot

Boost Teamwork to New Levels with an Advanced Collaboration Workspace.

See the Difference an Agent Makes

Manual work misses patterns. Arvat’s AI agents catch them early, automate your insights, and help your team act faster - with clarity and confidence.

Manual work misses patterns. Arvat’s AI agents catch them early, automate your insights, and help your team act faster - with clarity and confidence.

Without Agent

Without Agent

With Agent

With Agent

Automated scoring

Laser-focused account plans

Predictable expansion growth

Maximized upsell timing

Teams love Arvat

We are obsessed with helping companies deliver better service to their customers

40% reduction in churn

Since adopting Arvat, we’ve cut churn-related surprises by 40%, and our team is saving 10+ hours/week by automating health monitoring and follow-ups. It’s not just insights — it’s execution on autopilot

Arvat's AI agents reduced our churn rate by 25% in just six months. The proactive alerts and customer health monitoring gave us a clear roadmap to address at-risk accounts before it was too late.

James, Software Engineer at Sage

15% increase in productivity

Arvat cut our onboarding time by 40% and gave every team—from Sales to Product—a shared view of customer health.

Arvat gives us the missing link between product, sales, and CS. We finally have one place where insights turn into action — whether it’s nudging sales for an upsell or alerting PMs to feature friction.

Jane, Manager at Echo

Before Arvat, our CSMs were juggling between tools just to stay updated. Now, everything — tickets, calls, product usage — is centralized. We spot churn risks faster, run tailored playbooks, and have full visibility across accounts.

Sohil, HR at Oasis

Teams love Arvat

We are obsessed with helping companies deliver better service to their customers

40% reduction in churn

Since adopting Arvat, we’ve cut churn-related surprises by 40%, and our team is saving 10+ hours/week by automating health monitoring and follow-ups. It’s not just insights — it’s execution on autopilot

Arvat's AI agents reduced our churn rate by 25% in just six months. The proactive alerts and customer health monitoring gave us a clear roadmap to address at-risk accounts before it was too late.

James, Software Engineer at Sage

15% increase in productivity

Arvat cut our onboarding time by 40% and gave every team—from Sales to Product—a shared view of customer health.

Arvat gives us the missing link between product, sales, and CS. We finally have one place where insights turn into action — whether it’s nudging sales for an upsell or alerting PMs to feature friction.

Jane, Manager at Echo

Before Arvat, our CSMs were juggling between tools just to stay updated. Now, everything — tickets, calls, product usage — is centralized. We spot churn risks faster, run tailored playbooks, and have full visibility across accounts.

Sohil, HR at Oasis

Teams love Arvat

We are obsessed with helping companies deliver better service to their customers

40% reduction in churn

Since adopting Arvat, we’ve cut churn-related surprises by 40%, and our team is saving 10+ hours/week by automating health monitoring and follow-ups. It’s not just insights — it’s execution on autopilot

Arvat's AI agents reduced our churn rate by 25% in just six months. The proactive alerts and customer health monitoring gave us a clear roadmap to address at-risk accounts before it was too late.

James, Software Engineer at Sage

15% increase in productivity

Arvat cut our onboarding time by 40% and gave every team—from Sales to Product—a shared view of customer health.

Arvat gives us the missing link between product, sales, and CS. We finally have one place where insights turn into action — whether it’s nudging sales for an upsell or alerting PMs to feature friction.

Jane, Manager at Echo

Before Arvat, our CSMs were juggling between tools just to stay updated. Now, everything — tickets, calls, product usage — is centralized. We spot churn risks faster, run tailored playbooks, and have full visibility across accounts.

Sohil, HR at Oasis

Teams love Arvat

We are obsessed with helping companies deliver better service to their customers

  • 40% reduction in churn

    Since adopting Arvat, we’ve cut churn-related surprises by 40%, and our team is saving 10+ hours/week by automating health monitoring and follow-ups. It’s not just insights — it’s execution on autopilot

  • Arvat's AI agents reduced our churn rate by 25% in just six months. The proactive alerts and customer health monitoring gave us a clear roadmap to address at-risk accounts before it was too late.

    James, Software Engineer at Sage

  • 15% increase in productivity

    Arvat cut our onboarding time by 40% and gave every team—from Sales to Product—a shared view of customer health.

  • Since integrating Arvat, we’ve cut down our reporting time by 50%. The seamless data integration and real-time analytics have made it so much easier to track KPIs and make data-driven decisions seamless

    Jane, Manager at Echo

  • Before Arvat, our CSMs were juggling between tools just to stay updated. Now, everything — tickets, calls, product usage — is centralized. We spot churn risks faster, run tailored playbooks, and have full visibility across accounts.

    Sohil, HR at Oasis

Frequently asked questions

Frequently asked questions

Ask everything you need to know about our products and services.

Ask everything you need to know about our products and services.

What data does the agent analyze to surface upsell opportunities?

What data does the agent analyze to surface upsell opportunities?

How does the scoring system work?

How does the scoring system work?

Can we customize the criteria for what qualifies as an upsell opportunity?

Can we customize the criteria for what qualifies as an upsell opportunity?

Does it integrate with our existing CRM and analytics tools?

Does it integrate with our existing CRM and analytics tools?

Will this replace my reps' judgment or selling skills?

Will this replace my reps' judgment or selling skills?