Drive Customer Expansion and Upsell with a customer interface
Source and optimize revenue opportunities with a hyper-tailored buyer experience

Customer expansion isn’t just about increasing revenue
With EverAfter, you can turn everyday interactions into opportunities for customer upsell. Our platform streamlines your customer expansion strategy by allowing Customer Success and Sales teams to collaborate seamlessly, identify growth potential, and present targeted upgrades—all while delivering a frictionless experience for your clients.
Set up a Deal Room for your team and the customer's team
With more stakeholders gaining access to the customer interface, you can significantly increase your reach and tap into a wider network of decision-makers and stake-holders within your client’s company, maximizing your sales potential and fostering stronger relationships with each account.
With EverAfter:
- Extend your outreach beyond the direct contact and connect with multiple stakeholders within each account.
- Encourage collaboration and knowledge sharing within your accounts.
- Make it easy for you to onboard your executive sponsor


Execute a personalized buyer engagement strategy
The old 'spray and pray' upsell tactics don't cut it anymore these days. Clients demand personalized, goal-aligned solutions, not generic pitches. Miss the mark, and you risk not only lost upsell chances but also turning off clients with offers that don’t work for their business.
With EverAfter:
- Move beyond assumptions and offer expansion opportunities that are precisely tailored to each account's desired outcomes, vertical, and true needs.
- Stop bombarding accounts with unhelpful content and loads of emails from multiple departments that creates unnecessary clutter and pushes customers away.
- Leverage valuable insights directly sourced from within the interface and witness a remarkable surge in both your upsell conversion rates and expansion opportunities.
Generate inbound CSQLs using automated signals
Expanding in the B2B space often means grappling with the challenge of identifying and prioritizing potential expansion opportunities within a large customer base. With CSMs juggling numerous accounts, a systematic and strategic approach is essential to efficiently spot and nurture promising expansion leads.
With EverAfter:
- Utilize customer data to provide customers with personalized insights and recommendations that are dynamically updated as their needs evolve
- Keep customers engaged by embedding videos, case studies, and product updates directly into the customer interface.
- Get real-time notifications when customers interact with important content, so you can talk expansion with them when they're ready.

"EverAfter gave us the infrastructure to operationalize a personalized experience, backed by data, across a large segment."

Alana Stoltzfus
Senior Manager, Digital
Acceleration & Growth

“EverAfter has allowed us to move away from troubleshooting toward deep strategic conversations."

Danny Chalmers
Revenue Operations
"EverAfter lets me sleep at night. At any hour, anywhere in the world, our customers have the resources they need to succeed—with or without a dedicated CSM."

Ty Murphy
Director of Global Scaled Success, Orca
