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Identify Expansion Opportunities in Existing Accounts
Monitor customer accounts for growth signals and generate targeted upsell and cross-sell campaigns automatically.
Capture every upsell opportunity
Stop letting growth opportunities slip through the cracks. Octave continuously monitors your accounts for expansion signals, allowing you to act on upsell and cross-sell opportunities in real-time and maximize your expansion revenue.
Deploy pitch-perfect messaging
Generate messaging that lands. Octave grounds every interaction in your unique strategy—your products, personas, and use cases—to create targeted campaigns that speak directly to your customer's evolving needs.
Automate your growth playbook
Scale your customer growth strategy without scaling your team. Build an automated, self-optimizing workflow that identifies opportunities and crafts tailored outreach, freeing your team to focus on closing deals.
How to automate account expansion
In three steps, you can build an automated workflow to find and act on expansion opportunities across your customer base.
Define your strategy
Load your products, use cases, and reference customers into the Octave Library. This creates the GTM brain that understands what you sell and why customers buy.
Monitor for signals
Deploy Enrichment and Qualification agents to monitor your accounts. Agents check for growth signals by matching real-time company data against your ideal customer profile.
Launch targeted campaigns
Use Sequence Agents to automatically generate personalized upsell or cross-sell campaigns. The agent uses the right playbook to target the opportunity with the perfect message.
Features
Resources
Ingest and codify company assets (e.g., websites, docs, decks) into actionable intelligence.
Library
Define and align core value propositions, target segments, and buyer personas.
Playbooks
Create hyper-personalized messaging for every niche, persona, and segment you target.
Agents
Power real-time workflows with agents grounded in your ICP and GTM strategy.
Styles
Encode tone of voice, brand identity, and the language patterns behind your best-performing CTAs.
Prospector
Surface every high-value contact in your target market—fast.
Related Use Cases
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Frequently Asked Questions
Still have questions? Get connected to our support team.
Octave's agents can identify a wide range of signals by analyzing real-time data. This includes changes in firmographics, matching a company to a new segment you serve, or identifying a fit for a different product in your portfolio based on their profile. You can also provide runtime context, like product usage data, to trigger campaigns.
Relevance comes from Octave's core design. The Library acts as a single source of truth for your positioning. Playbooks then create specific messaging strategies for different scenarios. Finally, Agents use real-time data about the account to select the best playbook and generate copy that resonates with that specific customer.
Yes. You can define different market Segments within the Octave Library. When an agent identifies a customer in a specific segment, it can trigger a playbook and messaging sequence built specifically for that segment, ensuring your outreach for account expansion is always tailored.
This workflow increases expansion revenue by automating the two most critical parts of the process: identifying opportunities and acting on them. By continuously monitoring your entire customer base for growth signals, you surface more upsell opportunities. By automatically generating targeted messaging, you increase the conversion rate of your campaigns.
Octave integrates with your modern GTM stack to create a seamless workflow. You can pull data from CRMs like Salesforce and HubSpot, orchestrate workflows in tools like Clay, and push messaging into sending platforms like Outreach, Instantly, and Smartlead.
Build your generative GTM motion today
