AI-Powered Account Intelligence That Turns Account Plans into Revenue
Analyze Salesforce accounts with AI, create account plans, map stakeholders, find expansion opportunities, and forecast revenue.
Next QuarterPaid
Litera Upper Sigma
by Upper SigmaSalesforcePaid
Law-firm CRM for managing client relationships, activities, referrals, events, planning, pipeline, and reporting in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Upper Sigma provides a CRM for law firms within Salesforce. It brings together client relationships, email and meeting activity, marketing engagement, whitespace, and pipeline information. The product captures contact, client, and activity data automatically and can be accessed on mobile, in a pane, in a browser, and through Outlook or Teams. It includes tools for event and list management, referrals, client and practice planning, reporting, and dashboards.
Key capabilities
from the Salesforce AppExchange listingClient relationship management
Provides visibility into client relationships and firm connections.
Automated data capture
Captures contact, client, and activity data with little or no data entry.
Event and list management
Builds and updates lists, manages events, and tracks related activity.
Referral management
Captures referrals, records their sources, and tracks referral activity.
Client planning
Standardizes client and practice planning within the CRM.
Reporting and dashboards
Tracks and analyzes pipeline and revenue-generating activities.
Multi-surface access
Provides access through mobile, a pane, a browser, Outlook, and Teams.
How it compares
Upper Sigma combines law-firm client relationship management with referral, event, client planning, pipeline, and revenue activity tracking. Next Quarter focuses on AI-powered account intelligence, buyer intent, whitespace opportunities, and account plans for sales teams, while Account Plan 360° focuses on strategic account planning and sales execution for sales, account management, customer success, and business development teams.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| AI-Powered Account Intelligence That Turns Account Plans into Revenue | Paid | Cloud | |
| Account Plan 360° | Strategic Account Planning & Sales Execution | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«The CRM Purpose-Built For Law Firms CLIENT 360 VIEW Gain full insight into your client relationships, email and meeting activities, marketing engagement, whitespace, and pipeline—plus everything else you expect from a CRM. ENTERPRISE SECURITY AND SCALABILITY Access enterprise-level security, scalability, and pre-built …»