ShiftUp AI Revenue Intelligence | Guided Selling for Enterprise Teams
Identifies Salesforce accounts for potential opportunities and guides sellers on priorities, contacts, offers, and outreach.
ShiftUpPaid
Poggio Agentforce Extension
by PoggioSalesforceFreemium
Adds continuously updated account intelligence to Agentforce for research, planning, opportunity ranking, and recommended next steps.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Poggio connects account intelligence to Agentforce through MCP, using CRM data, call transcripts, web research, and contacts. Its context layer includes research summaries, account plans, stakeholder maps, and points of view. In Salesforce workflows, the Agentforce integration can generate account plans, rank opportunities, and recommend subsequent actions. MCP and REST APIs also connect the intelligence layer to custom agents and compatible platforms.
Key capabilities
from the Salesforce AppExchange listingAgentforce MCP connection
Provides account context within Agentforce for account planning, opportunity ranking, and recommended subsequent actions.
Account context layer
Combines CRM records, call transcripts, web research, contacts, and other information into a continuously refreshed account view.
MCP server
Connects compatible agents and tools to Poggio account intelligence through MCP.
REST API access
Provides programmatic access for teams building custom agents or using platforms without MCP support.
Structured research outputs
Provides points of view, account plans, research summaries, and stakeholder maps.
Use cases
- Sales teams can use Agentforce to create account plans and rank opportunities within Salesforce workflows.
- Teams building custom agents can retrieve account intelligence through MCP or REST APIs.
- Sellers can connect Claude to Poggio for account research, analysis, planning, and content creation.
Who it's for
B2B revenue organizations and go-to-market teams.
How it compares
Poggio provides refreshed account context for Agentforce, custom agents, and MCP-compatible platforms, with outputs such as account plans, stakeholder maps, and research summaries. ShiftUp AI Revenue Intelligence | Guided Selling for Enterprise Teams is described as an intelligence layer for traditional sales approaches that identifies potential opportunities across assigned accounts.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| ShiftUp AI Revenue Intelligence | Guided Selling for Enterprise Teams | Paid | Cloud |
In the catalog
144 plugins in Agentforce · Sales
Price distribution: 44 free, 32 freemium, 68 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Poggio is the Revenue AI platform that powers seller & agent success. Poggio's Agentforce Extension delivers real-time intelligence and context to any agent—whether it's Agentforce, Claude, custom agents, or internal automation. That way all agents operate from a unified view of the customer, take the right next …»