---
title: "HG Insights for Expansion & Upsells"
slug: "how-madkudu-helps-with-your-upsell-and-expansion-efforts"
updated: 2025-11-05T01:43:14Z
published: 2025-11-05T01:43:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.madkudu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HG Insights for Expansion & Upsells

HG Insights can help your Customer Success team to increase business outcomes by **improving expansion and upsell efforts:**

- [Run Expansion / Upsell plays](/v1/docs/how-madkudu-helps-with-your-upsell-and-expansion-efforts#run-expansion-upsell-plays)
- [Identify Upsell / Expansion opportunities](/v1/docs/how-madkudu-helps-with-your-upsell-and-expansion-efforts#identify-upsell-expansion-opportunities)
- [Get 360 insights on customer accounts](/v1/docs/how-madkudu-helps-with-your-upsell-and-expansion-efforts#get-360-insights-on-customer-accounts)

Read along to learn more about each use case. Once you’ve identified your use case, [here](/v1/docs/setting-up-your-plays) is how to get started.

### Run Expansion / Upsell plays

HG Insights assigns **specific and relevant outreach messages to respective customer segment** so every customer gets treated the right way. For Example the ‘Customer with positive NPS score’ gets a feedback prompt while the ‘accounts with increase in users in the last 30 days’ gets a message supporting the onboarding of new users.

This use case is most helpful when:

- your Account Managers don’t have a programmatic way to engage with their respective customers
- upsell / expansion conversations are initiated with either fully manually curated emails or generic outreach and are not effective

### Identify Upsell / Expansion opportunities

HG Insights will **analyze the first and third party signals** and attributes that historically led to a successful outcome. With that you will get a score that allows you to **prioritize your customer account**s that are more likely to upgrade Automate Upsell / Expansion post-sales outreach tasks.

This use case is most helpful when:

- you want to proactively identify upsell opportunities rather than waiting for your customers to raise their hand and ask for an expansion

### Get 360 insights on customer accounts

HG Insights **aggregates all 1st, 2nd and 3rd party engagement signals** both, from your systems as well as from the HG Insights signal catalog and brings that data into a single view right within Salesforce or your Sales Engagement System. **No need for multiple logins, jumping between tabs and losing a lot of time finding relevant information.** This is particularly important for bringing in product engagement data into your Account Management workflow

This use case is most helpful when:

- your sellers are spending a lot of manual effort for their account research. They have to log into different tools and systems to get the information they need to inform their outreach
- product telemetry and usage metrics are either not accessible for sales at all or in dashboards that are hardly readable and require a separate log in