uplo-customer-360
UPLO Customer 360 — Full Lifecycle Revenue Intelligence
Your CRM holds pipeline stages. Your CS platform holds health scores. Your retail system holds transaction history. None of them talk to each other well enough to answer the question that actually matters: "What is the complete picture for this customer?" UPLO Customer 360 stitches together sales engagement history, onboarding records, support escalations, renewal signals, NPS feedback, and retail analytics into a unified knowledge layer that any revenue team member can query naturally.
Session Start
Load your identity to establish your revenue role — AE, CSM, solutions engineer, retail operations, etc. — and the accounts you are assigned to:
get_identity_context
Pull current directives. In revenue organizations, these include quarterly targets, discount authority limits, churn reduction mandates, and promotional campaign rules:
get_directives