Sylvan provides an autonomous system that transforms scattered post-sales data from CRM and product usage into actionable upsell and cross-sell pipeline opportunities. The platform uses LLMs and machine learning to enrich signals, identify revenue lanes, and automate next-best-action recommendations for revenue teams. This closed-loop system sharpens expansion plays by continuously learning from execution outcomes, driving predictable account growth.
Funding
Funding not disclosed
Founders
Product
Problem
Revenue teams lose expansion opportunities because upsell, cross‑sell, and churn signals are fragmented across CRM, product‑usage logs, and support conversations, making it difficult to identify and act on growth moments in a timely manner.
Solution
Sylvan provides an autonomous platform that consolidates post‑sales data from CRM systems, usage analytics, and customer communications into a unified, structured dataset. Large language models tag unstructured text while machine‑learning models enrich missing firmographic and usage attributes. The enriched data is clustered to reveal hidden revenue lanes, risk momentum, and M&A synergy opportunities. A 360° customer profile surfaces usage spikes, open tickets, and next‑best‑action recommendations, which are delivered directly to Salesforce tasks, Slack threads, or email cadences. As reps execute recommended plays, outcomes feed back into the platform, continuously refining scoring and recommendation accuracy through closed‑loop learning.
Target Audience
Primary users are B2B SaaS revenue teams—including account managers, customer success managers, and sales operations leaders—who need to operationalize post‑sales data into actionable expansion pipelines.
Features
- Secure, auditable connectors for CRM, product‑usage telemetry, and conversation platforms (email, chat, support tickets)
- LLM‑driven tagging of unstructured signals (e.g., meeting notes, support chats) and ML‑based enrichment of missing firmographics and usage metrics
- Automated clustering and segmentation to surface hidden upsell, cross‑sell, churn risk, and M&A synergy opportunities
- Real‑time 360° customer view that aggregates goals, usage trends, ticket activity, and next‑best‑action suggestions
- Play orchestration engine that pushes recommended actions to Salesforce, Slack, or email workflows with one‑click execution
- Closed‑loop feedback loop that captures execution outcomes to continuously improve scoring models
- Interactive visual dashboards that track evolving customer behaviors and risk momentum across segments