Case Study: Upserve (restaurant payments & analytics SaaS) doubles sales under management from $2B to $4B in 6 months with InsightSquared

How Upserve Used InsightSquared To Optimize Their Sales, Grow From $2B To $4B In Sales Under Management In 6 Months

Upserve (formerly Swipely) is a Providence-based SaaS provider of payments, analytics, and marketing tools for restaurants. As the company scaled rapidly—adding dozens of sellers to a 70-person sales org—VP of Sales Matt Oley needed ways to identify the biggest growth opportunities, compare and coach account executives, and fix pipeline visibility and data integrity issues that were slowing forecasting and execution.

Upserve implemented InsightSquared within weeks, using pre-built sales reports for live coaching, forecasting, and pipeline hygiene. The analytics enabled individualized rep coaching, cleaner pipelines, shorter sales cycles, higher win rates, and better forecasting—helping the company save hours of analysis, double sales under management in six months (from $2B to $4B), and give leadership the confidence to focus on hiring, training, and strategy.

Upserve

Matt Oley

Vice President of Sales