
Trust is everything in sales tech. You’re moving fast, handling sensitive data, and connecting systems that power your go-to-market motion. If your vendors don’t take security seriously, you’re the one left holding the risk.
That’s why we’re proud to share this milestone:
What SOC 2 Type II actually means.
SOC 2 is an industry-standard security framework developed by the AICPA. There are two types:
Type I looks at your policies at a single point in time
Type II goes deeper—it examines how those policies perform over time
So what we’ve achieved isn’t just a stamp. It’s proof that our security, availability, and privacy controls actually work—and hold up under scrutiny.
This certification covers the full scope of trust service principles:
✅ Security
✅ Availability
✅ Processing integrity
✅ Confidentiality
✅ Privacy
Why it matters—for RevOps, Sales, and beyond.
We know how much is at stake.
You trust upcell with B2B contact data, sales workflows, CRM integrations, and team-level access. If that pipeline breaks—or if that data leaks—it’s not just an IT issue. It’s revenue, reputation, and risk.
This certification confirms that:
Your data is protected by strict access controls and encryption
Our systems are built for uptime and operational resilience
We have real-world-tested disaster recovery plans
Compliance isn’t a one-off—it’s continuous, auditable, and enforced
Our team is trained, tested, and monitored
You shouldn’t have to wonder if your sales stack is secure. With upcell, you don’t have to.
Our security mindset (and what we mean by “no shortcuts”).
Security is embedded in how we build—from code to culture. A few ways we live this:
🔒 End-to-end encryption at rest and in transit
👥 Least privilege access with strict role-based controls
🛡️ Continuous monitoring for threats and vulnerabilities
🧪 Proactive testing including third-party pen tests and simulation drills
📜 Auditable systems with complete visibility into sensitive actions
🧬 Compliance baked into the development lifecycle, not tacked on later
This isn’t a bolt-on initiative. It’s how we work—day in, day out.
What this means for our customers.
Whether you’re an enterprise team with strict procurement policies or a fast-moving RevOps org that just wants peace of mind, SOC 2 Type II gives you confidence that:
upcell is safe to deploy
Your data is handled with care
We meet industry standards for security and operational maturity
You don’t have to build workarounds or shadow processes just to stay compliant
We’re raising the bar so you don’t have to lower yours.
This is a milestone—not the finish line.
SOC 2 Type II isn’t where we stop. It’s where we start.
We’ll keep evolving with the threat landscape. We’ll keep investing in smarter security tooling. And we’ll keep earning your trust—every day.
Want to review our SOC 2 Type II report? Just get in touch—we’re happy to share it.
Thanks for trusting us with your data.
We’ll keep protecting it like it’s our own.
— The upcell team
Trust is everything in sales tech. You’re moving fast, handling sensitive data, and connecting systems that power your go-to-market motion. If your vendors don’t take security seriously, you’re the one left holding the risk.
That’s why we’re proud to share this milestone:
What SOC 2 Type II actually means.
SOC 2 is an industry-standard security framework developed by the AICPA. There are two types:
Type I looks at your policies at a single point in time
Type II goes deeper—it examines how those policies perform over time
So what we’ve achieved isn’t just a stamp. It’s proof that our security, availability, and privacy controls actually work—and hold up under scrutiny.
This certification covers the full scope of trust service principles:
✅ Security
✅ Availability
✅ Processing integrity
✅ Confidentiality
✅ Privacy
Why it matters—for RevOps, Sales, and beyond.
We know how much is at stake.
You trust upcell with B2B contact data, sales workflows, CRM integrations, and team-level access. If that pipeline breaks—or if that data leaks—it’s not just an IT issue. It’s revenue, reputation, and risk.
This certification confirms that:
Your data is protected by strict access controls and encryption
Our systems are built for uptime and operational resilience
We have real-world-tested disaster recovery plans
Compliance isn’t a one-off—it’s continuous, auditable, and enforced
Our team is trained, tested, and monitored
You shouldn’t have to wonder if your sales stack is secure. With upcell, you don’t have to.
Our security mindset (and what we mean by “no shortcuts”).
Security is embedded in how we build—from code to culture. A few ways we live this:
🔒 End-to-end encryption at rest and in transit
👥 Least privilege access with strict role-based controls
🛡️ Continuous monitoring for threats and vulnerabilities
🧪 Proactive testing including third-party pen tests and simulation drills
📜 Auditable systems with complete visibility into sensitive actions
🧬 Compliance baked into the development lifecycle, not tacked on later
This isn’t a bolt-on initiative. It’s how we work—day in, day out.
What this means for our customers.
Whether you’re an enterprise team with strict procurement policies or a fast-moving RevOps org that just wants peace of mind, SOC 2 Type II gives you confidence that:
upcell is safe to deploy
Your data is handled with care
We meet industry standards for security and operational maturity
You don’t have to build workarounds or shadow processes just to stay compliant
We’re raising the bar so you don’t have to lower yours.
This is a milestone—not the finish line.
SOC 2 Type II isn’t where we stop. It’s where we start.
We’ll keep evolving with the threat landscape. We’ll keep investing in smarter security tooling. And we’ll keep earning your trust—every day.
Want to review our SOC 2 Type II report? Just get in touch—we’re happy to share it.
Thanks for trusting us with your data.
We’ll keep protecting it like it’s our own.
— The upcell team
Trust is everything in sales tech. You’re moving fast, handling sensitive data, and connecting systems that power your go-to-market motion. If your vendors don’t take security seriously, you’re the one left holding the risk.
That’s why we’re proud to share this milestone:
What SOC 2 Type II actually means.
SOC 2 is an industry-standard security framework developed by the AICPA. There are two types:
Type I looks at your policies at a single point in time
Type II goes deeper—it examines how those policies perform over time
So what we’ve achieved isn’t just a stamp. It’s proof that our security, availability, and privacy controls actually work—and hold up under scrutiny.
This certification covers the full scope of trust service principles:
✅ Security
✅ Availability
✅ Processing integrity
✅ Confidentiality
✅ Privacy
Why it matters—for RevOps, Sales, and beyond.
We know how much is at stake.
You trust upcell with B2B contact data, sales workflows, CRM integrations, and team-level access. If that pipeline breaks—or if that data leaks—it’s not just an IT issue. It’s revenue, reputation, and risk.
This certification confirms that:
Your data is protected by strict access controls and encryption
Our systems are built for uptime and operational resilience
We have real-world-tested disaster recovery plans
Compliance isn’t a one-off—it’s continuous, auditable, and enforced
Our team is trained, tested, and monitored
You shouldn’t have to wonder if your sales stack is secure. With upcell, you don’t have to.
Our security mindset (and what we mean by “no shortcuts”).
Security is embedded in how we build—from code to culture. A few ways we live this:
🔒 End-to-end encryption at rest and in transit
👥 Least privilege access with strict role-based controls
🛡️ Continuous monitoring for threats and vulnerabilities
🧪 Proactive testing including third-party pen tests and simulation drills
📜 Auditable systems with complete visibility into sensitive actions
🧬 Compliance baked into the development lifecycle, not tacked on later
This isn’t a bolt-on initiative. It’s how we work—day in, day out.
What this means for our customers.
Whether you’re an enterprise team with strict procurement policies or a fast-moving RevOps org that just wants peace of mind, SOC 2 Type II gives you confidence that:
upcell is safe to deploy
Your data is handled with care
We meet industry standards for security and operational maturity
You don’t have to build workarounds or shadow processes just to stay compliant
We’re raising the bar so you don’t have to lower yours.
This is a milestone—not the finish line.
SOC 2 Type II isn’t where we stop. It’s where we start.
We’ll keep evolving with the threat landscape. We’ll keep investing in smarter security tooling. And we’ll keep earning your trust—every day.
Want to review our SOC 2 Type II report? Just get in touch—we’re happy to share it.
Thanks for trusting us with your data.
We’ll keep protecting it like it’s our own.
— The upcell team
Author

Justin Sweeney
Chief Technology Officer

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