Up-sell/Cross-sell mini-app:
Sell more to your current customers
The problem
When you close a deal, you turn that client over to your delivery or support team. But what happens when that client needs an upgrade or the latest add-on? Chances are, you have no idea. In fact, you may be oblivious to all kinds of cross-sell and up-sell opportunities.
The answer
Advantenon can alert you to that low-hanging fruit by integrating your sales records with your customer service data. We quickly identify which clients are due for maintenance or upgrades--or who may need a new product or service. So when your three biggest clients are due for major upgrades, your sales team will be sure to know.
Mini-app Highlights
- Integrate sales and customer service data
- Identify new up-sell and cross-sell opportunities
- Learn which clients are due for maintenance or upgrades
- Determine which clients to target with new products or services
- Break down data by customer, vertical market, sales rep or region
- Drill down through multiple levels, i.e., region to territory to sales rep
- Get accurate, detailed information and meaningful analysis with drill-down ability
- See actionable, real-time data to make better-informed decisions
- See colorful, easy-to-read charts and graphs
- Access data on any platform, even mobile devices
Reports & dashboards included
- Maintenance contracts expiring next month/quarter/year
- Customers without maintenance contracts
- Customers with gaps in product/service purchases
- Conversion rate of up-sell/cross-sell sales opportunities
Data sources we can connect to
- Invoice data from accounting system
- Pipeline info from CRM system
- User-created spreadsheets
- Call center management systems
- Customer service management systems
- Project management data
- Text file extracts from other systems
- Databases from other systems (SQL Server, Oracle, etc.)
Price
$7,450
This price includes the mini-app, all reports and dashboards, and integration to your custom data sources.
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View by region or rep all customers who have a single product/category but are missing a compatible product/category.
View opportunities to up-sell new products and add/renew maintenance contracts.
View and interact with the same data on your mobile device.