Upsell / cross-sell advisor
Reviews a customer's history and tells the rep what to offer next: an add-on product, an upgrade, or complementary services.
When to use it
Businesses with a broad product line and a base of 200+ active customers.
How it works — example
- Input
- A rep opens the record of a customer who bought a CRM with 10 licenses.
- Agent actions
- The agent reviews the history: the team is growing, and similar customers buy the analytics module.
- Result
- Right in the record: "Offer the analytics module + 5 licenses, 70% likelihood, +$3K to the deal."
Business impact
1 month: +5-10% to average order value. 3 months: +15-20% LTV. 6 months: +20-30% revenue with no new customers.
Similar agents
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