AI agent for upsell and cross-sell opportunities
The Upsell/Cross-sell Maximizer compares what each account owns with similar customers and with what it has asked for, then ranks the best expansion opportunities with the evidence for each, so account teams can turn them into new pipeline.
Revenue Intelligence
Upsell/Cross-sell Maximizer
Compares what each account owns with similar customers and what it has asked for, then ranks the best expansion opportunities with the evidence for each.
How it works
- 1
Compare accounts
What each account owns, next to similar customers, from your CRM and data warehouse.
- 2
Read the signals
Spend trends from your invoices and the features customers have asked for.
- 3
Rank the opportunities
The best expansion opportunities come first, each with the evidence behind it.
- 4
Build the pipeline
Turn the ranked list into a target list for the account teams.
Ask questions like these
Ask the Upsell/Cross-sell Maximizer agent in plain language; every answer shows its sources.
- Where are the biggest cross-sell opportunities?
- Which accounts use the core platform but not the analytics add-on?
- Which accounts are ready for an upsell conversation?
Works with the systems you already run
Uses your CRM, ERP and data warehouse, through connectors such as these.
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See the Upsell/Cross-sell Maximizer agent at work
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