fbpx

Cross-sell & Upsell Management

Automate presentation of tailored cross-sell and upsell offers.

How it works

  • 1. Offer Logic Audit

    We conduct a detailed audit of sales history and associated purchases to derive most likely upsell and cross-sell opportunity logic -generate cross-sell matrix to customers on the basis of prior purchasing history and create logic to sell them further products or services

  • 2. Market Model

    Construction of a transactional model to correctly include all channel participants and ensure complete inclusion and replication of existing go-to-market model with the presentment of the structured offer to the client

  • 3. Offer Presentment

    Delivery of structured workflow notification to channel participants and End-Users that incorporates correct pricing logic, SKUs, and correctly enables self-administration of the upsell opportunity for closure

  • 4. Transact & Close

    Provide a simple, intuitive and effective way for End Users to pay for their offers, that incorporates an ability to still pay via their partners, but also enables immediate transaction using a credit card, purchase order and other payment types

  • 5. Receipt & Order Placement

    Automatically confirm and provide a receipt for the closed order to the End User, notify channel participants that the order is closed and automatically place a clean order onto the appropriate ordering systems to close the order

  • 6. Monitor and Improve

    View a range of real-time performance metrics that provide insight into service operation and inform the decision to improve revenue and margin capture

CUSTOMER INTELLIGENCE MANAGEMENT PLATFORM

Installed Base
Management

Re-connect with latent or lost customers using smart automation.

Learn More

Customer
Transparency
Management

In-life customer data management.

Learn More

Opportunity &
Margin Management

Workflow management enabling opportunities, pricing and channel margin.

Learn More

Renewals
Management

Automate issuing of renewal quotes.

Learn More

Renewals
Web-Store

Enable customers to renew directly through the your renewals webstore.

Learn More

Cross-sell &
Upsell
Management

Automate presentation of tailored cross-sell and upsell offers.

Learn More

Book your Renewtrak demo today Request a Demo