Use Case: Up-selling & Cross-Selling

Function: Sales & Marketing


  • Managers, representatives often face a dilemma when it comes to choosing customers for up-selling & cross-selling. It requires analyzing data, which in turn is a time-consuming task


  • The Intelligent Virtual Assistants can notify deal owners when new potential business opportunities are identified for existing customers and can provide direct support when attempting to upsell and cross-sell


  • This process automation provides a foundation for managers & representatives to make an informed decision and at the same time, saves a considerable amount of time allowing them to prioritize other equally important tasks
  • Improves customer satisfaction and loyalty

System Integration: HubSpot, Salesforce, Zoho, and other popular CRMs

Sales Marketing Use Case Up Selling Cross Selling