Cross-sell strategies grow account value. Bundle complementary products, offer add-ons when customers hit goals, package services that solve adjacent problems and use customer success to intro new products.
Expansion campaigns target high-potential accounts. Send personalised emails showing upgrade benefits, use in-app prompts at key moments, create sales plays for CSMs and offer limited-time incentives.
Identify expansion opportunities by analysing usage data. Set automated triggers for buying signals. Develop upsell frameworks that frame growth as mutual benefit. Run targeted expansion campaigns.
See playbook
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