Identify complementary products or services that solve related problems and present them at the right moment in the customer journey.
Cross-sells work when they solve problems customers already have. Bad cross-sells feel like random upselling. Good cross-sells feel like helpful suggestions "since you're using X, Y would solve that related problem you mentioned." The key is relevance and timing. Offer implementation services after software purchase. Suggest training when teams struggle with adoption. Bundle complementary products that work better together. This chapter shows you how to identify which products naturally pair, structure bundles that deliver more value together, and time cross-sell offers to moments when customers actually need the additional solution.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.
Acquiring new customers is expensive. Growing existing ones is profitable. Identify expansion opportunities from usage patterns and needs. Design clear upsell paths that feel natural, not pushy. Time offers to renewal cycles and milestones. Structure pricing that enables growth.
See playbookDetermine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.
Articulate the specific outcome customers get from your solution to communicate why they should choose you over doing nothing or using alternatives.
