Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Auto Crosssell Upsell Recommendations
Don’t let your sales data fade away, give it a new life!
Overview
Sell more with automated Upsell & Crosssell recommendations from Salesforce data. Make sales team generate more revenue with ‘Customers who bought this, also bought that’ recommendations while working on an Opportunity. Let your data do more for you.
Plug-in to help generate more sales through automated upsell, crosssell product recommendations
Leverages legacy system data and gives product recommendations through Machine-Learning based algorithm for Upsell and Cross-sell.
Sales team gets ‘Customers who bought this, also bought that’ type of B2B product recommendations while working on an Opportunity in CRM system
While organizations today define different strategies for effective upsell and cross sell, the machine learning algorithm-based CRM recommendations engine automates the entire process in a very different way. It leverages the sales data lying idle in CRM application and with combination of highly scalable ML stack on cloud leverages this data for appropriate upsell, cross sell recommendations to the sales team as they work with customers. As Salesperson works on an Opportunity, they click on ‘Show Recommended Products’ button. On Click additional recommended Products are displayed by matching the products (all/any) in current opportunity. These products are then leveraged to sell more while working on an opportunity against a customer. Recommendations data is also saved and mapped against a particular account which can be later leveraged for account mining and effective 1:1 marketing.
Categories
- Business Needs
- Sales Intelligence
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package