Cross-selling and upselling eBook

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Phocas
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Why tackle upselling and cross-selling for your business? It’s a sales tactic that’ll help you increase revenue, improve your profit margins, and boost overall sales — without all the rigmarole and cost of new customer acquisition. Learn how to harness your existing customer data to identify and target the best cross-sell and upsell opportunities.

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you should read this ebook if...

  • You are a sales professional who needs an intro to effective cross-selling and up-selling
  • You are a solopreneur doing your own sales and need a step-by-step guide to identify and act on cross-sell and upsell opportunities
  • You are a product person trying to make the most of certain customer data and help empower your sales team

about this ebook

It’s not that it’s necessarily hard to upsell or cross-sell within your customer base. But it’s not a sales strategy you can just start implementing on the fly. It requires understanding customer behavior and buyer habits, then building out either product bundles or reworking your sales funnel. You need to optimize for upgrades, so that your upsell opportunity feels natural, enticing and valuable…not just like a thoughtless profit-generating center. And don’t whiff the execution, either — it needs to be simple and easily executed, or customers won’t be swayed. Either technique starts by taking a close look at your products. Where can you identify…

Why tackle upselling and cross-selling for your business? It’s a sales tactic that’ll help you increase revenue, improve your profit margins, and boost overall sales — without all the rigmarole and cost of new customer acquisition. Learn how to harness your existing customer data to identify and target the best cross-sell and upsell opportunities.

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Key insights

It’s not that it’s necessarily hard to upsell or cross-sell within your customer base. But it’s not a sales strategy you can just start implementing on the fly. It requires understanding customer behavior and buyer habits, then building out either product bundles or reworking your sales funnel. You need to optimize for upgrades, so that your upsell opportunity feels natural, enticing and valuable…not just like a thoughtless profit-generating center. And don’t whiff the execution, either — it needs to be simple and easily executed, or customers won’t be swayed. Either technique starts by taking a close look at your products. Where can you identify…

Key insights

It’s not that it’s necessarily hard to upsell or cross-sell within your customer base. But it’s not a sales strategy you can just start implementing on the fly. It requires understanding customer behavior and buyer habits, then building out either product bundles or reworking your sales funnel. You need to optimize for upgrades, so that your upsell opportunity feels natural, enticing and valuable…not just like a thoughtless profit-generating center. And don’t whiff the execution, either — it needs to be simple and easily executed, or customers won’t be swayed. Either technique starts by taking a close look at your products. Where can you identify…

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How do you identify cross-sell and upsell opportunities? How do you determine when it's the right time to make a pitch?

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Cross-selling and upselling eBook
Reviewed by
Alissa Pagano
3.9
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What we loved:

Simply put, well-organized, and easy to follow. This is a brief selling guide, but it really does make the most of its page count. We found it useful and actionable.

What we didn't love:

We could have done with a little less self-promotion. Fortunately, its implementation doesn’t hurt the content here. It’s just that with such a short ebook, a whole page of quotes from happy Phocas customers is actually a pretty significant chunk! We’d prefer if they let their software capabilities speak for themselves, because that actually fits in perfectly while discussing info gathering and data monitoring.


13 pages
Table of Contents
External References
ISBN
978-0306774676

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