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‘SalesMan’ - CRM Upsell Cross-sell recommendations plugin

• Plug-in for CRM application to help sales through automated upsell, cross-sell product recommendations

• Leverages CRM 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

Benefits

SALES​
  • Displays related products and gives
    matching Opportunity count (All and
    Any products match)
  • Helps plan appropriate upsell, cross
    sell and more products sales
  • Better account mining options through
    data driven insights
marketing
  • Recommendations report gives most
    recommended products with
    corresponding accounts.
  • Plan appropriate 1:1 marketing activity
    for selected customers

Example: When a product is recommended by CRM Plugin for few accounts, marketing team can plan a focused seminar or webinar, conference only for selected customers.

cross team collaboration
  • Better cross Team collaboration to
    coordinate for more product
    Sales/Marketing
  • Better Trainings planning

Implementation and advanced dicussions in progress with;

1. A leading CAE Automation company with 12000 Employees across 23 countries

2. Japanese multinational information technology equipment and services company

3. Leading innovator and manufacturer of computer peripherals and software

White Paper-CRM Crosssell Upsell Recommendations Plugin

As sales team works on opportunities, ‘CRM recommendations Plugin’ leverages CRM system data and gives best upsell, cross-sell product recommendations through built-in Sales pattern study machine learning algorithm. It enables them to sell more and helps organization plan effective 1:1 customer marketing with recommendation-based product insights.

SalesMan Presentation.

Understand SalesMan better with the presentation here.