The Ultimate Guide to Up-selling and Cross-selling
Thought CRM Was about Software? It Isn’t.
Getting your people onboard is the critical factor in CRM success. Here’s how to do it.
Most CRM implementations fail to carry the people who’ll use them along for the ride.
Follow these three stages to open up massive up-selling and cross-selling opportunities.
How to identify up-selling and cross-selling opportunities by looking for patterns.
Communicate the methods by sharing the models.
How to execute with an eye on continuous improvement.
Each step above includes 3 sequenced strategies for turning your CRM potential into greater sales at increased margins.
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You may also like these resources:
Guide: Getting CRM right for Insurers
Guide: The Insurers Guide to Digital Transformation
Effortless service in Banking begins with Microsoft Dynamics. Connecting Relationship Managers & back-office Operations on a unified data service reduces time to serve, automates compliance flows & delivers outstanding CX. >>>> https://youtu.be/bHbii5yQPrc