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Key Account Managers: How to Identify Cross-Sell and Upsell Opportunities

Kapta Customer Success

Looking to hit your business growth goals this year? As businesses strive to do more with less, customer retention and expansion is the way to go. This allows you to spend less on costly new customer acquisitions while protecting the 20% of your existing customer base that generates up to 80% of your revenue.

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3 Action Steps for Successfully Implementing Cross-Selling and Upselling


Are your customer service representatives (CSRs) cross-selling and upselling relevant products and services to your customers? As more contact centers explore implementing cross-selling and upselling, they’re finding very little information on how to do it successfully.


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Who should own the Renewals and Upsells? Sales or Customer Success?

CSM Practice

In whatever situation, the question “Who should own the renewals and upsells?” Before diving into the question, let’s find out who’s doing the renewals and upsells process? And if in order to maximize value to the customers, I need to tweak the contract, add capabilities, upsell certain products, etc.”. Type of Upsell.

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Up yours, Customer Success Managers. Hey, I’m referring to Upselling!


Up yours, #CustomerSuccess Managers. Hey, I’m referring to Upselling! Ever try to explain to someone what upsell means? Arguably one of the most recognized promotional tag lines of our time, I’ll bet that people don’t realize the McDonald’s suggestion is pure, shameless upsell. If upsell is fries, then cross-sell is fish.

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6 Killer Applications for Artificial Intelligence in the Customer Engagement Contact Center

If Artificial Intelligence for businesses is a red-hot topic in C-suites, AI for customer engagement and contact center customer service is white hot. This white paper covers specific areas in this domain that offer potential for transformational ROI, and a fast, zero-risk way to innovate with AI.

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Guest Post: 7 Ways Improved Customer Journey Results in Business Growth


Enterprise resource management (ERP) systems centralize, automate, and manage core business data and processes, from inventory management to real-time sales information. When integrated with a CRM, you can unify all of your inventory and customer data to eliminate silos and increase data accessibility and management.

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The Ultimate Guide to Upsell Strategy for your B2B SaaS Business.


Upselling is crucial for any B2B SaaS business. So, having B2B SaaS upselling strategies is vital for your business growth. As a Customer Success Manager (CSM), your job is to help customers derive more value from your product so that they achieve their business goals. Why are B2B SaaS upselling strategies important?