Upselling and Cross-selling Process Playbook

This detailed playbook provides sales and marketing teams with a structured framework for managing upselling and cross-selling strategies within an organisation.
It includes:
– Step-by-Step Process Flow: Outlines essential subprocesses such as Customer Needs Assessment, Upselling Strategy Development, Cross-selling Strategy Development, and Feedback and Continuous Improvement, with clear actions, decision points, and feedback mechanisms to ensure that customers receive tailored product recommendations that enhance their overall experience.
– RACI Framework: Clearly defines roles and responsibilities for each task in the upselling and cross-selling process, ensuring that sales managers, marketing managers, customer service representatives, and data analysts are accountable and engaged at every stage, promoting an effective and customer-centric approach to driving revenue growth.