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Know who is ready to Upgrade

Grow your portfolio by monitoring Upsell signals

SPEAK TO UPSELL EXPERT


monitor account growth to increase upsells

We help you identify upsell and expansion opportunities

SPEAK TO OUR UPSELL & EXPANSION EXPERT

Increase upsells and drive growth

Determine which account is ready for an upsell. Auto-create tasks for your success team to increase upsells.

create alerts and tasks for upsells

Monitor Product Usage

Monitor product usage to determine the engagement level of an account. Determine which account is ready for upsell.

Monitor Product Usage
alert for upsell opportunity

Active User Alert

Watch out for upgrade opportunities. Auto-create alerts for high license utilization.

Create Upsell Segment

Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account.

Create an upsell segment
Upsell playbook

Upsell Taskboard

Everyone creates onboarding playbooks. Think beyond customer onboarding. CustomerSuccessBox allows you to create playbooks to determine when an account is ready for an upgrade.

Customer Upsell resources

Learn everything about customer upsell to scale your business

Blog

Upselling strategies that can improve your bottomline!

How can you improve the upsell rate in your SaaS company?

Blog

5 mistakes marketers make while trying to increase upsells

Customer marketing practices for upsells differ from new acquisition

Blog

Strategies to Increase Upsell and How to do it the right way in 2021 ?

How to recognise upsell opportunities in b2b SaaS

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