Gainsight for Upsell/Cross-sell Management

Boost revenue within your customer base by demonstrating value and taking the right actions at the right time.

Identify & Capitalize On Expansion Opportunities

Use Cockpit to operationalize your upsell and cross-sell strategy to drive customer growth and process efficiency.

  • Get notified about expansion opportunities based on triggers like utilization, stage, product adoption, support engagement, survey responses, advocacy, and more
  • Develop a Success Plan to deliver value and plan for expansion
  • Leverage playbooks to drive consistency and cross-functional collaboration

Demonstrate Customer Value

Use Gainsight to help prove value to your customers and make a compelling case for expansion.

  • Quickly generate slides to summarize the relationship and share progress with Success Snapshots
  • Send automatic emails on user adoption and engagement through CoPilot
  • Capture customer goals and track progress to demonstrate ROI with Success Plans

Generate Demand at Scale

Email your customers when a new product or service offering launches, or when a customer hits certain milestones.

  • Auto-trigger emails to customers about upgrade options and new offerings
  • Send targeted, personalized, emails from the CSM team, without depending on Marketing
  • Include a survey to learn more about customer needs at scale

See Customer Data in One Place

Unify disparate data sources to get a single source of truth on customer data and health in the Customer360 and Gainsight Salesforce Opportunity and Account widget.

  • Review health trends, adoption history, survey responses, and support cases
  • See which packages a customer has already purchased and enabled
  • Access customer information directly on the Salesforce Opportunity and Account page


Click the button below to schedule an overview of Gainsight

Schedule A Demo

Subscribe to Customer Success Best Practices in Your Inbox