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