Cross-Sell

cross selling is an important sales strategy aimed at increasing the revenue by promoting related products or services to existing customers for example, customers currently having a video conference subscription may want to add a few lower edition licenses for a team of contractors cross sell by creating a new quote users can cross sell new products or services by creating a new quote typically, cross selling new products or services may have a different, simpler sales process than creating the initial sale so a best practice here is to create a new opportunity record type in salesforce (e g with name cross sell or expansion) and associate it with a different sales process when cross selling a new subscription to an existing customer, you might consider aligning its renewal date with their existing subscriptions to achieve this, you can follow the co terming process outlined in the co term subscriptions docid\ v0suhdgucr3gw6j3zs1jz , enabling the customer's subscriptions to renew simultaneously cross sell while making changes another opportunity for cross selling arises during the change order process, such as upselling, downselling, or renewing existing subscriptions here's how you can cross sell while making changes you can follow the steps below to cross sell new products while making changes to existing subscriptions, assets or entitlements log in to nue on salesforce go to the customer account and click on "manage customer lifecycle " in the subscriptions, assets, or entitlements tab, make the necessary changes and add them to the change cart for example, you can renew an existing subscription or add units to an asset or entitlement checkout the change cart to create a quote or order in the line editor, you'll see the modifications made to the existing subscriptions, assets, or entitlements click on "add new products" to open the product selector panel search for the product you want to cross sell and drag it into the line editor the co term popup will appear, giving you the option to co term with any of the subscriptions, including the one being modified in the following example, the user wants to cross sell vroom pro while adding new units to vroom business subscription confirm your selection, and nue will add the products to the line editor if you choose to co term, nue will prorate the subscription term accordingly please note that the change type for the newly added products will be set as "new product," indicating a cross sell of a new product or service to an existing customer, rather than acquiring a new customer please note that the change type of the newly added products is set to new product this indicates it is a cross sell of a new product or service for an existing customer, instead of acquiring a new logo this process simplifies cross selling within existing customer accounts and enhances the efficiency of sales operations