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Cross-Selling and Upselling

Cross-Selling and Upselling is the strategic ability to effectively promote and sell additional products, services, or higher-value options to existing clients in account management. It involves understanding the client's needs and matching them with relevant offerings to optimize client value and revenue growth.

Level 1: Emerging

At an emerging level, you are learning to recognize opportunities to cross-sell and upsell within your accounts. You're beginning to understand your client's needs for effective recommendations.

Level 2: Proficient

At a proficient level, you are able to effectively identify and capitalize on opportunities for cross-selling and upselling within existing accounts, maximizing revenue and fostering stronger client relationships in Account Management.

Level 3: Advanced

At an advanced level, you are able to identify and maximize cross-selling and upselling opportunities within existing accounts, driving revenue growth and strengthening customer relationships in the context of Account Management.

Where is this capability used?