The Ultimate Guide to: Up-selling and Cross-selling

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Drive cross-selling and up-selling with CRM, by thinking people – not software

While CRM is a great toolbox for the complete sales cycle – cold prospect to red-hot
lead – it needs to be looked at from another perspective: cross-selling and up-selling. In today’s market, concentrating on the customers who know you best is an easy way to increase sales and ROI.


Analyzing existing customer data can uncover opportunities for cross-selling and up-selling, and communicating those insights to the sales is important if they are to make use of them. These practices and processes can be embedded into a self-sustaining cycle of
continuous improvement.


This white paper outlines 3 steps to cross-selling and up-selling success:

  • Identifying opportunities
  • Communicating methods
  • Executing while improving

Sponsored by Redspire

Since 2003, specialist Microsoft Dynamics CRM consultancy, Redspire, has helped organisations large and small, in a range of industries, achieve tangible business solutions and success. With offices in Glasgow and London, we help our clients including Argos, Bibby Scientific and Direct Wines to access meaningful, real-time data, allowing them to continuously improve their customer insight and experiences.