CRM Solutions Can Help Cross-Sell and Upsell

Is CRM Software Right for You?

Most of the new CRM systems enable cross-sell and upsell both online and on the phone. CRM software identifies, for example, a customer’s phone number and matches it with demographic data on the customer’s age, gender and marital status.

With some solutions, products are linked with others and appear on the CSR’s screen when their partners are selected. This method resembles a catalog, because the coordinating products typically are those that would be shown together on catalog pages.