Support Team Should be Able to Utilize Upselling and Cross-selling Opportunities
Posted In | CRM | Help DeskAfter a deal is closed, customer support will interact with customers more frequently and spend more time monitoring their operations with the product or service. These conversations make them the ideal candidate to find upsell and cross-sell possibilities. But how do they know about the order and updated pricing details?
Benefits of this Use Case
It's critical to pick the better opportunity to provide an upsell or cross-sell between the conversations of the support team, and the offers may seem as useful and relevant to the client. Customer support can note down the behaviors or actions that suggest a customer is ready to commit to more opportunities, if available that is better suited to their needs. Then they may notify their sales team so that they can close the deal without leaving the interface.
Other Benefits are:
1. Single Database
2. Increased Customer Satisfaction
3. Provides quicker Solutions to Tickets
4. Support team/ Sales Reps can Automate Manual Tasks and Receive Real-time Alerts
5. Seamless Integration of Contacts and Data
Applications and Systems that need to be integrated
Having your Help Desk and CRM systems in sync makes it simple. Both systems must be integrated as seamlessly as possible so that when a customer submits a ticket in the system, a notification is delivered to your CRM.
How Gridlex’s Integrated App Suite Helps
Gridlex's integrated Help Desk and CRM give you sales opportunities from every conversation. In addition to that, the integration provides a 360-degree view of customers, increases efficiency, and encourages employee collaboration. The integration brings home more sales opportunities and solutions through efficient and simple reporting and reduces the amount of administrative work and data entry that is done manually. By giving information to sales reps about the invoices, they can be capable of handling the sales and after-sales scenarios better.