Upsell and Cross-sell Topic

Field technicians and service reps can identify and display relevant product upgrade opportunities and add-on options for existing assets (upsell), and new product suggestions (cross-sell) applicable to customers. They can use the Upsell and Cross-sell agent topic to deliver a comprehensive overview of all recommended products in a single, clear communication. Providing all necessary information upfront enables customers to make well-informed decisions, thereby enhancing their trust and overall satisfaction.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, and Manufacturing Cloud, with Agentforce enabled. View edition availability.

Use this topic to create quotes for selected products and submit the customer's approval for the confirmed quotes.