Increased Deal Sizes with In-App CRM Beacons Highlighting Upsell Opportunities

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The company faced challenges in maximizing revenue from new product launches due to sellers' lack of awareness about product packaging and bundling opportunities. By utilizing Whatfix’s in-app guidance tools, the company empowered sellers to identify and act on cross and upsell opportunities more effectively, leading to higher deal sizes and increased revenue.

Sellers were often unaware of new product launches and lacked knowledge about which products could be bundled logically. This lack of insight prevented them from maximizing sales opportunities, resulting in missed revenue potential from selling more products.

Whatfix deployed beacons to highlight new product and service introductions directly in the CRM. Nudges alerted sellers to bundling opportunities within their deals, while workflow automation guided them to add relevant products for pitching. Contextual smart tips further identified product-specific cross and upsell opportunities when sellers were working within the CRM.