Sales Enablement Tool
In one month, the Sales Enablement Tool had generated over $500k of high confidence cross-sell/upsell opportunities for the sales team to “go get.”
Manufacturer and distributor of industrial assemblies
The client sales team was not generally accustomed to outbound selling and realized they had a untapped source of revenue with existing clients with decades-long relationships. With over 2,500 active customers, many in direct competition, and over 2,500 SKUs, identifying the right products to sell to the right customers would take at least one full-time resource to research and prepare SKU packages for selling to existing customers.
We used best-of-breed open-source tools to build a Cross-sell/Upsell engine to enable the sales team to focus on value-add selling rather than conducting research.The client had recently undergone an 80/20 exercise to prioritize key customers and products. We built a pilot to prove our LLM-supported web platform would generate real results using a top priority customer segment.The team created a user-friendly interface, which included sales opportunities, sales dashboards, and an AI Agent which could be used for creating and validating specific opportunities to sell to existing customers.The Sales Enablement Tool created unique opportunities for cross-selling and upselling based on customer profiles (both internal and external data), creating sales packages, estimated revenue lift, justifications, and sales scripts to enable the sales team to execute rapidly on sales opportunities.
In one month, the Sales Enablement Tool had generated over $500k of high confidence cross-sell/upsell opportunities for the sales team to “go get.”
