Usermind for Cross-Sell & Upsell

Expand key accounts and reduce customer churn with personalized cross-sell and upsell, proactive outreach for at-risk customers, and renewal orchestration.

The Cross-Sell & Upsell Challenge

The Usermind Solution: Customer Context

Benefits

Higher revenue per customer
Improved ROI on targeted ad spending
Increased digital sales conversion
Increased operational efficiency
Proactive alerting on customer issues
Rapid experimentation & optimization

Example journeys

Personalized Cross-Sell & Upsell

Leverage a customer’s activity across systems to drive better, more targeted cross-sell, upsell, and renewal experiences.

Why It's IMPORTANT

Customers expect a seamless experience across channels — using a customer’s behavior to make intelligent product recommendations is key to driving revenue and customer satisfaction

Why It's Difficult Today

With multiple platforms containing customer data, it’s difficult to get a clear picture of customer intent, and use it to tailor communications

Journey Outcomes

Increased customer engagement, higher revenue

Churn Risk Detection & Prevention

Leverage a customer’s activity across systems to drive better, more targeted cross-sell, upsell, and renewal experiences.

Why It's IMPORTANT

Customers expect a seamless experience across channels — using a customer’s behavior to make intelligent product recommendations is key to driving revenue and customer satisfaction

Why It's Difficult Today

With multiple platforms containing customer data, it’s difficult to get a clear picture of customer intent, and use it to tailor communications

Journey Outcomes

Increased customer engagement, higher revenue

Renewal Orchestration

Reduce churn and orchestrate better renewal experiences by connecting systems, teams, and processes.

Why It's IMPORTANT

It costs 7x more to acquire a new customer than to retain an existing one; leverage a customer’s contextual data to provide a seamless, timely renewal experience

Why It's Difficult Today

Providing a seamless renewal experience is complicated by multiple systems, teams, and touchpoints involved

Journey Outcomes

Increased renewals, higher customer satisfaction, higher revenue

Case Study

Customer Retention for a Top U.S. SaaS Company

A leading provider of business intelligence software engaged with Usermind to orchestrate onboarding and improve customer retention. Because experiences in the first 30 days of a subscription are directly related to churn, providing seamless, contextual onboarding was key to helping customers achieve value and stay engaged.
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