Forbes
    Sales

    Your reps don't know what else to offer the customer. AI finds upsell and cross-sell opportunities in every account.

    AI agent that identifies upsell and cross-sell opportunities from purchase history and usage patterns: suggests next best product per account. Increases revenue per customer by 30%.

    30%

    Revenue per customer increase with AI cross-sell recommendations

    McKinsey Revenue Growth 2024

    68%

    of companies don't systematically identify cross-sell opportunities

    Forrester B2B Commerce 2024

    5×

    Cheaper to sell to existing customers than to acquire new ones

    Harvard Business Review 2024

    Does this sound familiar?

    Reps don't see the full picture

    The rep knows their product but can't see everything the customer uses, hasn't tried, or where gaps exist. Cross-selling is random, not systematic.

    McKinsey 2024

    No data-driven recommendations

    The manager knows opportunities exist but has no systém to surface them. Relying on rep memory and ad-hoc spreadsheet analysis.

    Forrester 2024

    Timing is wrong

    When the rep comes with an offer, the customer has already bought elsewhere or isn't in the right phase. No signál for the right cross-sell moment.

    HBR 2024

    How the agent works

    4 data sources. 2 AI agents. Recommendations for every account.

    1

    Data Inputs (4 sources)

    The agent pulls purchase history, usage data, CRM account profile, and the product catalog. Builds a complete picture of consumption and potential.

    2

    Opportunity Detection Agent

    Compares the customer profile with look-alike accounts and identifies portfolio gaps. Scores by conversion probability and potential value.

    3

    Recommendation Agent

    For each account, generates a prioritized list of recommendations: what to offer, why, when, and how to communicate it.

    Output

    Account Opportunity Report

    A prioritized list of cross-sell and upsell opportunities for each account with recommended product, timing signal, and talking points.

    Sample Output

    How much work does this replace

    How many hours does your team spend finding cross-sell opportunities each month?

    How many hours this takes today / month20
    Value of one working hour (€)50

    Value of replaced work / month

    €1,000

    Pricing

    The platform fee is 190 EUR per month. Compare it against the value of work the agent takes over.

    Net benefit after deducting the fee / mo.

    €810

    The suite alone covers the fee.

    Learn more

    One-time implementation

    €900

    What the agent does on an ongoing basis

    Monthly opportunity scan

    Every month the agent scans the entire customer base and identifies new cross-sell and upsell opportunities.

    8 hrs/month

    Trigger-based alerts

    When a customer hits a usage threshold, renews a contract, or adds users, the agent alerts the rep with a specific recommendation.

    4 hrs/month

    Account whitespace analysis

    For top accounts, the agent maps the full product portfolio vs. what the customer uses.

    5 hrs/month

    Cross-sell performance tracking

    Tracks which recommendations converted and which didn't. Monthly report with recommendation win rate.

    3 hrs/month

    Setup & Pricing

    What's included

    • Elevon agent configured and imported
    • CRM and billing integration
    • Product catalog mapping
    • Historical purchase pattern analysis
    • Opportunity scoring model calibration
    • Report template and dashboard
    • Demo run with real accounts
    • Team walkthrough (1h)

    Cross-sell Recommendation Agent Setup

    900

    One-time. Full configuration + first live run.

    Then

    190 /month platform fee

    (same fee regardless of number of use cases)

    Learn more

    Frequently Asked Questions

    No random offers. No untapped potential. The right product at the right time.

    The agent finds opportunities so you can focus on what matters: building relationships.

    Learn more

    Opportunity scan, Trigger alerts, Whitespace analysis, Performance tracking

    Next step

    Want to try it?

    Describe how you identify cross-sell opportunities today. We'll propose the setup.

    See more use cases on the homepage
    ;Contact us

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