Sales
Finds upsell and cross-sell in every account.
An AI agent that analyses purchase history and usage patterns and suggests the next best product. Increases revenue per customer by 30%.
30 %: Revenue per customer increase with AI cross-sell recommendations · McKinsey Revenue Growth 2024
Runs on the Elevon platformData inputs (4 sources)
Opportunity Detection Agent
Recommendation Agent
Account Opportunity Report
01How it works
4 data sources. 2 AI agents. Recommendations for every account.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data inputs (4 sources)
The agent pulls purchase history, usage data, CRM account profile, and the product catalogue. Builds a complete picture of consumption and potential.
- 02
Opportunity Detection Agent
Compares the customer profile with look-alike accounts and identifies portfolio gaps. Scores by conversion probability and potential value.
- 03
Recommendation Agent
For each account, generates a prioritised list of recommendations: what to offer, why, when, and how to communicate it.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€56,720saved in year one
100 hours of work back every month · 18.3× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
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 against what the customer uses.
5 hrs/month
Cross-sell performance tracking
Tracks which recommendations converted and which didn't. Monthly report with the recommendation win rate.
3 hrs/month
04Included and price
What's included
- Elevon agent configured and imported
- CRM and billing integration
- Product catalogue mapping
- Historical purchase pattern analysis
- Opportunity scoring model calibration
- Report template and dashboard
- Demo run with real accounts
- Team walkthrough (1 h)
One-time implementation
€1,000
One-time. Full configuration + first live run.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
Purchase history (12+ months), product catalogue, and CRM data. Usage data is optional but significantly improves accuracy.
Unlimited. The agent scales linearly. We typically process 500-10,000 accounts per month.
In pilots we achieve a 35-45% conversion rate on top-scored recommendations.
Primarily for B2B. The agent is optimised for account-based selling.
The agent works with commercial data, not personal data.
Yes. Salesforce, HubSpot, Pipedrive, and other CRMs with an API.
05More for Sales
More AI Agent Workflows for Sales.
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AI analyzes lost deals to find patterns, price, timing, competitor, objection type. Surfaces actionable insights to improve win rates by 25%.
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AI scores inbound leads by fit, intent, and engagement signals, prioritizes reps' time on highest-converting prospects. Increases qualified pipeline by 45%.
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Next step
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.