If you’re looking for a way to improve your customer relationships, our CRM customer insights and upsell/cross-sell opportunity identification checklist can help. By understanding your customer base and identifying opportunities to improve the customer experience, you can keep your customers coming back for more. Our checklist can help you.

• Know your customers intimately.
  The best way to find upsell and cross-sell opportunities is to know your customers as much as possible. This way, you’ll be able to identify what other products or services they may be interested in.

• Look at customer purchase history.
• Use data to segment your customers.
  Data is your friend when it comes to finding upsell and cross-sell opportunities. By segmenting your customers based on factors like purchase history, demographics, and interests, you’ll be able to more easily identify
• Look for patterns in customer behavior.