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HomeSalesImprove Campaigns Based mostly on Bundle | Pipeline Performs

Improve Campaigns Based mostly on Bundle | Pipeline Performs


State of affairs

The client life cycle and your gross sales calendar create nice alternatives to upsell. Tailor your campaigns to incentivize clients to improve to a brand new package deal. Individuals who have good engagement usually need extra performance, however the threshold could be too excessive. Unlock these upsells by providing a package deal that meets your shopper’s wants.

For instance, if a buyer indicators up for the superior package deal, spotlight options that match their use case for upgrading to the most effective package deal. Exhibiting them further options they’d be lacking may spark extra curiosity.

Triggers

  • Buyer has a decrease package deal at quarter finish or 12 months finish
  • A buyer life cycle
  • Constructive intent indicators towards a given product characteristic 

Motion

  • Provoke an e-mail sequence adopted by a rep name
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