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Cross-Sell Opportunities

Introducing complementary modules, increasing product value and customer engagement

Julie Zehntner avatar
Written by Julie Zehntner
Updated over 2 weeks ago

Summary

This play drives cross-sell opportunities by introducing complementary modules, increasing product value and customer engagement

Why this works

  • Leverages existing customer relationships to expand usage.

  • Aligns offerings with the customer’s needs and workflows.

  • Encourages deeper adoption of the product ecosystem.


Goal

For the reader

Help customers discover new value by expanding into underused parts of the product.

For the company

Drive cross-sell revenue from accounts already seeing success with one module.



Accoil Signal

(1) Primary signal

  • Feature Usage Gaps

    Accounts engaged with one product area but not others — a clear expansion signal.

  • Feature Adoption

    High engagement in a core capability suggests they’re ready for more.

(2) Additional insights (recommended filters):

  • Broad Industry Use Case

    Focus on accounts more likely to benefit from full-feature access.

  • Mature Lifecycle Stage

    Target customers who’ve had time to embed into the core experience.


Action steps

1.. Segment Accounts by Feature Engagement

  • Use Accoil segments to highlight accounts showing strong use in one area with limited exposure elsewhere.

2. Showcase Adjacent Value

  • Share how other features complement what they already use. Include relevant examples.

3. Offer Trial Access in Targeted Outreach

  • Easily sync with Sales/Accounts team through connections. Let them try additional features with guided onboarding or walkthroughs.

4. Engage Key Stakeholders

  • Use insights to frame how expansion supports business or workflow goals.

5. Track Engagement + Follow Up

  • Monitor adoption and follow up to convert interest into expansion revenue.



Supporting metrics

Metrics

How to measure in Accoil

Cross-Sell Conversion

% of accounts adopting additional features

Revenue Impact

Increase in ARR from cross-sell efforts

Feature Adoption Growth

Usage uplift across previously underused product areas



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