Within the CRM we have an Upsell Manager, making it easier for your sales team to add additional products to a customer's order. The Upsell Managers allows you to create links between multiple products that should or can be sold together. If an Upsell link has been configured, when the product is added the user will be prompted to see if the customer would also like the linked products.
We have identified three key types of Upselling which our Upsell Manager supports; Upgrade, Must Sell & Recommended.
To setup an Upsell Manager link use the Global Search to find the required product. Once you have the product record open navigate to the Upsell page. To add a new Upsell link click on the plus icon in the top right-hand corner.
By clicking on the plus icon, a product search will appear so you can search for the other item that you wish to link this product to. Within the example below we have searched for the Domestic Alarm System product. Once you have found the required product click the 'Select' button.
You will then be able to review the two products that you're linking & select the correct Link Type, which in this case would be Recommended. For more information on the different link types take a look at our Different Upsell Manager Links Explained article. Once happy with your selection click 'Create' & these two items will be linked.
For more information on how the upsell manage interface looks for your sales team when creating quotes & orders take a look at our Using Upsell Manager Links when Quoting.
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