The Upsell Manager in Prospect makes it easier for your Sales team to add more products to a customer's order in a helpful, intelligent way - increasing average order values. It also allows users 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 to the customer's order, the user will be prompted to see if the customer would also like the linked Products. 

We've identified 3 key types of Upselling which our Upsell Manager supports:

  1. Upgrade
  2. Must Sell
  3. Recommended

Step 1: Search for the Required Product

To set up an Upsell Manager link, use the Global Search to find the required Product. Once you've opened the Product record, navigate to the Upsell page on the left-hand side. 

To add a new Upsell link, click on the plus icon in the top right-hand corner. 

Step 2: Add Product to Upsell

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've searched for the Domestic Alarm System Product. Once you've found the required Product, click the 'Select' button to the right.

Step 3: Set a Link Type

You'll then be able to review the 2 Products that you're linking and select the correct Link Type, which in this example would be 'Recommended'. For more information on the different Link Types, take a look at our article here

Once happy with your selection, click 'Create' and these 2 items will be linked. 

Additional Upsell Manager Options

Step 1: Setting a Ratio Quantity

Once you've set up the Upsell Manager link, there are further options that can be configured. Firstly, you can setup a ratio quantity for this particular linked product. For example, you may need to buy 2 x Battery Pack for this Alarm System. To set a ratio quantity, click on the pencil icon against the linked Product.

This will then open a side panel where you can type in the Default Quantity, which in this example would be 2, and turn on the Ratio Quantity Option. 

Step 2: Set up Further Linked Items

Another additional configure option that you can set is whether the Upsell Manager offers further linked items if they're setup. To do so, turn on the 'Offer Further Linked Items' toggle. 

Step 3: Add a Reason to the Upsell

Finally, you can also add a reason to why this product is linked. To do so, click on the Edit button which will open a text box for you to add information to. You can also add in rich text options. Once you've pressed 'Save', this reason will display when a CRM user is using the Upsell Manager on a Quote. 

For more information on how the Upsell Manager interface looks for your Sales team when creating Quotes and Orders, take a look at our helpful article here.

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