workflow:upsell-cross-sell-motion
Upsell and Cross-Sell Motion overview
Identifies and executes expansion revenue opportunities within the existing customer base — monitoring product usage signals that indicate readiness for tier upgrades or additional modules, analyzing customer health scores and engagement patterns to determine optimal expansion timing, generating personalized product recommendations based on current usage gaps and peer benchmarks, coordinating between customer success and sales on expansion handoff protocols, building ROI narratives using customer-specific value metrics, tracking expansion pipeline separately from new-logo pipeline with dedicated stage definitions, and measuring net revenue retention contribution by expansion motion type. Produces expansion signal dashboards, recommendation engine accuracy reports, and NRR attribution analytics. Excludes new customer acquisition.
Attributes
Outgoing edges
- domain:sales·DomainSales
- domain:customer-relations·DomainCustomer Relations
- role:planner·RolePlanner
- role:data-analyst·RoleData Analyst
- role:business-analyst·RoleBusiness Analyst
- org-unit:sales-team·OrgUnitSales Team
- org-unit:customer-success·OrgUnitCustomer Success
- skill-area:customer-success·SkillAreaCustomer Success
- skill-area:revenue-operations·SkillAreaRevenue Operations
- responsibility:data-quality-monitoring·ResponsibilityData quality monitoring
- responsibility:performance-budget-tracking·ResponsibilityPerformance budget tracking