Sales Opportunity Detection
Analyzes customer data and behavior to identify sales opportunities, such as upsells, renewals and cross-sells. Helps sales teams proactively capitalize on opportunities with existing customers.
At a glance
Up to 12 hours/week
time saving
Up to 10x within a few months
expected ROI
Live in 2 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Sales teams miss upsell and cross-sell opportunities due to lack of insight
- Account managers don't know which customers are ready for an upgrade or additional product.
- Renewals are picked up too late, putting customers at churn risk.
- Manually sifting through CRM data takes lots of time and yields incomplete insights.
Proactive signaling of sales opportunities with context
- Analyzes customer usage, contract data and engagement to detect upsell and cross-sell signals.
- Alerts 60-90 days before contract expiry so renewal conversations can be planned on time.
- Provides concrete recommendations: which product, why now, and relevant customer context for the conversation.
- All customer data analysis happens within the Netherlands, in strict compliance with GDPR requirements for sales data.
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Sales Opportunity Detection · Automatic identification of upsell and cross-sell opportunities
Consolidate customer data
apiStep 1 of the automated process.
Analyze behavior patterns
analysisStep 2 of the automated process.
Detect sales signals
dataStep 3 of the automated process.
Prioritize opportunities
outputStep 4 of the automated process.
Alerts to sales team
apiStep 5 of the automated process.
0
Steps completed
5
Total steps
What it delivers
Generate more revenue from existing customers without additional acquisition
The agent identifies opportunities that sales teams would otherwise overlook and provides concrete talking points for conversations. The result: proactive sales with higher conversion and better customer retention.
opportunities identified
through timely follow-up
per account manager
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Koppelt met CRM, product-analytics en customer success tools voor complete klantinzichten.
CRM & Sales
Product Analytics
Customer Success
Communication
Frequently asked questions
How does the agent know which customers are ready for upsell?
The agent looks for signals such as intensive product usage (limit reached), company growth (LinkedIn, news), team size increased, or engagement with upsell content. You can add signals that are relevant to your business.
Do we get hundreds of daily alerts or is it filtered?
The agent filters by quality and urgency. For example, you get the top 5 upsell opportunities weekly and all renewals in the next 90 days monthly. Alert frequency is customizable per opportunity type.
Can the agent also identify churn risk?
Yes, if customer usage drops, support tickets increase, or engagement is low, the agent flags this as churn risk. Customer Success teams then get an alert to reach out proactively.
Does this also work for B2C or only B2B?
The agent is primarily designed for B2B with longer sales cycles and account management. It also works for B2C with many transactions, but the focus is more on churn prevention than individual upsells.
How do you protect sensitive customer data in these analyses?
All analyses happen on Dutch servers and customer data is never shared with external parties. We use aggregated data where possible and only log necessary actions. Sales teams only see insights, not raw personal data.
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Get started with Sales Opportunity Detection
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.