Impact Learning Systems

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Successful Upselling and Cross-Selling: Your Must-Have Checklist Peggy Carlaw

Last year, we wrote a blog that offered 3 tips for cross-selling and upselling suc­cess. The theme of the post was uncov­er­ing oppor­tu­ni­ties and we stressed that suc­cess­ful sell­ing is closely tied to read­ing the cus­tomer. Once your reps have learned the art of uncov­er­ing oppor­tu­ni­ties, they’ll be able to cre­ate moments where it’s appro­pri­ate to offer addi­tional services.

Unless you sell just one prod­uct or item (which, if you have cus­tomer ser­vice rep­re­sen­ta­tives or a con­tact cen­ter, we’re guess­ing you don’t), there are a myr­iad of ways to put your addi­tional prod­ucts and ser­vices in front of the cus­tomer. Below we offer a handy checklist.

“Super-Size”your cus­tomer. McDonald’s, well, let’s just say they get the art of the upsell. “Would you like extra large fries for only 20¢ more?” will not be a sen­tence your reps will utter, but you can cer­tainly use the same tac­tics. For exam­ple, “For only $5.00 more, you can get 2,500 post­cards.” Break it down for them—they’ll see the value.

Point out addi­tional fea­tures. Assume that your cus­tomers don’t research all of the add-on fea­tures or ser­vices you offer. Take the car sales­man. You may not know you want those back­seat cup hold­ers, but he does.

Upsell on qual­ity. For exam­ple, “Have you seen our PD3X printer? It prints four times faster, and only costs an addi­tional $150.00.” Train your reps to look for every oppor­tu­nity to offer the next step-up in your products—especially when they sense it would be use­ful for your cus­tomers’ needs. (This is where it’s a good idea to be famil­iar with a cus­tomers’ pur­chas­ing history.)

Extend your breadth of prod­ucts or ser­vices. Say you have an online run­ning shoe store, sell­ing a spe­cific style of shoe—that’s your niche, and it works. Well, you should prob­a­bly also sell socks, right?

Acces­sorize. Sup­plies and acces­sories are an easy-in. If you sell TVs, offer cable cords and USB cords that con­nect to the TV. You don’t need to become a full-service one-stop shop, nec­es­sar­ily, but cer­tainly offer the rel­e­vant sup­plies that go with your products.

Add on a ser­vice. Ever thought about what a war­ranty is? The war­ranty is just a sim­ple way to upsell. Depend­ing on your prod­uct or indus­try, find ways to add value with addi­tional ser­vice or insur­ance. The air­lines do a great job of this. Trip-cancellation insurance—ever bought it? If so, you were upsold on service.

Throw in that gift! C’mon, who doesn’t like free address labels when they pur­chase an addi­tional 50 envelopes? Gifts work. Peo­ple love free things, even if they’re “pay­ing” for it with the upsell.

Employ the Costco effect. One thing that Amer­ica does excep­tion­ally well is bulk. There’s some­thing puz­zlingly sat­is­fy­ing about get­ting a ten-pack of under­shirts for $7.00 apiece, ver­sus a three-pack for $10.00 apiece—even if you have no idea what you’ll do with so many spare undershirts.

Offer a con­tract. If you offer ser­vice or prod­ucts some­what fre­quently, why not get a guar­an­tee on future ser­vices by writ­ing up a retainer or pur­chase con­tract? Say you hire a jan­i­to­r­ial ser­vice occa­sion­ally for your office. If they offered to clean for $10/hour, instead of $12/hour if you sign a six-month con­tract, you just might go for it, right? Congrats—you were just upsold with a pur­chase contract.

You may have read the above list but still feel that your cus­tomer ser­vice team could use some extra help and motivation—after all, sell­ing is an art, and cus­tomer ser­vice rep­re­sen­ta­tives often don’t want to feel like sales­peo­ple. At Impact Learn­ing Sys­tems, we offer train­ing pro­grams for upselling and cross-selling that will give your team more con­fi­dence and help them mas­ter the craft of upselling and cross-selling.

Peggy Car­law is the founder of Impact Learn­ing Sys­tems, a lead­ing train­ing com­pany spe­cial­iz­ing in improv­ing com­mu­ni­ca­tions between front-line employ­ees and cus­tomers. Peggy is co-author of sev­eral books pub­lished by McGraw-Hill, includ­ing Man­ag­ing and Moti­vat­ing Con­tact Cen­ter Employ­ees and The Big Book of Sales Train­ing Games.
Peggy Carlaw
View all posts by Peggy Car­law
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