Customer Value Deep Dive Strategy
For repeat customer add-on scenarios, Clearitty offers data-driven upgrade programs:
- Demand prediction system: The platform monitors the business dynamics of client companies (e.g., opening new branches, obtaining financing) and automatically triggers "add-on opportunity" alerts when it detects signals of expansion. It also analyzes customer product usage data to identify functional gaps (e.g., a sudden drop in a module's usage rate may indicate a change in demand).
- Accurate Proposal Generation: After entering a customer's historical purchase history, AI will generate a proposal template containing 3 pricing options (basic upgrade/functionality extension/bundled package) based on successful add-on purchases from similar customers, automatically matching the offer acceptance range of that customer.
- Decision Tree Navigation: The system provides a multi-layered response strategy to 20 common customer refusals (e.g., "the current version is sufficient"). For example, when a customer expresses budget constraints, alternatives such as converting to an annual subscription, paying in installments, or a feature-neutralized version are recommended.
Best Practice: It is recommended to set up a "Customer Health Watch" to initiate an early warning process for customers whose usage frequency drops by more than 15%. Utilizing the platform's "additional purchase script library" to rehearse different scenarios can increase the success rate of secondary sales by 60%.
This answer comes from the articleClearitty: the AI tool that delivers sales insightsThe