Upselling to clients is the most efficient way of growing a business. How can you encourage more of it?
It may not seem obvious at first glance, but we repeatedly hear from users that better information helps account managers upsell to clients. How does that work? There are two elements to it.
Upselling starts with the planting of an idea to a client. And who's the best person to plant such an idea? Someone your client trusts, someone who is credible and confident and has a track record. Someone who is already on the case.
Upselling opportunities can happen at any level and at any time. It might be about expanding a project, or bringing forward a phase, or increasing its scope, or planning an entire new project altogether.
There are two keys to this. For upselling to work, your client needs to have:
Giving your team better information increases their credibility, helping clients trust them more. In turn, this further increases team confidence. They like to shine at every touch point. It becomes a virtuous circle, improving morale.
Giving your team information that is clearer, more focused to them and always up to date can lead to an increased likelihood of individuals actively helping to grow the business. Let's look at the specifics of how Synergist helps.
So what’s the evidence that project management software makes a difference? Here are two comments from Directors using Synergist:
“Upselling takes place now. Before Synergist, we wouldn’t have been able to achieve that. Having the data makes all the difference.”
Phil Robinson
Founder & CEO
ClickThrough
“Empowering the account teams means they can advise the client rather than merely work on the job task. It’s a more consultative relationship, more valuable.
“It’s given them more of a sense of responsibility, more discipline. The team have become much more commercially-minded now. They understand margins. It’s also helped our account managers & account directors earn more from existing clients.”
Steven Clark
Finance Director
Tayburn