Using a QuickBooks CRM allows your employees to create estimates directly within the CRM - no need to wait for someone with access to QuickBooks. It’s helpful to present customers with an estimate that provides a line-by-line pricing breakdown. Customers appreciate honesty, and they’ll be more likely to consider the value of your proposal if they aren’t distracted by unknown numbers. Be upfront about what the additional products or services will cost before launching into a description of their benefits. When upselling and cross-selling, it’s important to not make customers feel like they’re being tricked into spending more. Ready to get started? Keep reading to learn how a QuickBooks CRM makes it easier to achieve those goals. Regardless of what you sell, becoming more effective at upselling and cross-selling helps you generate repeat business and increase revenue. For instance, when you buy a bike, the employees will (hopefully) encourage you to add a helmet and lights in the interest of safety. Meanwhile, cross-selling occurs when you try to sell additional products or services that complement the customer’s initial purchase. A classic example is “Would you like fries with that?” The customer is already purchasing one food item, and adding fries makes it a more expensive (and delicious) combo. Upselling occurs when you encourage a customer to buy an upgraded or more expensive version of their intended purchase. But if done effectively, upselling and cross-selling are actually great strategies to grow your small business by leveraging your existing customer base.įirst things first - let’s clarify the difference between the two. After all, we’ve all been on the receiving end of a pushy sales pitch. Upselling and cross-selling often get a bad rap.

Clarify crm bos