Upselling to the Customer

After entering all the information for this order, the customer service representative looks at the Upsell view.

This view shows that, during the last six weeks, the customer has placed a large number of orders for rail transportation from Chicago to New York and that these orders had a large static profit. It also shows that rail transportation from Chicago to New York is a targeted lane, which the transportation company is focusing on selling.

The customer service representative asks whether the customer will want rail transportation from Chicago to New York in the near future. The customer will want it later in the week and will want to check the pricing, and possibly place the order now.

After submitting the current order, the customer service representative clicks the Auto-Order button to create the new upsell order. The customer service representative will then get more details for the new order from the customer, and will generate possible solutions for the customer. The customer service representative asks whether the customer will also want transportation in some of the other lanes in the Upsell list, but the customer does not want this immediately.