1. Marketing, Sales Force Automation, and Partners
  2. Marketing
  3. Upsell Manager
  4. Upselling From Customer Records

Upselling From Customer Records

When you view customer records, you can view a list of potential upsell items and item categories.

The Upsell subtab presents suggested upsell items that sold well with items that customers purchased.

The list of upsell items also displays a correlation and count for each set of items. Correlation is the percentage of customers that purchased the upsell item and the items the customer purchased. The Count value indicates the number of customers that purchased both items, which provides the relative reliability of the correlation.

For example, Wolfe Electronics considers two items for upsell. The first item has a correlation of 50% and a count of six. The second item has a correlation of 20% and a transaction count of 150. The higher count value for the second upsell item indicates that its correlation is less likely to be coincidence. Wolfe decides that the second item is a better item for upsell.

To upsell from a customer record:

  1. Go to Leads > Relationships > Customers.

  2. Click View next to the name of the customer to whom you want to upsell.

  3. Click the Sales subtab.

  4. Click the Upsell subtab.

    This subtab shows a list of items, their correlation, and a count of transactions in which the two items appear together.

  5. Click the Create Opportunity button.

    A new opportunity opens with the customer automatically selected.

  6. Click the Items subtab.

  7. Click Upsell Items.

  8. In the Upsell Items popup window, check the boxes next to the items you want to upsell to the customer.

  9. Click Submit.

    NetSuite adds these items to the opportunity.

  10. Add more items and enter other information about the opportunity.

  11. Click Save.

Now you can provide this opportunity to your sales team so that they can negotiate the offer with the customer.

Note:

To maintain optimal NetSuite performance, you should set upsell preferences to limit the number items that display. Go to Setup > Marketing > Upsell Preferences. These limited items appear on the Upsell subtab of the customer record and the Upsell Items popup window on transactions.

Related Topics

General Notices