What is cross selling?

Uses

Glossary

Cross-selling refers to the practice of offering customers complementary products. It is considered one of the marketing strategies. In the financial services sector, cross-selling could involve suggesting investment options to investors. Providing tax preparation services to clients who are planning for retirement. For example, if a customer has a mortgage with a bank, the sales team may propose offerings like a line of credit or suggest saving products such as a certificate of deposit (CD).

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How Cross-Selling Works?

Generating revenue for businesses, including advisors, often involves cross-selling to existing clients. This method of growing their business is considered one of the ways since they already have a relationship with the client and understand their needs and goals.

When executed efficiently, selling can lead to profits for professionals such as stockbrokers, insurance agents, and financial planners. Income tax preparers with licenses can easily provide insurance and investment products to their tax clients making it a straightforward sales opportunity.

Cross selling in Bitrix24

If you are looking for simple and powerful software for cross selling, consider Bitrix24. With over 35 sales and email marketing tools on board, Bitrix24 is a perfect choice for any business.

What is cross selling?

How Cross-Selling Works?

Cross selling in Bitrix24

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