{"id":3040,"date":"2018-06-07T10:44:59","date_gmt":"2018-06-07T14:44:59","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=3040"},"modified":"2023-12-15T08:56:53","modified_gmt":"2023-12-15T13:56:53","slug":"upselling-and-cross-selling-with-quickbooks-crm","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/upselling-and-cross-selling-with-quickbooks-crm\/","title":{"rendered":"Effective Upselling and Cross-Selling With a QuickBooks CRM"},"content":{"rendered":"

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Upselling and cross-selling often get a bad rap. After all, we\u2019ve all been on the receiving end of a pushy sales pitch. But if done effectively, upselling and cross-selling are actually great strategies to grow your small business by leveraging your existing customer base.<\/p>\n

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First things first \u2014 let\u2019s clarify the difference between the two. Upselling<\/strong> occurs when you encourage a customer to buy an upgraded or more expensive version of their intended purchase. A classic example is \u201cWould you like fries with that?\u201d The customer is already purchasing one food item, and adding fries makes it a more expensive (and delicious) combo.<\/p>\n

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Meanwhile, cross-selling<\/strong> occurs when you try to sell additional products or services that complement the customer\u2019s initial purchase. For instance, when you buy a bike, the employees will (hopefully) encourage you to add a helmet and lights in the interest of safety.<\/p>\n

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Regardless of what you sell, becoming more effective at upselling and cross-selling helps you generate repeat business<\/a> and increase revenue.<\/p>\n

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Ready to get started? Keep reading to learn how a QuickBooks CRM<\/a> makes it easier to achieve those goals.<\/p>\n

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1. Be transparent about pricing<\/strong><\/h2>\n

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When upselling and cross-selling, it\u2019s important to not make customers feel like they\u2019re being tricked into spending more. Be upfront about what the additional products or services will cost before launching into a description of their benefits. Customers appreciate honesty, and they\u2019ll be more likely to consider the value of your proposal if they aren\u2019t distracted by unknown numbers.<\/p>\n

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It\u2019s helpful to present customers with an estimate that provides a line-by-line pricing breakdown. Using a QuickBooks CRM allows your employees to create estimates directly within the CRM \u2014 no need to wait for someone with access to QuickBooks.<\/p>\n

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Method CRM users:<\/strong> Create as many estimates as necessary to show customers their options, without worrying about cluttering up QuickBooks. Check the box for \u201cWait for approval before syncing\u201d on the estimate screen to prevent the estimate from automatically syncing to QuickBooks.<\/p>\n

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