Use Cases — Sales

Upsell & Cross-Sell Agent

Analyzes customer behavior, product usage, and purchase history to identify the best upsell and cross-sell opportunities for each account — delivering timely, relevant suggestions to account managers.

Deploy this agent All Sales agents

Billing unit

Per opportunity identified

Pay only for the value delivered. No upfront cost.

The result

Account managers receive a proactive list of expansion opportunities every week. The right products are suggested to the right customers at the right time. Expansion revenue grows.

The problem

What happens without this agent.

Before

Upsell and cross-sell opportunities are identified by reps when they happen to think about it, or during annual reviews. Most opportunities are missed or spotted too late.

How it works

Step by step: how the Upsell & Cross-Sell Agent operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Agent analyzes each customer's current product usage, contract, and purchase history

  2. 2

    Identifies usage patterns that correlate with readiness for a specific upsell or add-on

  3. 3

    Compares account profile against customers who successfully expanded in similar contexts

  4. 4

    Generates a ranked expansion opportunity list per account manager

  5. 5

    Posts weekly opportunity brief to Sales channel with account-specific messaging suggestions

  6. 6

    Updates opportunities in CRM as expansion pipeline for tracking and forecasting

Why it matters

Built for your Sales team.

The Upsell & Cross-Sell Agent is designed specifically for Sales processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per opportunity identified, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

Upsell and cross-sell opportunities are identified by reps when they happen to think about it, or during annual reviews. Most opportunities are missed or spotted too late.

With the agent

Account managers receive a proactive list of expansion opportunities every week. The right products are suggested to the right customers at the right time. Expansion revenue grows.

FAQ

Common questions about the Upsell & Cross-Sell Agent.

What does the Upsell & Cross-Sell Agent do?
Analyzes customer behavior, product usage, and purchase history to identify the best upsell and cross-sell opportunities for each account — delivering timely, relevant suggestions to account managers.
What is the business impact of the Upsell & Cross-Sell Agent?
Account managers receive a proactive list of expansion opportunities every week. The right products are suggested to the right customers at the right time. Expansion revenue grows.
How is the Upsell & Cross-Sell Agent deployed?
The Upsell & Cross-Sell Agent is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Sales systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per opportunity identified.
How much does the Upsell & Cross-Sell Agent cost?
The Upsell & Cross-Sell Agent follows theywork365's pay-per-action model: you pay only per opportunity identified, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
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