Objective

The company sought to improve collaboration between service and sales teams by transforming service interactions into strategic revenue opportunities.

Challenges

Service managers frequently visited customer sites to assess equipment needs and maintenance requirements, but these interactions rarely translated into sales opportunities. The lack of a structured process for capturing and sharing service insights meant that upsell and cross-sell potential was often overlooked.

Additionally, the company’s expansive product catalog made it difficult for sales teams to quickly identify the most relevant upgrades or add-ons based on service outcomes. The process of determining the right product, calculating pricing, and generating a proposal typically took at least two weeks, causing sales teams to miss the optimal moment when customers were most likely to commit—resulting in lost revenue opportunities.

Solutions

The company implemented SalesGenie’s AI-powered Product Recommendation module to seamlessly connect service insights with sales opportunities.

• AI-Driven Upgrade & Replacement Recommendations – Automatically suggested machinery upgrades or complementary products based on service reports and customer usage patterns.

• Service-to-Sales Workflow Optimization – Enabled seamless data sharing between service and sales teams, ensuring that every customer visit generated actionable sales insights.

• Targeted Follow-Ups – Helped reps prioritize high-impact outreach by identifying customers most likely to benefit from an upgrade or new product.

Results

With SalesGenie’s AI-powered recommendations, the company transformed its service interactions into strategic sales opportunities, boosting upsell and cross-sell conversion rates.

Sales teams received real-time, data-driven insights from service visits, allowing them to engage customers with well-timed, highly relevant recommendations. By optimizing follow-up actions and reducing manual product research, the company increased sales efficiency, strengthened customer relationships, and maximized revenue from existing accounts.