Cross-Sell Management

Blitz Sales Software™ For Cross-Sell Management Helps You…

Retain and renew existing customers

Cross-sell existing customers

Up-sell existing customers

Send emails, schedule follow-up reminders, record history notes, and track sales opportunities

Blitz Sales Software™ Enables You To…


Client Sales Follow-Up


  • Plan Sales Follow-Up Activities
  • Organize Sales Follow-Up Data
  • Segment Prospects & Customers
  • Sort and Filter Data


Client Sales Follow-Up


  • Get contacts into One System
  • Send Drip Emails
  • Automatically Schedule Reminders
  • Record History Note


Client Sales Follow-Up


  • Track Sales Opportunities
  • Track Sales Pipeline Milestones
  • Generate On/Offline Reports
  • Monitor and Coach People

We will help you address the following Client Sales Follow-Up challenges:

Spend More Time With Existing Clients To:

  1. Cross-sell
  2. Up-sell
  3. Retain or Renew
  4. Generate Referrals

Spend No Time Manually:

  1. Sending email
  2. Scheduling calls, meetings, and tasks
  3. Recording history notes and next steps
  4. Assigning clients to sales people

Spend Less Time Manually:

  1. Dialing phone calls to clients
  2. Searching for neglected clients
  3. Tracking sales opportunities with clients
  4. Notifying sales people and staff of newly assigned clients
  5. Transferring client contacts to your partners
  6. Creating sales and marketing reports on client activities
  7. Segmenting clients to prioritize cross-sell, up-sell and renewal activities

Consistently Follow Up With Clients:

  1. Segment and tag clients to focus on high probability cross-sell and up-sell activities
  2. Receive and make phone calls using:
    • VoIP “screen pop”
    • VoIP “Click to Call”
    • An auto-dialer
  3. Send drip emails and schedule calendar reminders for salespeople to:
    • Welcome newly sold Clients
    • Cross-sell Clients
    • Conduct Policy Reviews
    • Re-quote Clients
    • Update Client contract date
  4. Record History notes, status and follow-up appointment reminder

5. Transferring client contacts to your partners

6. Send and record email blasts as well as manage bad emails, SPAM compliance, etc.

7. Receive warnings about Clients that are being neglected

8. Notify sales people that they have a new Client to follow-up with

9. Access from your mobile phone your Client contact information and sales calendar