Cross-sell optimization

Every incoming order hides one more sale.

The agent applies your opportunity rules to every order and suggests the right complementary products at the right moment. +5% average order value, measured across our customers.

Complementary product suggestions
Key benefits

What the agent changes, in numbers.

+5%

Average order value

Measured across our customers after activation, in line with our product benchmark data.

3

Max suggestions

Per order, configurable. Suggestions are sorted by your commercial priorities, never beyond that ceiling.

How it works

Your opportunity rules, applied without a second thought.

The agent reads every order and applies your opportunity rules.

The agent reads every order and applies your opportunity rules.

On every order or quote, the agent checks your rules: when a trigger product is detected, it suggests the complementary products you’ve defined to the customer, in priority order. Your rules live in a simple file: trigger product, complementary products, priority.

  • Your trigger-product to complementary-product rules, imported as a CSV file
  • Up to 3 suggestions per order, ranked by your priorities
  • One email per event: the agent coordinates with order acknowledgment and free-shipping
The agent suggests. The customer decides, you stay in control.

The agent suggests. The customer decides, you stay in control.

Nothing gets suggested unless you defined it. The opportunity rules are yours, so are the priorities, and draft mode lets you approve every suggestion before it’s sent, if that’s how you want to run it.

  • Your rules, your priorities: nothing is suggested that you have not defined
  • Draft mode available: sales admin validates every suggestion before it goes out
  • Never two emails for the same event: the agent coordinates with the others
Features

Three things the agent does very well.

Your sales rules, applied automatically

Define the trigger product and its complements in a file. The agent applies them, no development required.

Prioritized suggestions

Up to 3 complementary products per order, chosen according to your priorities.

Coordination between agents

The customer never gets two emails for the same event: the agents coordinate.

Customer stories

They switched this agent on.

Background

Groupe HEDIS

“On every incoming order, the agent applies our opportunity rules. The opportunity is obvious, because it arrives with the order itself.”
Jean-François Le Rudulier

Jean-François Le Rudulier

CIO, Hedis Group

context & challenges

At Hedis Group, the share of orders processed without any data entry went from 22% to 54% in a few months. The time freed raised a question: what to do with it? Rather than shrinking the team, HEDIS moved its sales support staff onto inside selling: restocking, complementary ranges, customer reactivation. The challenge: equip them with an agent that spots opportunities as the orders come in and hands them over ready to use.

22% to 54%

orders processed without data entry.

+3 levers

restocking, ranges, reactivation.

Read the customer story
FAQ

Frequently asked questions

Yes, that’s a prerequisite for this agent: suggestions rely on your catalog and your orders. Connection via API, webhook, or flat files: SAP, Sage, Cegid, Microsoft Dynamics, Sellsy, EBP, Divalto, AS/400, and several industry-specific or in-house ERPs.

See the sales slipping through on every order.

48h. One PST file. No ERP access. A data-backed report of the cross-sell opportunities missed over your last 90 days.

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