cross-sell-target-identifier

Cross-Sell Target Identifier

When launching a new product or looking to expand product adoption, sales teams need to identify which existing customers are most likely to purchase. This skill analyzes the characteristics of successful customers for a given product, finds similar customers who don't own it yet, and provides prioritized recommendations with justification.

Instructions

Step 1: Identify the Target Product

When user asks "Which customers should I pitch Product X to?":

1. Identify the Product:

SELECT productid, name, description, producttypecode, productstructure
FROM product
WHERE name LIKE '%[product name]%'
AND statecode = 0

1. Confirm with user if multiple matches

Step 2: Analyze Successful Product X Customers

2.1 Find Customers Who Own Product X Query won opportunities that included the target product:

SELECT op.opportunityid, op.customerid, op.accountid, op.actualvalue,
       op.actualclosedate, op.salesstage
FROM opportunity op
JOIN opportunityproduct opp ON op.opportunityid = opp.opportunityid
WHERE opp.productid = '[target_product_id]'
AND op.statecode = 1

Note: A product may appear in multiple opportunityproduct rows per opportunity. Deduplicate opportunityids programmatically after fetching results.

2.2 Build Success Profile from Winning Accounts For each winning account, gather firmographic data:

SELECT accountid, name, industrycode, numberofemployees, revenue,
       customertypecode, address1_stateorprovince, address1_country,
       ownershipcode, createdon
FROM account
WHERE accountid IN ([list of winning account ids])

2.3 Analyze Success Patterns

Firmographic Analysis:

Calculate distribution across successful customers:
- Industry breakdown (industrycode): Which industries buy most?
- Company size (numberofemployees): What's the typical range?
- Revenue range: What's the typical revenue bracket?
- Geography (address1_stateorprovince/country): Regional concentrations?
- Customer type (customertypecode): Are they customers, partners, etc.?