cross-sell-target-identifier

Official

Identify ideal cross-sell and upsell targets.

Authormicrosoft
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps sales teams identify existing customers who are most likely to purchase a new product or upgrade, by analyzing successful customer patterns and matching them to the broader customer base.

Core Features & Use Cases

  • Pattern Analysis: Analyzes characteristics and buying behaviors of customers who have successfully purchased a product.
  • Ideal Customer Profile (ICP) Generation: Creates a detailed profile of the ideal customer based on analyzed patterns.
  • Target Identification & Scoring: Queries the customer base to find accounts matching the ICP, scoring them based on fit.
  • Actionable Recommendations: Provides prioritized lists of cross-sell/upsell targets with justification and suggested next steps.
  • Use Case: When launching a new product, use this Skill to find existing customers who fit the profile of successful buyers of similar products, ensuring sales efforts are focused on the most promising leads.

Quick Start

Use the cross-sell target identifier skill to find customers who should be pitched Product X.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: cross-sell-target-identifier
Download link: https://github.com/microsoft/dataverse-business-skills/archive/main.zip#cross-sell-target-identifier

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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