Syncler Use Cases

Unlock Sales Potential: Automate Cross- and Upselling with Syncler

28 April 2025 | Verena Mühleck
Automated cross- and upselling with Syncler

To succeed in sales, companies need more than just good advice - they need intelligent use of data in real time. Syncler brings structure to your sales data and automatically recognises where it makes sense to make additional sales to your customers - without manual analysis. 

In this article, we show you how easy it is to integrate data-driven cross-selling and upselling into your sales processes with our Syncler Smart Selling Widget.

The topics at a glance:

 

Manual cross-selling: time-consuming and inaccurate

In many organisations, cross-selling and upselling are still based on manual assessments. Salespeople analyse customer profiles, search through sales data, review old documents and hope to discover further sales potential. This is time-consuming, often unstructured and not scalable.

As a result, valuable potential goes unrecognised. Recommendations are based on experience and intuition rather than real, recurring patterns in customer buying behaviour.

 

Automated recommendations with Syncler

By analysing other customers' shopping baskets, you can identify relevant purchase combinations and potential. Our Smart Selling Widget accesses sales documents from your connected ERP system and uses an AI model to analyse which items and groups of items are regularly purchased together. Recurring patterns are identified and specific, prioritised recommendations are made at the item level.

The more often a particular purchase combination occurs, the higher Syncler ranks the potential. The results are automatically prepared as a customer-specific list - sorted by relevance and available directly in your CRM system.

 

Use data to increase sales

For your sales team, this means less guesswork and more knowledge. The Smart Selling Widget uses existing data to identify sales opportunities that the sales team may have missed. With actionable recommendations, sales reps can target where there is real cross-sell and upsell potential.

 

Seamless CRM integration

The identified sales potential can be directly integrated into your existing sales processes. Syncler supports this:

  • Output of results as a customer-related list
  • Automatic creation of sales opportunities and leads
  • Assignment to responsible sales employees
  • Creation of tasks, appointments and touch points
  • Automatic sending of newsletters in the case of high potential
  • Success evaluation of initiated actions

 

Conclusion: Cross-selling and upselling at a new level

What used to be time-consuming and often accidental becomes a systematic process with the Smart Selling Widget. Syncler takes over the analysis work, recognises hidden potential and makes it directly usable - in CRM, in day-to-day sales and at the right time.

Sales opportunities are highlighted in a time-efficient manner, without the need to work in another application. Use your product range strategically, network your systems intelligently and make the most of every customer contact.

Michael Schneider
Want to test the Smart Selling Widget? Get in touch with Michael Schneider.

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