Expansion Opportunity Finder

What does this mean?

Equips customer success and account managers to surface the most relevant, high-impact expansion plays—driven by context-rich qualitative intelligence and product familiarity—so they can drive upsell effectiveness and revenue growth without wasted effort or generic pitches.

How it works?

Researches each customer’s business, reviews current and past usage, and draws on a deep understanding of every available product and service offering—along with internal success stories and industry best practices—to recommend tailored cross-sell and upsell opportunities based on adoption gaps, fit, and business goals.

Workflow steps

Step 1: Trigger on customer review

The Workflow activates via a manual trigger, Salesforce trigger, or scheduled trigger when it's time to assess expansion opportunities for a specific customer account.

Step 2: Research customer business

Cassidy's Research Agent searches the web to gather current information about the customer's company—recent news, strategic initiatives, industry trends, and business goals that could signal expansion readiness.

Step 3: Analyze usage and adoption

The Workflow reviews the customer's current product usage, adoption patterns, and engagement history to identify gaps or underutilized features.

Step 4: Match against product offerings

The Workflow draws on your Knowledge Base—containing every available product, service, and feature—to identify cross-sell and upsell opportunities that align with the customer's adoption gaps and business context.

Step 5: Surface success stories and best practices

Cassidy searches your Knowledge Base for relevant internal case studies, success stories, and industry best practices that support each recommended expansion play.

Step 6: Generate tailored recommendations

The Workflow compiles the research, usage analysis, and product fit into a context-rich expansion brief with specific, prioritized upsell and cross-sell recommendations—complete with supporting rationale.

Step 7: Route for review and action

The expansion brief is delivered to the account manager or CSM via email, Slack, or logged directly to Salesforce—ready for human review before customer outreach.