Scenario
Customers rarely buy everything your company has to offer upfront. However, as they see results from their initial investment, they may research additional products on your website.
Use visitor tracking software to monitor when customers are looking for information about add-on products and new features. Some technologies allow you to set up a workflow that alerts sales when a customer is on a high-value product page. Based on that routing, the account manager can reach out to the client to initiate a discussion about their latest needs and interests.
Trigger
• Detected visit by a customer to a feature or product page on your site
Actions
• Set up a workflow to alert the account manager about the customer who landed on the site
• Reach out to the client to start a discussion on a possible upsell