New need emerging
Behaviour, questions and communication reveal that a new need has surfaced - and can be turned into an offer.
Offer the right services.
Find more revenue in your existing customer base
Funnelion.ai analyses calls, emails, CRM history, Google Sheets and SharePoint data to surface upsell and cross-sell opportunities, new customer needs and the right moment to come back with an offer.
Data-backed signalsTargeted offersHigher customer value
New customer acquisition is expensive. A real share of growth is already sitting in your existing base - in conversations, CRM history and behaviour signals.
What you start seeing
Three angles on every existing customer
Adjacent services
Funnelion.ai surfaces which extra services or products a customer is likely to need based on their history and communication.
Grow basket value.
CRM history
Past purchases, enquiries, usage intensity and renewal history help identify the right moment to come back with an offer.
Sell at the right moment.
Featured KPI
Upsell / cross-sell opportunity rate
Share of existing customers with at least one relevant upsell or cross-sell opportunity identified.
Identified opportunities should be reviewed by the team before reaching out to a customer.
Upsell / cross-sell opportunity rate
24%
+6% vs. last month6-month trend
Signals that drive expansion
Four cues your team should never miss
Questions about adjacent services
Signal
The customer is asking about features, services, conditions or extra capabilities.
Frequent enquiries reveal interest. Funnelion.ai shows you what customers are asking about before a quote is even sent.
Offer what they are already looking for.
Need for a higher tier
Signal
The customer is bumping into the limits of their current plan or service.
If a customer is growing fast, using the service more often or asking for more features, it may be time to suggest a higher tier.
Propose a higher plan.
Returning customers
Signal
The customer repeats purchases or comes back after a pause.
Repeat orders, seasonality and historical patterns let you predict when it pays to come back with an offer.
Drive the repeat purchase.
Product or service expansion
Signal
Communication is surfacing needs for adjacent services or products.
Funnelion.ai helps you see where additional features, bundles or service packages would be relevant to the customer.
Introduce what is new.
Sample: identified opportunities
How Funnelion.ai prioritises by segment, potential and readiness
Demo data, illustrating how opportunities could be prioritised by segment, potential value and buying readiness.
| Segment | Opportunity | Potential | Priority |
|---|---|---|---|
| E-commerce customers | Move to a higher plan | €3,240 / mo | High |
| SaaS start-ups | Add analytics module | €1,480 / mo | High |
| Mid-market companies | Integrations bundle | €2,150 / mo | Medium |
| Small businesses | Additional seats | €870 / mo | Medium |
Demo values. Real results depend on the connected sources and the sales process.See all opportunities
E-commerce customers
HighMove to a higher plan
Potential
€3,240 / mo
SaaS start-ups
HighAdd analytics module
Potential
€1,480 / mo
Mid-market companies
MediumIntegrations bundle
Potential
€2,150 / mo
Small businesses
MediumAdditional seats
Potential
€870 / mo
Demo values. Real results depend on the connected sources and the sales process.
See all opportunitiesHow Funnelion.ai helps
From buried signals to clear pipeline
Discover opportunities
AI analyses behaviour, needs and history to surface upsell and cross-sell signals the team would otherwise miss manually.
Nothing slips through the cracks.
Prioritise customers
Funnelion.ai scores potential value and buying readiness so reps focus on the opportunities that matter most.
Spend time where it pays back.
Use CRM history
The full customer journey - past purchases, enquiries, conversations and the right moment for a new offer - is visible in one place.
Sell more by working smarter.
Sample outcomes
What this can look like when the team works the signals
Additional revenue
+18%
Illustrative growth when expansion signals are tracked systematically over 3 months.
Conversion to offer
2.4×
When offers go to customers who are already showing a relevant need.
Time spent searching
-25%
Less manual CRM and email digging to find expansion opportunities.
Customers actively working the signals can pull more out of their existing base - without extra acquisition spend.
Grow revenue from existing customers, starting today
Let Funnelion.ai surface the highest-potential opportunities sitting in your customer base, your conversations and your CRM history.
We will show you what it would look like against your CRM, calls, emails or internal files.