Cross-Sell With Better Account Context.
Spot buying patterns with live ERP history surfaced inside Salesforce workflows
Surface purchase history, product mix, and buying patterns from Dynamics 365 inside Salesforce so reps identify cross-sell opportunities grounded in real account behaviour — not guesswork.
What's inside this demo
See What They Actually Buy
- Live ERP purchase history surfaced at the account level in Salesforce
- Identify product gaps and untapped categories from order data
- Make cross-sell conversations relevant to actual buying patterns
Make Expansion More Relevant
- Combine CRM opportunity data with ERP purchase history
- Give reps context to pitch the right product at the right time
- Bring better buying context into renewal and upsell conversations
Use this video when
Sales rep identifying cross-sell opportunities before an account review
Account manager spotting product gaps ahead of a QBR
CS team surfacing expansion opportunities from purchase history signals
Revenue team prioritising accounts with high cross-sell potential
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Last updated: April 2026