Portfolio cross-sell
Your reps sell one product to an account that could buy four
The accounts are already yours. The other solutions already exist. What's missing is anything that connects a specific account's situation to the rest of what you sell.
Why this keeps happening
The portfolio grew by acquisition
Each line arrived with its own reps, its own positioning, and its own definition of a good account. Nothing forced those definitions to reconcile after the deal closed.
Reps only know their own line
A rep who has carried one product for three years can describe it precisely and the other five vaguely. Asking them to spot a cross-sell means asking them to notice something they were never taught to recognize.
No system connects signals to the catalog
Your CRM records what an account bought. Data vendors describe the account. Neither one knows what you sell, so neither can tell you which of your solutions this account's current situation actually calls for.
What you get back
One row per account. The recommendation is only as good as the evidence next to it, so the evidence is in the deliverable rather than behind it.
Illustrative example. Northwind Care Analytics and the accounts below are fictional.
| Account | Current solution | Recommended next | Signal that triggered it | Opening line |
|---|---|---|---|---|
| Cedar Ridge Health | Patient Experience Surveys | Workforce Engagement | Created a Chief Nursing Retention Officer role in April; 14 nursing retention reqs posted in Q2. | Saw you stood up the CNRO role in April. Most teams measuring patient experience hit staffing as the constraint before they hit process. |
| Bayline Medical Group | Safety Event Reporting | Patient Experience Surveys | Acquired two urgent-care groups in March; state filings list nine added sites. | Nine sites added since March. Worth asking how you're baselining experience at the acquired locations before the numbers blend. |
| Fort Union Health System | Workforce Engagement | Service-Line Benchmarking | CFO named service-line margin pressure twice on the Q1 earnings call. | Your CFO raised service-line margin twice on the Q1 call. That's usually the point where peer benchmarking starts paying for itself. |
| Harbor Point Children's | Patient Experience Surveys | Safety Event Reporting | Joint Commission survey scheduled for Q4; two safety officer roles open since June. | With the Q4 survey coming and two safety roles still open, event reporting workflow is usually where the gap shows up. |
How it works
We ingest your solution portfolio
Every line you sell, what problem it solves, and what a good-fit account looks like for each one. This is the part no external data vendor has, because it describes you rather than the market.
We research your accounts against it
Each account in your customer base is researched against the whole portfolio rather than one product, and every recommendation carries the sourced evidence that triggered it.
Your reps get a per-account action list
Owner by owner: which account, which solution to raise, the signal behind it, and a first line that references something real. Reviewable by an enablement lead before it reaches a rep.
Bring us your portfolio and a list of accounts
We'll walk through what the map would contain for your team, using your solutions and your accounts rather than the example above.
Book a call