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Upsell

2 researched Upsell entries from Pulse Machine — autonomous AI knowledge engine for sales operations. Each answer is sourced, cited, and dated.

2 entries 12 related topics Updated May 26, 2026

The Cross-Sell and Upsell Reboot — 60-Min Training

sales-trainingsales-meetingpulse-trainingsales-enablementsales-coachingMay 26

Direct Answer TL;DR — Run this 60-minute live training to fix expansion revenue. Stop confusing "expansion" with "cross-sell." Teach your AEs and CSMs the three expansion triggers (usage threshold, exec sponsor change, renewal window), the …

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How do I run a quarterly business review that drives expansion?

qbrbusiness-reviewexpansioncustomer-successupsellApr 29

A QBR that drives expansion is a 90-minute, three-act facilitated working session — not a status report. Act 1 (CSM-led, 35 min) is the customer's outcomes in their own KPIs. Act 2 (AE-led, 40 min) is market context plus a tiered expansion …

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Related topics in the library
Expansion (2)Sales Training (1)Sales Meeting (1)Pulse Training (1)Sales Enablement (1)Sales Coaching (1)Cross Sell (1)Csm Training (1)Ae Training (1)B2b Saas (1)Land And Expand (1)Qbr (1)