Maximize Upsells

Easily identify customer expansion opportunities and efficiently manage the upsell process

Request Demo

Strengthen your community

Welcome new community members and re-engage inactive members to ensure your community has a strong use base.

Build customer loyalty and trust

Listen to and understand feedback, follow up on product ideas, and celebrate community wins with your customers.

Improve customer relationships

Proactively utilize the valuable insights extracted from community engagement data to improve customer relationships.

What's included in this SuccessBLOC?

Each SuccessBLOC is embedded with industry best practices to help you get started quickly and achieve customer outcomes faster.

Goals & KPIs




Goals & KPIs

Measure what matters

Pre-built scorecards include KPIs—including registration trend and number of users posting discussions—to measure registration, engagement, and feedback.

Request Demo
In-App Segmentation
Totango In-app builder


Understand your audience

Pre-configured audience segments—including customers with registered users and users who have posted a discussion—to better understand user engagement.

Request Demo


Automate activity

Triggered workflows containing tasks and actions to proactively follow up on user ideas, celebrate account engagement, and assign a community manager.

Request Demo
In-App Segmentation
Totango In-app builder


Communicate effectively

Automated emails triggered by account and user segments to welcome new users to the community and engage inactive community members.

Request Demo

Upsell and Expand Customers

Easily identify customer expansion opportunities and efficiently manage the upsell process



Published on:

Last Updated:

Data Security & Privacy:

Privacy Policy

Introduction to Expansion

New customer acquisition is one way to grow your business, but it is expensive. Implementing a customer expansion strategy will help you grow and improve ROI. This SuccessBLOC is built to be your central hub for identifying and managing upsell opportunities.

The lowest hanging fruit are those who are hitting limits within your platform. This SuccessBLOC will help you identify and engage customers that are nearing limits so you can grow your business with them.

The Expansion toolkit allows you to:

  • Proactively identify and close more expansion opportunities
  • Improve efficiencies within your upsell processUse personalized campaigns to automatically reach out to key contacts when they’re running low on licenses
  • Leverage SuccessPlays to proactively call your team to action when expansion opportunities are identified
  • Standardize the upsell process with SuccessPlays and opportunity statuses that guide your team to a closed-won deal

What's Included?

goals & kpis

Measure success for the customer and success for the business

  • Create Upsell Opportunities
  • Upsell Play1: License Utilization
  • Upsell Play 2: 3 out of 5 Products
  • Upsell Play 3: Strong Engagement
  • Stage of Renewal
  • Growth Rate
  • Health of Accounts in Play 3

Customer segments

Filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success

  • Upsell 2: Using 3 out of 5 products
  • Upsell 1: Accounts > 60% License Utilization
  • New Users in last 14 days
  • Upsell 3: Strong Customer Engagement


Automatically triggered or manual workflows containing sets of tasks and actions, prompting Customer Success Managers to focus on the most meaningful activities right on time

  • High Value - Identify Upsell Opportunities for High Utilization Accounts
  • Drop in Utilization


Automate your communications using campaigns to send automation emails triggered by various goals

  • Upsell Campaign - High License Utilization


Help your team with company and industry best practices to shorten the learning and training time and create consistency across your engagements