Marketing-Upselling Tips


Pre-Shipment Upselling

A. Explaining the concept of upselling before shipment:

Upselling before shipment refers to the practice of offering additional products, upgrades, or services to a customer before their order is shipped. The goal is to encourage customers to spend more by enticing them with complementary or enhanced options that enhance their overall purchase experience.

It involves convincing customers to consider higher-value alternatives (or more profitable item to the organization) or complementary items that align with their needs and preferences. Upselling before shipment can be done through various means, such as personalized recommendations, product bundles, or discounts on related items. Another upsell would be to offer slow moving inventory items even at a significantly reduced price should be considered. Finally, offering an increased quantity or scheduling of subsequent shipments at a discounted price or extended payment terms might be beneficial to both parties. (One creative technique is to offer to process of a purchase on a credit card until some date in the future).

It maybe advisable to have the customer service department or possibly the shipping department handle the inquiry of upselling. Having someone else other than the original sales contact person offer the upsell options strengthens the bond & trust from the customer to the seller’s business.

Offering additional customer support or warrantees will help convince a customer to purchase rather than go to Amazon, Walmart or other large chain store.


B. Strategies for identifying upselling opportunities:

1. On subsequent orders, analyze customer purchase history: By studying a customer’s past purchases, you can identify patterns and preferences, allowing you to offer complementary or upgraded products that align with their previous choices.

2. Conduct thorough product knowledge training: Equipping your sales team with in-depth knowledge about your product line and its features will enable them to identify opportunities for upselling based on customer needs and preferences.

3. Implement intelligent recommendation systems: Utilize technology and algorithms to analyze customer data and provide personalized recommendations based on their browsing history, purchase behavior, and similar customers’ preferences.

4. Segment customers: Divide your customer base into segments based on their preferences, buying behavior, or demographics. This segmentation will help tailor your upselling strategies to each group’s specific needs, increasing the chances of success.

5. Leverage social proof: Highlight positive customer reviews, testimonials, or case studies that showcase how the upsell option has benefited other customers. This can help build trust and increase the likelihood of a customer accepting the upsell.

C. Benefits of upselling for B2B customers and the business: For B2B customers:

1. Enhanced productivity or efficiency: Upselling can offer B2B customers upgraded products or services that improve their operational efficiency, productivity, or effectiveness in achieving their goals.

2. Customization and personalization: Upselling allows B2B customers to tailor their purchases to specific requirements or preferences, ensuring they get the most suitable solutions for their business needs.

3. Cost savings in the long run: By investing in higher-value products or services, B2B customers may experience cost savings over time due to increased durability, better performance, or reduced maintenance and operational expenses.


For the business

1. Increased revenue: Upselling generates additional sales revenue by encouraging customers to spend more on their initial purchase.

2. Improved customer satisfaction: By offering upsell options that align with customers’ needs and preferences, businesses can enhance the overall customer experience, leading to higher satisfaction and increased loyalty.

3. Stronger customer relationships: Upselling provides an opportunity to engage with customers on a deeper level, building trust and establishing long-term relationships.

4. Competitive advantage: Effective upselling can differentiate a business from its competitors by providing unique value and tailored solutions, positioning the company as a trusted advisor in the industry.


D. Examples of effective upselling techniques:

1. Product Bundling: Offer customers a bundle of related products at a discounted price, encouraging them to purchase more items together.

2. Upgrade Offers: Suggest a higher-tier product or service (or one that is more profitable to the seller’s business) that offers additional features or benefits compared to the customer’s original choice.

3. Cross-Selling: Recommend complementary products that enhance or supplement the customer’s initial purchase.

4. Limited-time Discounts: Provide time-limited discounts or exclusive offers for customers who upgrade or add more items to their order.

5. Loyalty Programs: Reward loyal customers with exclusive upsell options or benefits, such as free upgrades or priority access to new products or sale items.

6. Personalized Recommendations: Use customer data and preferences to offer tailored recommendations for products or services that align with their specific needs and interests.

7. Find out what products they are having problems getting on time or may need a secondary source.

Sending Tracking Information with Thank You and Advertisement

A. Importance of providing tracking information

Providing tracking information to customers is crucial for several reasons:

1. Transparency and trust: Sharing tracking details enables customers to monitor the progress of their order, creating transparency and building trust in the business.

2. Customer satisfaction: Knowing the status and expected delivery date of their package helps manage customer expectations and reduces anxiety about the order’s whereabouts.

3. Proactive customer service: Tracking information allows customers to take necessary actions, such as planning for the delivery or contacting the shipping provider if any issues arise.

4. Increased customer loyalty: By providing a positive post-purchase experience through tracking updates, businesses can enhance customer satisfaction and loyalty.

5. This is another opportunity to mention new products, closeouts and other specials.

B. Including a personalized thank you message:

1. Show appreciation: Begin the tracking notification with a genuine and personalized thank you message to express gratitude for the customer’s purchase and support.

2. Acknowledge the customer: Address the customer by name to add a personal touch and make them feel valued.

3. Reiterate benefits: Briefly highlight the key benefits or features of the purchased product, emphasizing how it will enhance the customer’s experience or solve their problem.

4. Encourage feedback: Invite customers to share their feedback, suggestions, or reviews about the product or overall shopping experience. This can help improve customer engagement and gather valuable insights.

C. Incorporating targeted advertisements:

1. Relevant product recommendations: Include targeted advertisements within the tracking notification that showcase related or complementary products to the customer’s purchase. This can provide additional value and potentially lead to cross-selling or upselling opportunities.

2. Personalized offers: Tailor the advertisements based on the customer’s preferences, purchase history, or demographic information. This customization increases the chances of resonating with the customer and generating interest in the advertised products.

3. Limited-time promotions: Create a sense of urgency by offering exclusive discounts or promotions within the advertisement, encouraging customers to explore the offer and potentially make additional purchases.

D. Tips for optimizing tracking notifications:

1. Clear and concise information: Present the tracking details in a clear and easily understandable format, including the carrier name, tracking number, and a direct link to track the shipment.

2. Timely updates: Ensure that tracking notifications are sent promptly at each significant milestone of the delivery process, such as when the order is shipped, out for delivery, or delivered.

3. Mobile-friendly design: Optimize the tracking notification for mobile devices, as many customers prefer to track their orders on smartphones or tablets.

4. Customizable tracking preferences: Allow customers to choose their preferred method of tracking updates, such as email, SMS, or through a dedicated tracking portal.

5. Proactive communication: If there are any delays or issues with the shipment, promptly inform the customer and provide updates on the resolution process. This proactive communication demonstrates commitment to customer satisfaction.

6. Branding and consistent messaging: Ensure that the tracking notification aligns with your brand’s visual identity and uses consistent messaging to reinforce brand recognition.

7. User-friendly tracking portal: If you have a dedicated tracking portal, make it user-friendly and intuitive, allowing customers to easily track their orders and access additional information if needed.


Shipment Arrival Confirmation and Advertisement

A. Notifying customers about the delivery:

Notifying customers about the delivery of their shipment is essential to keep them informed and manage their expectations. This notification can be sent through various channels such as email, SMS, or through a dedicated tracking portal. The notification should include key information such as the expected delivery date, any special instructions or requirements for receiving the package, and a reminder of the tracking number or link for further updates.


B. Ensuring timely and accurate confirmation:

To ensure timely and accurate confirmation of shipment arrival, consider the following:

1. Integration with shipping carriers: Integrate your systems with shipping carriers’ APIs or tracking systems to receive real-time updates on the status and arrival of the package.

2. Automated notifications: Set up automated systems that trigger delivery confirmation notifications as soon as the carrier updates the status of the package to “delivered.”

3. Double-checking accuracy: Verify the accuracy of the delivery confirmation by cross-referencing carrier information with your internal records to avoid any premature or incorrect notifications.

C. Leveraging the confirmation message for additional marketing:

1. Personalized thank you: Include a personalized thank you message in the confirmation notification to express gratitude for the customer’s purchase and continued support.

2. Request for feedback: Encourage customers to share their feedback or leave a review about their purchase experience. Provide a direct link or easy-to-follow instructions to make it convenient for customers to provide their input.

3. Referral program: Promote your referral program within the confirmation message, incentivizing customers to refer their friends or colleagues to your business. Offer rewards or discounts for successful referrals.

4. Cross-selling or upselling: Include targeted advertisements within the confirmation message that promote related or complementary products. Highlight how these additional products can enhance the customer’s experience or solve their problems.


D. Examples of creative advertisement placements:

1. In-email advertisements: Place targeted advertisements within the confirmation email itself, either as banner ads or as embedded product images. Ensure the advertisements are relevant and complement the customer’s purchase.

2. Dedicated landing pages: Create a dedicated landing page specifically for customers who have confirmed their delivery. Display personalized offers or discounts related to their purchase, encouraging them to explore additional products.

3. Order confirmation page: After customers confirm their delivery, present them with customized product recommendations or limited-time promotions on the order confirmation page.

4. Package inserts: Include a small flyer, coupon, or promotional material within the package itself. This physical advertisement can capture the customer’s attention and drive them to take further action.

5. Post-delivery follow-up email: Send a follow-up email a few days after the delivery confirmation, thanking the customer again and providing exclusive offers or discounts for future purchases.

Follow-up to Assess Product Fit and Future Orders

A. Exploring the significance of post-purchase follow-up

Post-purchase follow-up is crucial for several reasons:

1. Customer satisfaction assessment: It allows businesses to gauge customer satisfaction and identify any issues or concerns that need to be addressed.

2. Relationship building: Following up with customers after their purchase shows that the business values their feedback and is committed to their satisfaction, strengthening the customer-business relationship.

3. Identifying product fit: It provides an opportunity to assess whether the purchased product or service meets the customer’s expectations and fulfills their needs.

4. Upselling and cross-selling opportunities: A well-timed follow-up can also be used to inquire about potential future orders or introduce complementary products or services, leading to upselling or cross-selling opportunities.


B. Strategies for evaluating customer satisfaction and product fit:

1. Post-purchase surveys: Send customers a brief survey to gather their feedback on various aspects of their purchase experience, including product satisfaction, delivery process, customer service, and overall satisfaction. Utilize rating scales, open-ended questions, or multiple-choice questions to capture valuable insights.

2. Net Promoter Score (NPS): Ask customers to rate on a scale of 0-10 how likely they are to recommend your product or service to others. This metric provides an indication of customer loyalty and overall satisfaction.

3. Review platforms: Monitor review platforms where customers may leave feedback about their experience. Regularly check and respond to reviews to address any concerns publicly and show that you value customer feedback.

4. Social media listening: Monitor social media platforms for mentions or discussions related to your brand, products, or services. Engage with customers who have shared their experiences to address any issues or provide assistance.

C. Collecting feedback and addressing any concerns:

1. Active listening: Pay attention to customer feedback and actively listen to their concerns or suggestions. Take note of common themes or recurring issues to identify areas for improvement.

2. Prompt response: Respond to customer feedback promptly, whether it is positive or negative. Acknowledge their feedback, express appreciation, and address any concerns or issues raised.

3. Personalized support: Provide personalized assistance to customers who have expressed concerns or encountered problems with their purchase. Offer solutions, replacements, or refunds when necessary to resolve any issues and ensure customer satisfaction.


D. Timing the follow-up and inquiring about potential future orders:

1. Consider timing: Send the follow-up message after customers have had sufficient time to experience and evaluate the product. Avoid being too intrusive or sending the follow-up too soon after the purchase.

2. Express appreciation: Begin the follow-up message by thanking the customer for their recent purchase and expressing gratitude for their support.

3. Inquire about product fit: Ask customers about their satisfaction with the purchased product or service. Encourage them to share their experience, highlighting any positive feedback.

4. Mention future orders: Inquire if customers have any future needs or plans to reorder. Offer assistance, personalized recommendations, or exclusive offers to encourage them to consider future purchases.

By implementing these strategies, businesses can gather valuable feedback, address customer concerns, and potentially identify opportunities for upselling or cross-selling. This strengthens customer relationships, improves product fit, and increases the likelihood of future orders.

Triggering Outreach for Sales and Payment Confirmation

A. Strategies for initiating post-payment outreach:

1. Automated email sequences: Set up automated email sequences triggered after payment confirmation. These sequences can include personalized thank you messages, order details, and additional resources or information related to the purchase.

2. Personalized follow-up calls: Assign a sales representative or customer service agent to make a personalized follow-up call to the customer after payment confirmation. Use this opportunity to thank them for their purchase, address any questions or concerns, and offer assistance or additional products or services if relevant.

3. SMS or chatbot notifications: Utilize SMS or chatbot notifications to reach out to customers and provide post-payment information, such as order confirmation, delivery details, and customer support contact information.



B. Encouraging repeat purchases and cross-selling opportunities:

1. Personalized product recommendations: Based on the customer’s purchase history and preferences, offer personalized product recommendations that complement their previous purchase or align with their interests.

2. Loyalty programs and exclusive offers: Incentivize repeat purchases by offering loyalty rewards, exclusive discounts, or early access to new products or services.

3. Upselling and cross-selling: Highlight relevant upsell or cross-sell options in the outreach communication, emphasizing the added value or benefits these products or services can provide.

C. Confirming receipt of payment and expressing gratitude:

1. Payment confirmation email: Send a payment confirmation email to the customer, acknowledging the successful payment and providing a summary of the purchased items or services.

2. Expressing gratitude: Within the email or outreach message, express sincere gratitude for the customer’s payment and support. Let them know that their purchase is valued and appreciated.


D. Examples of effective sales outreach after payment:

1. Personalized email: Send a personalized email to the customer after payment confirmation, expressing gratitude for their purchase and providing additional information or resources related to the product or service they bought. Include relevant upsell or cross-sell options based on their purchase history.

2. Follow-up call: Assign a sales representative to make a follow-up call to the customer to thank them for their payment, confirm their satisfaction with the purchase, and address any questions or concerns. Utilize this opportunity to suggest complementary products or services that may enhance their experience.

3. Exclusive discount offer: Include a time-limited discount offer in the outreach message, available only to customers who have recently made a payment. This incentivizes repeat purchases and encourages customers to explore additional products or services.

Remember to personalize the outreach based on the customer’s preferences, purchase history, and demographics. By providing a positive post-payment experience and suggesting relevant offerings, businesses can enhance customer satisfaction, drive repeat purchases, and increase cross-selling opportunities.

Soliciting Customer Satisfaction and Review Requests

A. Highlighting the importance of customer satisfaction:

Customer satisfaction is crucial for business success in several ways:

1. Repeat business: Satisfied customers are more likely to become repeat customers, leading to increased customer loyalty and revenue.

2. Word-of-mouth referrals: Happy customers are more likely to recommend your business to others, generating positive word-of-mouth and attracting new customers.

3. Reputation management: Positive customer satisfaction helps build a strong reputation for your business, enhancing credibility and trust among potential customers.

4. Improvement opportunities: Customer feedback and satisfaction surveys provide valuable insights for improving products, services, and overall customer experience.


B. Requesting feedback and reviews:

1. Personalized emails: Send personalized emails to customers, expressing gratitude for their purchase and kindly asking for their feedback on their experience. Provide a direct link or clear instructions for leaving a review.

2. Post-purchase surveys: Include a survey at the end of the purchase process or in the post-purchase follow-up communication. Ask customers to rate their satisfaction and provide open-ended questions to gather detailed feedback.

3. Review request on the website: Display a prominent review request or feedback form on your website, encouraging customers to share their thoughts and experiences.

4. Social media engagement: Engage with customers on social media platforms and encourage them to leave reviews or share their experiences. Respond promptly to any comments or messages to show that you value their feedback.


C. Providing incentives for review submissions:

1. Discount or coupon codes: Offer a small discount or exclusive coupon code as a thank you for customers who submit reviews. This provides an incentive for customers to take the time to share their feedback.

2. Reward programs: Incorporate a reward program where customers can earn points or credits for leaving reviews. These points can be redeemed for future purchases or other perks.

3. Contests or giveaways: Hold contests or giveaways where customers who submit reviews are entered for a chance to win a prize. This adds an element of excitement and further motivates customers to provide feedback.


D. Leveraging positive reviews for future marketing efforts:

1. Testimonials on the website: Showcase positive reviews and testimonials on your website’s homepage or dedicated testimonial page. This helps build trust and credibility among potential customers.

2. Social media promotion: Share positive reviews on your social media channels, along with a message of gratitude to the customer who left the review. This amplifies the positive feedback and encourages others to share their experiences.

3. Incorporate reviews in marketing materials: Include snippets or quotes from positive reviews in your marketing materials, such as brochures, email campaigns, or advertisements. This helps reinforce the quality and value of your products or services.

By actively soliciting customer satisfaction and review requests, businesses can gather valuable feedback, improve customer experience, and leverage positive reviews to attract new customers and strengthen their reputation.


Conclusion

In conclusion, implementing effective pre-shipment upselling strategies benefits both B2B customers and businesses. Providing tracking information with personalized messages and targeted ads keeps customers engaged and informed. Timely confirmation of shipment arrival ensures customer satisfaction. Optimizing tracking notifications through strategic timing and personalization enhances the customer experience. By implementing these practices, businesses can increase revenue, build customer loyalty, and thrive in a competitive market.

Youtube Links

5 Upselling Tips and Tricks to Boost Average Order Value

Upselling, Down-Selling and Cross-Selling: What They Are and How to Use Them in 2020

What Is Upselling & How To Upsell Any Product or Service

What Is Upselling & How To Upsell

For more information, email George Schaefer at Upsell@cmstothemax.com
All rights reserved but permission to use this can be requested Use@cmstothemax.com


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