TrueState Expand

Identify the next best actions to maximise cross-sell.

Recommend which customers to approach, what to offer, and when to act to grow revenue from existing accounts.

Trusted by leading revenue teams

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Commercial problem

The decision is too important for guesswork.

Expansion revenue is often hidden inside the customer base. Teams know there is opportunity, but they lack a clear system for matching the right customer to the right product at the right moment.

Commercial impact

A measurable revenue outcome.

TrueState Expand helps teams grow account value by turning customer history into ranked next best actions for cross-sell and upsell.

What it does

A decision engine for the revenue decision.

Identifies customers with high expansion potential

Recommends the next product or service to offer by account

Prioritises outreach by expected commercial value

Shows leaders where expansion revenue is concentrated

Deployment process

Live in 30 days

Every deployment follows the same proven process, adapted to the decision your revenue team needs to improve.

Week 1

Connect and map

  • Connect data sources
  • Map commercial workflows
  • Define success metrics

Week 2

Build and validate

  • Build company-specific decision engines
  • Validate signals
  • Measure opportunity

Week 3

Embed and configure

  • Integrate recommendations into existing workflows
  • Configure dashboards
  • Operationalise outputs

Week 4

Deploy and optimise

  • Deploy
  • Train users
  • Begin optimisation

Example ROI

Expansion pipeline found inside existing accounts

A $20M customer base with a 15% expansion pool contains $3M in potential account growth. Converting 20% of that pool creates roughly $600k in revenue.

Commercial intelligence

Find the revenue opportunity inside your existing operations.