This feature allows sales reps to upsell within an ongoing subscription period. Identify upsell opportunities, work with them in the sales board and close the deals within ongoing subscriptions.
This support article covers:
How upselling works in Upsales
When a sales rep wins an opportunity with a subscription product, they can add the recurring products to an ongoing subscription period.
If the customer already has an active subscription, the sales rep can add the sold product subscription to the active subscription.
The subscription automatically prorates the added product's value, based on the remaining period of the existing subscription.
The prorated value ensures accurate tracking of sales and ARR/MRR:
How to upsell an existing subscription
- Win the opportunity after identifying the upsell opportunity by either:
- Clicking the Won button
- Drag-and-dropping the opportunity to Won on the sales board:
- Changing the opportunity stage to 100% - If the opportunity contains a recurring product and the company has an active subscription, Upsales asks which subscription to update. Click to select the subscription where you want to add the upsell:
To use the opportunity for something else, choose one of the options under Or create new from the opportunity:
- Create new subscription creates a new subscription from the opportunity.
- Create independent order wins the opportunity as an order without adding it to a subscription. - The upsell will be added to the subscription as separate order rows. Any one-off products in the original opportunity are included in the prorated order. The upsell must increase the subscription. If the value of any period ends up lower than before, the button is disabled and its tooltip reads Won opportunity on an existing subscription must consist of an increase. Click Next step Prorated order:
- Upsales calculates and shows the difference:
- Click Save & show the prorated order:
- The prorated subscription is now part of the Sales board