Upsell and cross-sell conversations fail when they feel like a sales pitch. They succeed when they feel like an obvious next step and the customer can see why.
LivePreso builds that case from live data, so the conversation starts where it should: with what’s already working.
Telling a customer they should buy more is a hard conversation. Showing a customer — with their own data — that a specific product or tier would materially change a specific outcome is a different conversation entirely.
Most sales teams don’t have the tools to do the second one consistently. So they default to the first.
LivePreso pulls the customer’s current data — usage, performance, gaps — and builds a presentation that shows specifically what the next product or tier would change for them.
Not in theory. In their numbers, against their benchmarks, in their context.
Adaptive content makes the expansion conversation feel like a natural discovery rather than a sales pitch. The customer indicates which outcomes they want to improve — revenue, efficiency, retention, risk — and the presentation responds, surfacing the specific products or solutions that address those priorities, with the data to back it. The rep isn’t guessing which product to lead with. The customer has already told the presentation what they care about most.
Scenario modelling means the commercial case can be explored live — change an assumption, see a different outcome, price it up and down until the right option is obvious. AI identifies which expansion opportunity is most relevant for this customer and generates the talking points to introduce it naturally.
