Cross-Sell Intelligence — Find Relevant Products for

Cross-sell recommendation brief — illustrative supplied facts

Customer need: recovery after accidental deletion, explicitly reported in the supplied note. Current coverage: ProjectCore; the note states no external backup. Verify this remains current before outreach.

Candidate 1: BackupAdd. Complementary capability: separate daily backups; compatibility is stated in the supplied catalog, not independently verified. Potential incremental value: recovery capability beyond current coverage. Confidence: conditional, because retention, restoration scope, exclusions, eligibility and price are unknown. Counter-thesis: an existing native recovery feature or another backup may already meet the need.

Candidate 2: ReportPro. Do not recommend. The supplied catalog states it duplicates included reporting and no additional reporting need is identified. Popularity or co-purchase patterns would not override redundancy.

Next best action: ask the account owner to confirm current recovery coverage, required recovery window, backup retention and procurement eligibility. Verify catalog compatibility, price and availability before proposing an offer. Respect suppression and communication preferences.

Optional draft message for authorized review: “You mentioned recovery after accidental deletion. Would it help to review your current recovery coverage and whether a separate daily backup meets your requirements? We can compare existing options before discussing any purchase.”

Decision: research BackupAdd; reject ReportPro for this case. No revenue forecast or invented buying intent. Execution notes: no CRM accessed, customer contacted, opportunity created or offer sent.