Turn product curiosity into upsell conversations

Vector Team

Your customers are happy, but are they ready for more?
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Sometimes a contact from a current account starts digging into features or solutions you offer that aren’t part of their current package. That’s your cue to lean in.
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This play helps you identify when a customer is actively researching other products or capabilities you offer, so your Account Manager or CSM can open an upsell conversation while interest is high.

The Vector Way:

Most teams wait for an upsell moment to come up during QBRs or renewals.

Vector flips that.

With contact-level visibility, you can spot when a current customer is exploring parts of your platform they don’t yet use. Maybe they’re checking out a different module, reading up on a feature, or browsing pricing.

You don’t need to wait for a form fill—just route that moment straight to the team that owns growth.

When to use this play:

Use when:

A customer contact engages with feature or product content outside of their current usage
You want to proactively drive upsell and expansion pipeline
You’re trying to increase average revenue per account (ARPA) or product adoption across modules

Goal

Drive timely upsell outreach based on customer engagement with features or products they don’t yet use.

Objectives

Detect when a customer is showing interest in other parts of your platform
Alert Account Managers or CS to open relevant conversations
Accelerate product-led growth across your existing base
Create a more natural path to multi-product adoption

Use case

Your customer uses Vector for site de-anonymization. Then someone from their team starts digging into off-site intent or Ad Reveal features. That contact hasn’t reached out yet—but Vector flags the activity and notifies the account owner to follow up with a tailored upsell message.

Play type: Expansion | Upsell | Product-Led Growth Estimated time to execute: 30 minutes to configure; runs continuously with CRM integration and alert routing

How it works:

Step 1: Map product features to content
Tag key content on your site—product pages, comparison charts, help docs, or gated assets—to align with features or modules that are sold separately or require an upsell.

Step 2: Filter for customer accounts only
Use CRM data to target accounts with status = Customer. Match contacts based on current usage or license data (optional) to isolate interest in products they don’t yet have.

Step 3: Trigger upsell alerts
Route alerts to the assigned AM or CSM when a contact engages with a product they don’t currently use.

Example Slack alert:

“👀 [Contact] from [Customer Account] just viewed our [Product Page] for [Intent Data]. They’re currently using [Site De-Anon]. Possible upsell opportunity—worth a follow-up!”

Step 4: Enable a personalized follow-up
Provide your team with a short, helpful script:

“Saw you were exploring [Product/Feature]. Let me know if you’re curious how that could layer into your current setup—it could be a natural next step.”

Wrap up: Catch product curiosity before it goes cold

Your best upsell opportunities are already on your site—they just haven’t reached out yet.

This play helps you catch when customers start researching what else you offer, so your team can reach out with context and confidence.

Sales example: An AM sees a customer researching a module they don’t yet use. They tee up a quick use case, share a demo snippet, and convert the curiosity into pipeline.
CS example: A CSM spots early interest in premium features and loops in the AE to co-pitch an upgrade.

Example H2