Upsell Feature-Specific Demo

When you release a new product or feature, deploy a pop-up notice within your platform that explains its usage and benefits, and invites customers to a demo. Also announce it in your different channels, newsletter, social, etc. This will promote product usage, make the relationship stickier, and increase the likelihood of renewal. Consider product demo promotion even if a feature is no longer considered new. A good demo could highlight under-utilized features that add value or features that the customer currently sources from another vendor.

<play> **PLAY NAME** Upsell Feature-Specific Demo --- **🔁 Triggers** - Identify companies and contacts for a new product feature released which matches a competitive use case Saved Search company criteria --- **⚡️ Actions** - Source expanded set of contacts based on product type - Send records to your CRM - Assign to a Account Owner - Enroll in Feature-Specific campaign --- **✅ Goal / Problem to Solve** ⬆️ Upsell & Cross-sell --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone, 👩‍💻 In-App --- **✏️ Summary** When you release a new product or feature, deploy a pop-up notice within your platform that explains its usage and benefits, and invites customers to a demo. Also announce it in your different channels, newsletter, social, etc. This will promote product usage, make the relationship stickier, and increase the likelihood of renewal. Consider product demo promotion even if a feature is no longer considered new. A good demo could highlight under-utilized features that add value or features that the customer currently sources from another vendor. --- **✏️ Default Natural Language** When a **new product feature** is released that matches a **competitive use case** for **any company**, then: - Discover **up to 20** ZoomInfo contacts that meet **select criteria** based on **product type** - Export to **select system** as **record type** - Enroll in **Feature-Specific campaign** - Assign to **select Account Owner** --- **Explainer-Video-Script** Want to increase new feature adoption and reduce churn? Use the New Feature Inform play! When you release a new feature or product, identify organizations that have searched for such a solution recently. Enroll existing customers in a campaign to let them know the feature is now available. Doing this in your app, along with a tutorial or a button to schedule a demo is best. For prospects, enroll in a campaign highlighting this new feature as part of your larger offering. Now you’re capturing the likeliest users for all new features! --- **🏷Features)** ABM Audiences --- **🏷️ZoomInfo Data Types)** Buying Committee, Company Data, Contact Data --- **📁 Sales Stage** Post-Sales --- **🚦 Difficulty** ♦︎ - Expert --- **🧪Standard Operating Procedure (SOP)** ## 1. Identify Targets for New Feature - Set up saved search for companies matching competitive use case - Configure criteria for expanded contact set based on product type ## 2. Data Collection and Enrichment - Use ZoomInfo to gather and enrich company and contact data - Export records to CRM system ## 3. Lead Assignment - Automatically assign leads to appropriate Account Owners ## 4. Campaign Creation - Develop feature-specific marketing campaign - Create demo materials highlighting new feature benefits ## 5. Multi-Channel Outreach - Implement outreach across email, text, mail, events, ads, chat, phone, and in-app ## 6. In-App Notification - Deploy pop-up notice within platform explaining new feature - Include option to schedule demo or access tutorial ## 7. External Announcements - Announce new feature in newsletter, social media, and other channels ## 8. Demo Scheduling and Execution - Set up system for customers to easily schedule demos - Conduct personalized demos highlighting feature benefits ## 9. Follow-Up and Adoption Tracking - Monitor feature adoption rates - Implement follow-up strategies for non-adopters ## 10. Performance Analysis - Track upsell and cross-sell metrics - Analyze impact on customer retention and product usage ## 11. Continuous Improvement - Gather feedback on feature and demo process - Refine approach based on performance data and customer input --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, New Feature Information, Copilot AI Account Summary --- **🪙 Email tokens Used** Contact.FirstName, NewFeature, CompanyName, PainPoint, NewFeature.Benefit, ContentLibrary.Resource, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (TAV * CR / 100) * ADS --- **🟨 Yield Key Drivers** Conversion Rate (CR), Average Deal Size (ADS), Target Account Volume (TAV) --- **🟨 Yield Driver Definitions** Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy. --- </play>