Your next opportunity may already be a customer.

Give Zarco your product portfolio and what each customer owns. Explore the gaps, research the account context and find relevant expansion conversations across the products you sell.

Try the example

Help me find £200k of potential expansion in our customer base.

Compare what each customer owns with your portfolio, then research fit and timing. Here are three conversations to qualify, not booked revenue.

Ask Sales Engineering to check device coverage. Size the example separately from the £200k target, then qualify the owner, incumbent and timing.

Illustrative example. No live connections or actions.

How Upsell & expansion works.

Map what they have against what you sell

Use your published portfolio and customer product records to identify gaps. More seats is one possibility; another product or service may be a better fit. A missing product in your CRM is not proof that the customer has no supplier.

Research the fit, not just the gap

Review account history, current initiatives and available research. Look for a reason the offer is useful now, then check the incumbent, owner, timing and requirements.

Bring a qualified conversation to the owner

Explain the product fit and supporting evidence. Prepare a tailored opening for review. A £200k search target directs the research; it is not guaranteed pipeline, booked revenue or a forecast.

Built around your process.

Configured with your team. Agree what counts as a useful opportunity, when not to approach an account, and who owns the conversation.

Start with

Your product and service portfolio, customer product holdings, account history and expansion criteria.

Add context where connected

Approved account-research sources, call notes, product usage, capacity data and email. Research access is scoped during setup.

Connections, access and available actions are scoped during setup.

Before you start.

Is this only about selling more licences?

No. It can explore another technology, service or product in your portfolio, as well as seat growth. The account evidence and customer fit determine the conversation.

Can we set a commercial target?

A target can focus the research. Potential opportunities still need qualification, valuation and owner review. It is not a promise that the target will be found or won.

Will it change the customer’s plan?

Not in this demonstration. The workflow prepares a conversation; commercial changes require the permissions and approvals you agree.

Start with your process.

We’ll work through the sources, rules and first useful workflow with you.

Arrange a demo

Opens an email to luke@zarco.uk. No calendar slot is reserved.