Log and track recommended services from the moment they are identified.
The Service Upsell Tracking application provides advisors and technicians with a quick and easy method to log every recommended service. This application enables suggested operations to be tracked from the moment they are identified until the customer decides whether or not they want them performed.
The Service Upsell Tracking Closing Ratio Report allows service managers to track recommendation rates for every technician and closing ratios for each advisor. In addition, unsold service recommendations are tracked to ensure that every open recommendation is completed through the upsell process.