cross-sell-target-identifier

Name: cross-sell-target-identifier
Availability: InStock
Author: Microsoft

Score existing accounts for cross-sell and upsell opportunities using Dataverse data.

44|9|Updated Mar 6, 2026

Search Tags:#sales analytics #lead generation #customer segmentation #upsell #dataverse #cross-sell

Ready to run

npx skills add https://github.com/microsoft/dataverse-business-skills --skill cross-sell-target-identifier

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: cross-sell-target-identifier
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/cross-sell-target-identifier
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill cross-sell-target-identifier

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps sales teams identify existing customers who are most likely to purchase a new product or upgrade, by analyzing successful customer patterns and matching them to the broader customer base.

Core Features & Use Cases

Pattern Analysis: Analyzes characteristics and buying behaviors of customers who have successfully purchased a product.
Ideal Customer Profile (ICP) Generation: Creates a detailed profile of the ideal customer based on analyzed patterns.
Target Identification & Scoring: Queries the customer base to find accounts matching the ICP, scoring them based on fit.
Actionable Recommendations: Provides prioritized lists of cross-sell/upsell targets with justification and suggested next steps.
Use Case: When launching a new product, use this Skill to find existing customers who fit the profile of successful buyers of similar products, ensuring sales efforts are focused on the most promising leads.

Quick Start

Use the cross-sell target identifier skill to find customers who should be pitched Product X.

Frequently Asked Questions about cross-sell-target-identifier

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I identify cross-sell and upsell targets within my existing customer base?▼

To identify cross-sell and upsell targets, this Skill analyzes successful customer profiles and matches them against existing accounts. It scores potential opportunities by comparing buying behaviors to an Ideal Customer Profile generated from your data.

Can I use Dataverse tables to find existing customers likely to buy a new product?▼

Yes, you can use Dataverse tables to find new product buyers. The Skill requires access to Dataverse tables like product, opportunity, account, and activity data to analyze patterns and score existing accounts for cross-sell potential.

What is the best way to score upgrade candidates for bundled offerings?▼

The best way to score upgrade candidates is by generating an Ideal Customer Profile from successful past buyers. The Skill queries your accounts to pinpoint customers for bundled offerings and scores them based on their fit with this profile.

Does this cross-sell target identifier require specific data sources to function?▼

Yes, the cross-sell target identifier requires Dataverse tables to function. It needs access to product, opportunity, account, and activity data to perform pattern analysis, generate customer profiles, and score potential cross-sell opportunities.

How does pattern analysis work for finding new cross-sell opportunities?▼

Pattern analysis for finding cross-sell opportunities works by examining the characteristics and buying behaviors of customers who successfully purchased a product. It creates a detailed Ideal Customer Profile and matches existing accounts against it for scoring.

What kind of recommendations does the cross-sell target identifier provide?▼

The cross-sell target identifier provides actionable recommendations including prioritized lists of target accounts with justification. It delivers suggested next steps for sales teams to pitch new products or upgrades to the most promising leads.