cross-sell-target-identifier Skill

Source

• Creator: microsoft
• Repository: microsoft/dataverse-business-skills
• Skill file: skills/cross-sell-target-identifier/SKILL.md

What it does

Analyzes successful product customers to identify patterns, then finds similar accounts that are good cross-sell candidates with fit scores and reasoning. Use when user asks "who should I pitch this product to", "find cross-sell opportunities", "which customers should buy Product X", "identify upsell targets", "product

Skill instructions

Cross-Sell Target Identifier When launching a new product or looking to expand product adoption, sales teams need to identify which existing customers are most likely to purchase. This skill analyzes the characteristics of successful customers for a given product, finds similar customers who don't own it yet, and provides prioritized recommendations with justification. Instructions Step 1: Identify the Target Product When user asks "Which customers should I pitch Product X to?": 1. Identify the Product: SELECT productid, name, description, producttypecode, productstructure FROM product WHERE name LIKE '%[product name]%' AND statecode = 0 2. Confirm with user if multiple matches Step 2: Analyze Successful Product X Customers 2.1 Find Customers Who Own Product X Query won opportunities that included the target product: SELECT op.opportunityid, op.customerid, op.accountid, op.actualvalue, op.actualclosedate, op.salesstage FROM opportunity op JOIN opportunityproduct opp ON op.opportunityid