Identifying Expansion Opportunities

You can identify cross-sell expansion opportunity work suggestions for an account directly from account record pages, which:

• Evaluates the account's industry, annual revenue, and billing country against an expansion opportunity-type CS policy
• Compares the account's products against those of similar accounts to recommend products the account doesn't yet own
• Saves any suggested expansion opportunities as work suggestions that you can review and act on.

For more information, see Expansion Opportunity Identification Overview and Setting up the Identify Expansion Opportunities Action.

To identify expansion opportunities for an account:

1. Open the account record page and locate the Identify Expansion Opportunities card.
2. On the Identify Expansion Opportunities card, click Run. The product need fit analysis and the analytics-based whitespace analysis run together, and the new work suggestions are displayed in the Work Suggestions list on the account record page. If notifications are enabled, you receive a notification when the action finishes.
3. [Optional] To act on a work suggestion, click its action button. AI suggestions show Generate Expansion Opportunity, which opens a window with the products and details already generated for you to review. Whitespace suggestions show Create Expansion Opportunity, which opens the standard creation window with the account details filled in for you to add the products and any other details yourself. For more information, see Creating Expansion Opportunities.
4. [Optional] To see how the work suggestions were reached, select View Explanation after the identification finishes.
5. Click Close.