The Power of Being Proactive: Engage, Educate and Upsell as a Trusted Advisor
The Power of Being Proactive: Engage, Educate and Upsell as a Trusted Advisor
This session explores how to position your company and your team as trusted advisors, not just service providers. Learn how to anticipate customer needs before they arise, turn every service interaction into an opportunity to add value, and use education—not pressure—to drive upselling. Checking in with key customers is an art. Attendees will leave with a roadmap for shifting their sales teams toward proactive communication, stronger customer relationships, and meaningful revenue and RMR growth.
The ESA team is excited to see you at this event. Harnessing AI to Transform Your Sales
In this session, you’ll learn:
How to shift your team from selling to meet their own goals to proactive advising.
Key triggers and touchpoints that signal upsell opportunities.
How to structure customer check-ins that uncover hidden needs.
Methods to educate customers on new solutions without feeling pushy.
An ESX Executive Pass or Deluxe Pass is required to gain access to this and all best-practice sharing sessions.
See all CEU credits available for attending ESX 2025 education sessions. MORE
Sales & Marketing
ESX Sales & Marketing Track: Sales development is one of the most important processes an organization can build to deliver a seamless, efficient revenue machine.
Learn to develop your brand and go-to-market strategy to keep the focus on building your RMR. Identify complementary markets, new products, and services that will give your sales teams the edge over the competition. Explore new sales management processes that will accelerate sales performance and increase your revenues and RMR.
