Cross-sell recommendations and pitch chips

RevLogic helps your sales team sell more per call in two places: the “Goes with this order” section during order entry, and the Pitch chip on call-list cards. Both are powered by the same idea — what your customers actually buy together.

The recommendations are not generic. RevLogic mines your store's own order history for products that are genuinely bought together — a technique called market-basket analysis. It only surfaces a pairing when:

• Enough distinct customers have bought the two items together (one loyal account reordering the same combo every month counts as one signal, not many), and
• The pairing clears a statistical bar that filters out chance co-occurrences on smaller stores.

The result is cross-sell ideas grounded in your real business, not a guess. When RevLogic doesn't yet have a proven pairing for a product type, it can fall back to suggesting your top seller in that type as a cross-sell play.

When you build a cart on RevLogic's advanced order entry screen, the “Goes with this order” section ranks the best add-ons for what's currently in the cart. As you add products, the suggestions update to match. It's the fastest way to turn a single-item reorder into a fuller basket while you're still on the phone.

Items already in the cart are excluded, so you're never offered something the customer is already buying.

On the Dashboard call list, some customer cards carry a small Pitch chip with a short suggestion. This is RevLogic proposing a specific cross-sell for that account before you even pick up the phone — a category or product they don't currently buy but that similar customers do.

The chip gives your team a concrete opening line: not just “call this overdue customer,” but “call them and offer this.” Open the customer's card and the Categories to pitch and Brands to pitch panels expand on the idea, ranked by what similar customers buy.

Inside a customer's intelligence panel you'll find two related tools:

• Categories to pitch — product types this customer hasn't bought yet, ranked by how many similar customers do.
• Brands to pitch — vendors that comparable accounts buy but this one doesn't.

Each shows a percentage so you can gauge how strong the opportunity is. A badge marked as “of similar customers buy this” means the suggestion is drawn from peer accounts like this one; otherwise it reflects your overall customer base.

You're not stuck with the defaults. The Merchandising page lets you tell RevLogic which product types to prioritize as cross-sells for each anchor type, and those choices flow straight into “Goes with this order.” See The merchandising strategy matrix for how to set that up — changes take effect immediately.

• The merchandising strategy matrix — shape the plays.
• Creating draft orders — where cross-sell lives during a sale.