Maximizing Customer Lifetime Value Through Upselling

Identifying Opportunities & Targeted Promotions

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  • 35% more upselling revenue
  • 25% rise in CLTV
  • 20% better CSAT scores


Increasing revenue and customer lifetime value for an AdTech SaaS product

An AdTech company specializing in advertising technology solutions for digital marketers and agencies wanted to increase its revenue and customer lifetime value (CLTV) by identifying and capitalizing on upselling and cross-selling opportunities. However, it lacked the expertise and resources to analyze customer behavior and effectively develop targeted promotions and campaigns.


  • Identify upsell and cross-sell opportunities

  • Increase customer lifetime value (CLTV)

  • Enhance customer satisfaction & retention


Identifying Upsell and Cross-Sell Opportunities

DataDab worked closely with this AdTech SaaS to analyze customer data and identify upsell and cross-sell opportunities by:

Segmenting customers based on factors such as their current product usage, industry, and company size

Analyzing customer behavior, engagement, and success metrics to identify patterns and trends that indicate potential upsell or cross-sell opportunities

Creating customer profiles that highlight the specific needs, pain points, and opportunities for each segment

Targeted Promotions and Campaigns

Leveraging the insights gained from customer data analysis, DataDab designed and executed targeted promotions and campaigns to capitalize on upsell and cross-sell opportunities:

Personalized email campaigns

Tailored email campaigns that highlighted relevant product features, add-ons, or services based on each customer's profile and needs. These campaigns also included case studies, testimonials, and success stories to demonstrate the value of the proposed solutions.

In-app messaging & notifications

DataDab implemented in-app messaging and notifications to promote upsell and cross-sell opportunities at key moments in the customer journey, such as when customers reached usage milestones or experienced success with the platform.

Dedicated account managers and training

DataDab worked with this company to train their account managers on how to identify and capitalize on upsell and cross-sell opportunities during regular customer check-ins and support interactions.


Increased Customer Lifetime Value and Revenue

DataDab's upselling and cross-selling strategy delivered significant results for the client:

35% increase in upselling revenue

This AdTech co. experienced a 35% increase in upselling revenue within six months, driven by DataDab's targeted promotions and campaigns

25% growth in CLTV

The company saw a 25% increase in CLTV, as customers invested in higher-tier plans, additional features, and complementary services

Enhanced Customer Satisfaction and Retention

In addition to driving revenue growth and increased CLV, DataDab's upselling and cross-selling strategy also improved customer satisfaction and retention for this client:

20% increase in CSAT scores

They observed a 20% increase in customer satisfaction scores, as customers benefited from tailored solutions that addressed their specific needs and pain points

15% reduction in churn rate

They experienced a 15% decrease in churn rate, as customers felt more engaged and valued through the personalized upselling and cross-selling efforts

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Their targeted promotions and campaigns have not only driven growth but also improved customer satisfaction and retention.

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