Learn to seamlessly integrate upselling into customer service, boosting revenue while maintaining trust and exceptional service.
Customer service and sales professionals face a critical challenge—balancing exceptional service with revenue growth. Too often, upselling feels forced, misaligned with customer needs, or overlooked entirely, leading to missed revenue opportunities and customer dissatisfaction. Many struggle with confidence in seamlessly transitioning from service to sales, fearing they may sound pushy or risk damaging the customer relationship.
This session provides a strategic framework to turn every customer interaction into a value-driven opportunity. Attendees will learn how to identify hidden customer needs, leverage active listening techniques, and position upsells as solutions rather than sales pitches. Through proven best practices, mindset shifts, and real-world scenarios, they will gain the tools to enhance customer trust, increase conversions, and drive higher revenue—without sacrificing service excellence.
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Credit
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Shifting the Mindset: Service and Sales Go Hand-In-Hand | |
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| Identifying Opportunities: Listening for Hidden Needs | |
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| The Art of Seamless Upselling: Positioning Without Pressure | |
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| Overcoming Objections With Confidence | |
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| Driving Results: Measuring and Improving Upselling Success | |
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
OnDemand Course
This course was last revised on January 16, 2019.
Call 1-866-352-9540 for further credit information.
Who should attend?
This live webinar is designed for customer service managers and representatives, account managers, sales representatives, technical and support representatives.
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Christopher Salem
Sustainable Success Coaching & Consulting
- CEO & Business/Sales Acceleration Strategist with Sustainable Success Coaching & Consulting
- Over 35 years of experience in sales and customer service, helping organizations and professionals optimize their performance, build high-trust relationships, and drive sustainable success
- Specializes in helping organizations align leadership, communication, and emotional intelligence to accelerate sales, improve customer experience, and maximize profitability
- Globally recognized expert in business communication, influence, customer experience, sales acceleration, negotiation, emotional intelligence, and revenue and profit strategies
- Award-Winning Author & Thought Leader (Author of Master Your Inner Critic / Resolve the Root Cause - Create Prosperity, co-author of Mastering the Art of Success with Jack Canfield, and upcoming book (May 2025) The EQ Advantage: Harnessing Emotional Intelligence for Leadership, Teamwork, Sales, and Customer Success)
- Five-time President’s Club Winner for outstanding sales and client success, demonstrating a consistent ability to exceed revenue goals and enhance customer engagement
- Over 25 years delivering high-impact keynotes, workshops, and corporate training on leadership, emotional intelligence, and sales mastery
- Adjunct Faculty at Westchester Community College, mentoring the next generation of business leaders in purchasing, materials management, and negotiation
- Can be contacted at 203-733-8469, [email protected], or [email protected]
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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