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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
The best time to upsell is when customers hit usage thresholds, but NetSuite lacks sophisticated usage monitoring and automated upsell triggers. You’re missing revenue opportunities because you can’t track when customers approach or exceed their plan limits.
Here’s how to automatically trigger upsell campaigns the moment customers hit specific usage thresholds.
Monitor usage thresholds and trigger upsell campaigns using Coefficient
Coefficient excels at usage tracking campaigns by providing automated threshold monitoring and immediate upsell campaign triggers when customers approach or exceed usage limits. You can identify high-value upsell opportunities automatically.
How to make it work
Step 1. Import usage metrics with custom queries.
Use SuiteQL Query to create custom queries pulling usage metrics from Transaction records, custom usage tracking fields, or integration data stored in NetSuite custom records. Access all your proprietary usage data for comprehensive analysis.
Step 2. Set up automated threshold monitoring.
Configure hourly automated scheduling to refresh usage data. Use spreadsheet formulas to calculate usage percentages against plan limits. For example: =(B2/C2)*100 to get usage percentage, then =IF(D2>80,”UPSELL READY”,””) to identify threshold customers.
Step 3. Analyze usage alongside subscription data.
Import customer subscription data alongside usage metrics to understand current plan details, pricing tiers, and upgrade opportunities. This context enables targeted upsell messaging that makes sense for each customer’s situation.
Step 4. Track usage growth patterns.
Leverage Coefficient’s date filtering to analyze usage growth patterns over time. Identify customers with consistent growth trajectories suitable for proactive upsell campaigns, even before they hit hard limits.
Step 5. Segment customers by usage patterns.
Apply filtering capabilities with AND/OR logic to segment customers by usage patterns, plan types, and growth rates. Create personalized upsell campaign targeting for different customer segments and usage behaviors.
Step 6. Calculate revenue opportunities automatically.
Combine usage data with pricing information to calculate potential revenue impact. Use formulas to prioritize high-value upsell opportunities and focus marketing efforts on the most profitable NetSuite customers.
Turn usage growth into revenue growth
The 100,000 row limit accommodates extensive usage data analysis, while custom field support enables access to proprietary usage tracking metrics. You’ll never miss another upsell opportunity. Start automating upsell campaigns today.
