Cross-selling is a valuable strategy for driving revenue growth in professional services firms, but it’s often easier said than done. Two major barriers, awareness and trust, frequently get in the way.

Awareness can be a challenge, as fee earners may not fully understand the breadth of the firm’s capabilities, and clients may be unaware of all the services available to them. In a recent survey, we found that only 20% of managing partners felt confident that the market understood their full service offering.

Trust and relationships are also key hurdles. Client relationships are typically managed by specific individuals or teams, and introducing clients to other areas of the business can feel risky, especially when there’s a lack of familiarity with a colleagues’ expertise.

At a recent event hosted in partnership with MRM UK and Sitecore, our very own CMO, Connor Kinnear, discussed how CrossPitch AI addresses these key issues. CrossPitch helps firms improve internal communication by making it easier for colleagues to share knowledge and understand each other’s areas of expertise. This creates a more connected and collaborative environment, where professionals can confidently refer clients to other parts of the firm.

By improving how firms communicate their services, both internally and externally, CrossPitch AI helps make cross-selling more seamless. Clients get a clearer understanding of the firm’s full range of capabilities, which makes it easier for them to engage multiple services from a single provider.

To learn more about how CrossPitch helps overcome the challenges of cross-selling, watch the session in full. 

To see a demo of CrossPitch AI in action, contact sales@passle.net