crm_expansion_upsell
Identify expansion and upsell opportunities for an account by analyzing product usage, peer benchmarks, and unmet jobs-to-be-done.
Instructions
Identify expansion and upsell opportunities for an account based on current product usage, peer benchmarks, and unmet jobs-to-be-done. Args: message: Free-text objective for the action. account_id (required): CRM account ID. min_arr_usd: Skip accounts below this ARR threshold.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| message | No | ||
| account_id | No | ||
| min_arr_usd | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |