Using RevLogic

Cross-sell recommendations and pitch chips

How RevLogic's "Goes with this quote" cross-sell and the call-list pitch chip work, and how they're built from your store's own basket history.

RevLogic helps your sales team sell more per call in two places: the “Goes with this quote” section on the quote screen, and the Pitch chip on call-list cards. Both are powered by the same idea — what your customers actually buy together.

Where the suggestions come from

The recommendations are not generic. RevLogic mines your store’s own order history for products that are genuinely bought together — a technique called market-basket analysis. It only surfaces a pairing when:

  • Enough distinct customers have bought the two items together (one loyal account reordering the same combo every month counts as one signal, not many), and
  • The pairing clears a statistical bar that filters out chance co-occurrences on smaller stores.

The result is cross-sell ideas grounded in your real business, not a guess. When RevLogic doesn’t yet have a proven pairing for a product type, it can fall back to suggesting your top seller in that type as a cross-sell play.

”Goes with this quote” on the quote screen

When you build a cart on RevLogic’s quote screen, the “Goes with this quote” section ranks the best add-ons for what’s currently in the cart. As you add products, the suggestions update to match. It’s the fastest way to turn a single-item reorder into a fuller basket while you’re still on the phone.

Items already in the cart are excluded, so you’re never offered something the customer is already buying.

The pitch chip on call cards

On the Dashboard call list, some customer cards carry a small Pitch chip with a short suggestion. This is RevLogic proposing a specific cross-sell for that account before you even pick up the phone — a product that pairs with what they already order, drawn from the same basket analysis above.

The chip gives your team a concrete opening line: not just “call this overdue customer,” but “call them and offer this.” Open the customer’s card and the Categories to pitch and Brands to pitch panels widen the view from one product to where the account’s whole budget is going.

Categories and brands to pitch

Inside a customer’s intelligence panel you’ll find two related tools:

  • Categories to pitch — product types this account spends less of its budget on than similar customers in your store do.
  • Brands to pitch — the same comparison across vendors.

Both are sized in dollars per year, not popularity. RevLogic looks at how much of its spend this account puts into a category over the past year, compares that against what customers with a similar buying mix put into the same category, and multiplies the gap by this account’s annual spend. So a row reading “Similar customers spend 11% · they’re at 2%” and ”~$4,200/yr” means closing that gap is worth roughly $4,200 a year. The biggest dollar opportunities sort to the top.

The two share numbers also tell you how to open the conversation:

  • “they’re at 0%” with no purchase history under it — they’ve never bought this category or brand from you; it’s a fresh introduction.
  • A “Last bought …” line under the row — they used to buy it and have gone quiet for 90 days or more; naming that month on the call works well.
  • A share above 0% — they buy it today, just less than similar customers do.

Because the comparison is share of spend rather than “have they ever bought it,” these panels stay useful for your largest accounts — the ones who already buy a little of everything, and whose real upside sits in the categories they under-buy.

The benchmark is built only from your own store’s customers. RevLogic never compares your accounts against other merchants’ data, and never against a generic industry average.

If an account already spends at or above the benchmark across the board, you’ll see “No category headroom found — they buy at or above what similar customers spend” (and the same for brands). That’s a healthy account, not missing data. Very new or very small stores can see it too, simply because there aren’t enough customers yet to form a reliable benchmark.

Steering the recommendations

You’re not stuck with the defaults. The Merchandising page lets you tell RevLogic which product types to prioritize as cross-sells for each anchor type, and those choices flow straight into “Goes with this quote.” See The merchandising strategy matrix for how to set that up — changes take effect immediately.

Next steps