Increasing lead conversion rates is highly significant for a successful business. Sales agents have to go through a sizable list of potential customers that meet the requirements to buy another product.  Because the sales process is not standardized and sales agents tend to pick the qualified leads according to their own instincts, the conversion rates might not improve over time, which can impact both retention and sales revenue of organizations. Hence, it is highly significant for sales managers to standardize their sales process and increase the lead to close rates with new sales strategies. While these lists indicate product distribution at the account level, they do not include an indication of conversion confidence.

TAZI ML Solutions are packaged, ready to use, ML solutions that aims to improve one of the value drivers across the organization.

Wouldn’t the business benefit if there was a system available that monitored your existing customer portfolio and provided a set of qualified leads that have a high likelihood of buying into another product?

TAZI Cross-Sell Solution is a no-code, easy and ready to use, understandable, machine learning solution for sales and marketing departments. The goal of the solution is to predict the existing customers that have a high probability of purchasing another product. On top of predicting the right segment of customers that can cross-sell another product, TAZI provides a customized sales action for each customer in order to maximize the conversion rate of sales agents. 

TAZI Cross-Sellable Customer Detection Solution

This solution allows the sales agents in any company to increase their efficiency by providing a prioritized list of leads they need to reach out to for a possible sale. TAZI Cross-Sell Solution also provides the time and the channel to be used to reach out to such qualified customers.

It is a packaged solution that can be deployed into any insurance organization in less than 40 days using our proprietary TAZI Method. With our solution, you get a data dictionary, parametrized integrations to your CRM systems such as Salesforce, off the shelf customizable dashboards, and a list of actions. 

Demonstrated Benefits  

  • Increase cross-sell/up-sell conversion rate with more sales
  • Contact the right customer segments that have a buyer potential
  • Increase efficiency of your sales teams 
  • Increase your contact ratio on customer engagements 


  • Insurance
  • Finance
  • Retail & E-Commerce

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Tazi Hub User Interface