Cross-Selling Intelligence + Portfolio GTM Orchestration

    Turn one utility win into a coordinated, multi-product account.

    Most vendors stall after the first deal — or worse, trip over their own divisions.
    AquaIntel's Cross-Selling Intelligence shows you what to sell next, who should lead, and how to expand without internal conflict.

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    Built on utility-side signals
    Aware of board cycles & budgets
    Prevents bad expansion attempts
    Coordinates multi-division GTM
    CRM-native (Salesforce / HubSpot)

    Portfolio Command Map

    See which utilities have the highest multi-division potential and which team should lead the conversation

    US Map
    Dot Size = Divisions with Relevance

    Larger dots indicate more of your divisions have potential opportunities at that utility

    1 div
    2 divs
    3 divs
    4 divs
    Color = Recommended Lead Division

    The division best positioned to lead the initial conversation

    GreaseTrack
    FlowSafe
    IndusGuard
    StormWatch

    Why expansion breaks after the first win

    You already have an in at the utility.
    So why does expansion still fail?

    Because:

    Different divisions approach the same utility independently
    No one knows who should own the account
    Multiple teams pitch different stories
    Budget owners get confused (or annoyed)
    Internal politics slow everything down
    The Result

    One logo.

    One product.

    Years of missed expansion.

    The Shift

    Utilities don't buy portfolios.
    They buy confidence, timing, and coherence.

    Cross-selling fails when it's treated as:

    A sales problem
    A quota problem
    A product problem

    In reality, it's a GTM coordination problem.

    Utilities ask (implicitly):

    "Why are three teams from the same company calling me?"

    "Who actually owns this relationship?"

    "Why should I trust you with more scope?"

    Cross-Selling Intelligence fixes this by:

    Starting from the utility's reality — not internal org charts.

    What Cross-Selling Intelligence actually does

    Installed Base Anchor

    Starts from what you already sell into each utility.

    • No greenfield assumptions
    • No generic upsell logic

    Utility Readiness Engine

    Continuously monitors:

    • Regulatory pressure
    • Funding & CIP cycles
    • Leadership & consultant changes
    • Technology gaps

    So you know when a utility is actually ready to buy.

    Ranked Expansion Plays

    For each utility, AquaIntel ranks:

    • What to sell next
    • Who to sell to
    • When to engage
    • When not to engage

    With explicit confidence scores and red-flags.

    NEW

    Portfolio GTM Orchestration

    When you have multiple divisions or offerings, AquaIntel:

    • Maps overlap across divisions
    • Recommends who should lead the account
    • Sequences expansion to avoid internal conflict
    • Flags GTM collision risks before they happen

    This is where most vendors break. This is where AquaIntel is different.

    From installed product → coordinated expansion

    Expansion is a sequence — not a pile-on.

    Phase 1

    Installed Product

    GreaseTrack deployed at RCWA

    Phase 2

    Trust Established

    Champion relationship built

    Phase 3

    Expansion Identified

    Backflow Automation — 84% confidence

    Phase 4

    Coordinated Entry

    FlowSafe enters via GreaseTrack sponsor

    This sequence prevents internal conflict and protects champion relationships

    From installed product → coordinated expansion plan

    Expansion Intelligence Dashboard

    You start from trust you already earned:

    Installed Product:PFAS Treatment
    Buyer:Operations
    Contract:Active
    Expansion Opportunity Radar
    RankOpportunityBuyerBudgetConfidence
    1Compliance MonitoringComplianceOpEx82%
    2Asset AnalyticsGM / FinanceOpEx68%
    3Treatment ExpansionEngineeringCapEx55%

    No guessing. No spray-and-pray.

    NEW
    Portfolio GTM Heatmap

    At this utility, AquaIntel shows:

    • Which divisions have trust
    • Where offerings overlap
    • Where political or budget conflict exists

    And then answers the hard question:

    "Who should lead this account right now?"

    Account Leadership Recommendation

    Recommended Account Lead:

    Division A

    Why:

    • Strongest trust footprint
    • Lowest political risk
    • Natural sponsor for Division B entry

    This removes internal turf wars before they start.

    Red-Flag Panel

    Expansion Risk Detected

    Champion leaving→ Wait
    Budget freeze→ Snooze
    Board fatigue→ Route via consultant

    AquaIntel actively blocks bad expansion attempts.

    This isn't upsell software. It's GTM discipline.

    Traditional Cross-Sell

    AquaIntel

    Seller-driven
    Utility-driven
    Portfolio-first
    Readiness-first
    Division-centric
    Account-centric
    Encourages activity
    Enforces coordination
    High political risk
    Politically safe

    CRMs track relationships.
    AquaIntel tracks readiness and coherence.

    Built for CROs and VP Sales

    Stop debating who should lead. Decide with data.

    Every quarter, teams argue about account ownership. AquaIntel makes it obvious.

    Account Leadership Decision

    Redwood County Water Authority

    RECOMMENDED LEAD
    HIGH CONFIDENCE

    GreaseTrack Division

    Re-evaluate in 6 months or upon significant account changes

    Trust Footprint

    Strongest existing relationship

    92%

    Score

    Political Risk

    Lowest friction with board

    15%

    Low risk

    Buyer Alignment

    Already trusted by Engineering

    88%

    Score

    Other Divisions

    FlowSafe

    Enter via sponsor intro

    Support role

    IndusGuard

    Political sensitivity too high

    Defer

    StormWatch

    County introduction needed first

    Long-term

    Why This Matters

    Without clear leadership, three teams would approach RCWA independently — confusing the buyer and burning political capital.

    This removes internal turf wars before they start.

    IndusGuard: Hold Position

    PFAS sensitivity detected at board level. Recommend deferring for 4-6 months until regulatory clarity improves.

    Who this is built for

    This is for you if:

    • You sell multiple offerings or run multiple divisions
    • You already have utility customers
    • You want higher ACV, not more leads
    • You care about long-term account trust

    This is NOT for you if:

    • You only sell one SKU
    • You rely on uncoordinated outreach
    • You want automated spam
    Workflow & CRM

    Fits your GTM workflow — doesn't replace it

    Ranked expansion plays sync directly to your CRM:

    Salesforce
    HubSpot

    Includes:

    Confidence score
    Recommended account lead
    Buyer persona
    Timing window
    Red-flag status

    Humans decide.

    AquaIntel removes blind spots.

    Next expansion:Compliance Monitoring
    Confidence:82%
    Account Lead:Division A
    Status:Ready to engage
    Pricing

    Designed as a revenue lever — not a feature

    Cross-Selling Intelligence + Portfolio GTM Orchestration is a premium module, priced by:

    Installed utility footprint

    Portfolio / division complexity

    For most customers, one avoided GTM mistake or one successful expansion pays for the module.

    You already earned the utility.
    Now expand the account — without fighting yourself.

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