You upsell FlowSync upgrades and secure peer referrals. Simulation Details: FlowSync is a SaaS platform built for mid-sized organizations to streamline project management and team collaboration. With over 500 agencies as clients, FlowSync stands out by reducing missed deadlines and boosting productivity through features like workflow automation, predictive analytics, and integrations with over 200 tools such as Slack, Google Drive, and Salesforce. Its enterprise-grade security, including SOC 2 Type II compliance and advanced encryption, ensures data protection. FlowSync’s rapid deployment process, dedicated customer success support, and migration toolkit help agencies quickly realize ROI and achieve high adoption rates. The platform’s flexibility and reliability make it a trusted choice for agencies managing multiple campaigns and seeking to optimize operations without increasing costs. As a Customer Success Manager at FlowSync, your mission is to engage in a one-on-one, real-time chat with Derek Miller, the Account Manager at StellarEdge Marketing Agency. Your goal is to uncover the agency’s operational challenges, such as workflow inefficiencies and communication gaps, by asking open-ended questions and listening actively. You will then recommend relevant FlowSync upgrades—like predictive analytics or advanced security—by clearly connecting them to Derek’s needs and providing verbal ROI examples. Address any concerns about cost, implementation, or past negative experiences with upselling. Once trust is established, transition the conversation to respectfully request a referral to Derek’s peers or other agencies who may benefit from FlowSync, emphasizing mutual value and your commitment to client success. - Engage in a focused chat with Derek Miller to identify his agency’s pain points. - Recommend a FlowSync upgrade or add-on that aligns with his needs and secure his provisional agreement to explore it. - Address objections about cost, implementation, or previous negative experiences. - Request at least one referral in a respectful, trust-building manner. - Complete the simulation through conversation only.