Orbit - An Hg software leadership podcast

The Art of Cross-sell: Peter Sherlock on how the Citation Group built a cross-sell engine


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As a fast-growing business, with many business units newly added through M&A, Citation had huge cross-selling opportunities. But taking cross-selling from opportunistic to strategic took a whole host of measures to set up their teams for success.
In this episode, Hg’s Chris Kindt speaks to Peter Sherlock, Group Commercial Director of The Citation Group, discussing their journey to creating a winning cross-sell strategy and gives some advice to companies looking to do the same.
The Citation Group is a leading provider of tech-enabled, subscription-based HR and Employment law, Health & Safety, and ISO services to SMEs.
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