Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different? Keeping Customer Goals in Mind.

Accountability 63

Accountability Management Upselling Enterprise 63

Babelforce

APRIL 6, 2022

Know Your Customer” tools help call centers identify callers and then create personalized experiences. Once integrated, these tools can share data. You can set up automated processes across multiple tools, whereby a trigger in one system results in an action in another. It’s like the agent already knows who you are.

Self service 52

Self service Interactive Voice Response CRM Call Center 52

JustCall

DECEMBER 7, 2022

Read on to know how to track and improve your sales performance by using the right metrics and analytical tools. Annual revenue per user or account (ARPU/ARPA). It is the mean revenue from customer/account/product/service/geography over a specified period. What is Sales Analytics? Sales per rep or Quota attainment.

Analytics 52

Analytics Sales CRM Metrics 52

Comm100

NOVEMBER 11, 2015

Before you roll your eyes and point out that you don’t have a magic lamp to rub, consider your upselling game. Do you really know how to upsell? Maybe you’ve just been going about upselling the wrong way, with awkward timing and subpar recommendations. Find Appropriate Upsells. Have you even been trying?

Upselling 72

Upselling Sales Scripts B2C 72

JustCall

FEBRUARY 5, 2020

However, there is limited knowledge of tech-based tools for handling such modernization. In this blog post, we will talk about the various tools that you must have in your education tech stack, and with features that you must look out for if you want to bring more growth in your business. It also aids strategies like upselling.

Education 84

Education CRM Sales Accountability 84

JustCall

JANUARY 23, 2024

It consolidates all incoming messages from your business accounts into a single interface. It can show chats, emails, DMs, and even comments from the linked social accounts. Here is why WhatsApp Team Inbox is the appropriate tool for your business: Improved Team Collaboration A Shared Inbox allows for seamless collaboration.

APIs 52

APIs Upselling Accountability Analytics 52

Totango

DECEMBER 20, 2023

With our last tool, everything was complicated, overly technical, and buggy. All the while galvanizing internal collaboration across accounts and facilitating upsell/cross-sell opportunity and execution to grow our book of business. These actions lead to increased efficiency and time savings.

Enterprise 110

Enterprise Customer centricity Benchmark Upselling 110

Totango

AUGUST 16, 2022

Finally, we’ll review five of today’s top customer retention platform tools and what they can do to help you maintain more clients. For instance, a customer relationship management (CRM) app may be used to segment customers at risk of churn and reach out to them, serving as a CRM customer retention tool.

Customer retention 100

Customer retention Upselling CRM SaaS 100

Call Design

JANUARY 21, 2021

Equip your agents and staff with the tools and technology they need to focus on what matters most: your customers. During these calls, AI can suggest specific products for your agents to upsell to customers. Equipping your team with the right tools will empower them to operate effectively and drive your customer engagement.

Upselling 167

Upselling Coaching Consulting Consulting 167

Totango

NOVEMBER 23, 2021

Whether you’re not using a customer success platform yet or you’re using an aging CS tool, there comes a time when you need to upgrade CS software. Here we’ll look at six of the most common signs you need a new CS tool. This is because CRM tools are designed to manage customer relationship data, not customer success outcomes.

Upselling 92

Upselling CRM Revenue potential Feedback 92

Cincom

MAY 8, 2024

Lack of Renewal/Upsell Opportunities: Limited visibility into customer purchase history and usage makes identifying renewal and upsell opportunities extremely difficult. Core CPQ features include: Guided Selling Tools: CPQ applies configuration requirements and logic when building customized quotes.

Enterprise 52

Enterprise Sales CRM Engineering 52

JivoChat

APRIL 21, 2021

The live chat tool is a solution to that problem, but with the proliferation of chat tools and their features, you might experience decision paralysis when trying to choose a chat tool for your website. In this article, we’ll explain what chat tools are, how to use them, and how they can benefit your business.

Chatbots 52

Chatbots Analytics CRM Sales 52

Totango

JULY 5, 2022

Make the Most of Upsell Opportunities. Upsells are the result of the growth a customer has enjoyed because of your commitment to delivering lifetime value. By utilizing a customer success software, you will be able to have deeper insight into your customers’ businesses and recognize when upsell opportunities present themselves.

Upselling 99

Upselling Accountability CRM Best practices 99

CustomerSuccessBox

JUNE 24, 2022

It helps companies keep up with the accounts they’ve closed, and maintain, retain, and expand them. High renewal rates in SaaS provide a stable revenue source every month which helps you to focus on upsells, advocacy, and acquiring new customers. Upselling the right way. Check out SaaS upsell strategies.

Upselling 52

Upselling SaaS Customer advocacy Metrics 52

CustomerSuccessBox

JUNE 20, 2022

And when it comes to delivering the right customer success function to your clients you are as good as the tool you use. A customer succes software is specialized software that takes the customer data from your existing tech stack to provide you with a 360-degree view of your customers and their account health.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

Totango

APRIL 4, 2024

I recently hosted a webinar with four leaders from our team to learn how they work together to bolster retention, expansion, and upsells as a truly unified CS and sales front. One tool that Katie finds helpful in her role is a RACI matrix that designates accountability to relevant stakeholders involved in a project, task, or decision.

Sales 90

Sales Upselling Accountability SaaS 90

TeamSupport

DECEMBER 7, 2020

Here at TeamSupport we talk a lot about tools you can use to gauge customer sentiment and measure the overall health of the relationship you have with each of your customers. To identify upsell opportunities set triggers for words or phrases like, “How much is it to add a user?”. Upselling Other Products or Add-Ons.

Customer Support 98

Customer Support Upselling B2B Sales 98

JustCall

MARCH 29, 2022

With new conversation intelligence tools that enable reps to be proactive and aim at growing accounts rather than just minimizing churn, they’re becoming a force to reckon with in revenue operations. . We also need to equip support reps with the tools and tech they need to effectively grow into these new responsibilities.

Customer Experience 98

Customer Experience Upselling Coaching First call resolution 98

CSM Magazine

DECEMBER 13, 2023

Here are some of call center security’s best practices that you can use: Invest in systems and tools to monitor and analyze customer interactions in real-time. Lack of Cross-Sell and Upsell Capabilities This gap involves using strategies that integrate sales opportunities into customer interactions.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

Totango

AUGUST 9, 2022

To use segmented data for practical applications, teams may use tools such as key performance indicators (KPIs), dashboards and reports. Actions based on data trends can be automated using a tool such as a customer success platform that triggers workflows based on KPI monitoring. Six Best Practices for B2B Customer Segmentation.

Best practices 101

Best practices B2B Journey mapping Upselling 101

CustomerSuccessBox

OCTOBER 5, 2021

The following are the key considerations that you must look at (for improving retention, increase renewals & upsells, etc. Know your North Star KPI Setting up CS team as per those KPI Choose the right CS tool Track, Measure, Improve and build collaborative teams. Account health KPIs- Product adoption, customer usage, etc.

Upselling 59

Upselling SaaS Metrics Accountability 59

SmartKarrot

OCTOBER 5, 2023

Account mining, or the practice of deepening relationships with existing customers to upsell or cross-sell, is the gold standard for sustained business growth. Let’s delve into this strategic playbook to maximize revenue through account mining. Let’s delve into this strategic playbook to maximize revenue through account mining.

Accountability 10

Accountability Upselling Journey mapping Feedback 10

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. When customers achieve their goals, businesses will see more subscription renewals and expansion revenue from upsell and cross-sell opportunities.

B2B 93

B2B CRM Enterprise Upselling 93

Influitive

MAY 12, 2016

That’s one reason why account-based marketing has become a popular strategy in recent years. Instead of “spraying and praying” broad marketing messages, ABM requires brands spend time crafting ultra-personalized campaigns targeted at specific accounts. Learn how to make your account-based marketing more effective with advocacy.

Accountability 61

Accountability Marketing B2B Customer advocacy 61

Totango

AUGUST 25, 2022

It increases customer satisfaction and loyalty, driving higher subscription renewal rates, reduced churn, and more sales from upsells and referrals. Extend upsell offers or referral incentives to customers with high satisfaction ratings. A company must develop or achieve tools that will help them measure customer behavior.

SaaS 98

SaaS Upselling Metrics Journey mapping 98

Education Services Group

OCTOBER 31, 2023

Simplify reporting so I can quickly focus on my accounts. While I welcome new accounts in my Book of Business, a constant shuffle can disrupt nurturing relationships. Tools and Automation : Efficiency Unleashed : Equip me with tools to streamline my work. I crave to immerse myself in my customers’ stories.

Best practices 52

Best practices Finance Upselling Customer retention 52

ChurnZero

DECEMBER 7, 2023

With nearly 50% of their capacity spent on smaller accounts that accounted for around 10% of revenue, Smokeball ’s onboarding team felt overworked, and struggled to drive the most value during the onboarding process. Renewal / Expansion Hero: TruVideo Driving upsells and awareness with engaging in-app content. says Kevin.

Accountability 52

Accountability Upselling Sales Marketing 52

Inbenta

JUNE 12, 2023

1 Many of these negative interactions stem from early generation Chatbots that lacked the technological breakthroughs – and, importantly, the ability to understand meaning and context – that are now available through today’s Conversational AI tools. Even more compelling is that one negative Chatbot experience can drive away 30% of customers.

Chatbots 97

Chatbots Consulting Consulting Upselling 97

Totango

MAY 17, 2021

Tracking this alerts you to churn risks as well as upsell opportunities, empowering you to take appropriate action. It can also be considered in terms of account activity. A highly engaged customer may be in the market for an upsell offer. Account growth rates. Why Manage Product Engagement? Product adoption.

Management 62

Management Upselling Metrics Accountability 62

Quality Contact Solutions

JANUARY 27, 2022

This is one of the more common techniques to increase the overall value of an account. These accounts already have the main product or service, and the cross-sell is an add-on item that will increase the total amount of the account. Increase Sales by Upselling. Let’s talk about cross-selling.

Sales 98

Sales Upselling B2C Best practices 98

SmartKarrot

AUGUST 31, 2023

While every company intends to grab more business from existing clients, the key account management playbook can help streamline these efforts. What is Key Account Management? Key account management is the practice of looking after the essential customers who contribute the highest to the company’s revenue and profits.

Accountability 10

Accountability Management Upselling Customer retention 10

ChurnZero

SEPTEMBER 14, 2021

If your customer can benefit from a product upgrade or feature upsell, then it’s your duty to make your customer aware of the opportunity. To give an example, Bryan outlined the hypothetical scenario of a CSM whose customer accounts for one division of a company that’s comprised of three divisions. Customer Success Around the Web.

Sales 94

Sales Upselling Morale SaaS 94

TeamSupport

AUGUST 25, 2022

From customer health metrics, to data on interactions with customer service or support, to even social media interactions, a holistic 360-degree customer view takes everything into account to create an accurate picture of customer health. Upsell and Expansion. What’s a holistic customer relationship?

Upselling 98

Upselling Metrics Benchmark Analytics 98

Horizon CX

FEBRUARY 29, 2024

Missed Opportunities for Upselling and Cross-Selling: Genuine care and personalized interactions create opportunities to upsell or cross-sell additional products or services. Equip employees with the tools and resources they need to understand customer needs and deliver exceptional service.

Morale 52

Morale Customer centricity Upselling Feedback 52

Babelforce

SEPTEMBER 8, 2021

This information is combined with touchpoints, customer goals, KPIs and team accountability. The map itself doesn’t matter; it’s just a tool to reveal what experiences you should provide, and when. 4 Better upselling. Badly timed upselling doesn’t lead to more sales; it leads to higher churn. #5

Journey mapping 98

Journey mapping Upselling Customer effort Personalization 98

CustomerSuccessBox

APRIL 11, 2019

Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Sales delivers customer acquisition vs. Customer Success delivers product adoption + retention + upsell. The overlaps happen only when they communicate during handoffs and upsells.

Upselling 80

Upselling CRM SaaS Customer advocacy 80

Totango

AUGUST 14, 2020

Audience: When it comes to relaying feedback to internal stakeholders, what tools do you use to collect customer feedback, share it internally, and present it in a clear way? Which then got our account teams, sales team, product teams, and support teams all excited and asking how to leverage Totango. I’m impacting how I work.

Accountability 156

Accountability Feedback Sales Upselling 156