CustomerSuccessBox

JUNE 2, 2021

Upsell alerts and Risk alerts. Upsell Alerts. So when you see a customer giving you triggers on upselling which is usually characterized when they’re reaching the limit of a particular feature, there could be a possible opportunity to upsell whether it’s new users, a new limit on APIs.

Management 52

Management Upselling APIs B2B 52

Solvvy

JUNE 17, 2021

Automation and personalization also serve an important role in retention, sales enablement, and upsell opportunities. Armed with this information, Solvvy’s Workflow API pulls customer information from your backend to then personalize support answers or steps.

Personalization 71

Personalization Customer Experience Chatbots Upselling 71

Babelforce

FEBRUARY 25, 2022

In a modern call center this means one thing – API integration. APIs are kind of like universal translators that help different pieces of software work together. engaging their VIP customers; upselling; retention; debt collection; proactive service; and virtual queuing. Sounds pretty complicated! It doesn’t need to be.

call center software 52

call center software Call Center CRM APIs 52

SmartKarrot

JUNE 14, 2023

Role: Customer Success Manager Location: San Francisco, CA, United States (Remote) Organization: Beyond As a Customer Success Manager, you’ll be securing possibilities for new product upsells, existing product upgrades, and yearly subscription renewals. Uphold constructive interactions with a variety of clientele.

APIs 19

APIs Construction Upselling Accountability 19

CustomerSuccessBox

APRIL 3, 2022

Find your access credentials and API key information below. An API key is available under xxxxxxxxxxxxxxxxx Technical Resources Also find the resources for your tech team, if they wish to review. The first one on the list is to kick off the onboarding journey. For the same, you can use the following template. Hi First Name Yuppi!!

APIs 52

APIs Accountability SaaS Marketing 52

OrecX

MAY 30, 2017

Improvements like these can easily translate into significant cost reductions, increased upsell and cross-sell conversion and higher revenue. Integrate and centralize your customer-related data sources (call recording, speech analytics, ACD, IVR, PBX, etc.) – systems with open APIs make this easier.

Contact Center 60

Contact Center Interactive Voice Response APIs Analytics 60

OrecX

APRIL 3, 2018

Call recording data, when combined with 3rd party system data, dramatically enhances your understanding of a customer's needs, motivations, challenges and more - and therefore, also your ability to cross-sell and upsell them.

Contact center software 66

Contact center software APIs Analytics Upselling 66

ChurnZero

DECEMBER 29, 2020

The SaaS Debate: Who Owns the Renewal and Upsell? Whether Customer Success or sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. Customer Success vs. Sales.

SaaS 98

SaaS Chief Customer Officer Upselling Metrics 98

ChurnZero

MARCH 18, 2022

If you tell me that we have this awesome land-and-expand model, we go in with a really low price, and then we have a dedicated expansion team that does these upsells, and I say, “Wow, what an amazing story. As long as you have a story, we can upsell them later if you’ve got additions built in or consumption or a second product coming.

SaaS 98

SaaS Metrics Enterprise Surveys 98

Pointillist

SEPTEMBER 10, 2020

They orchestrate actions that help the customer achieve their overall goal (activating their new device) instead of annoying them by myopically pursuing the marketer’s goal on a particular web page (completing another upsell). As with campaign automation, RTIM often falls short for the customer. Their goal is to expand their service.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

Babelforce

JUNE 11, 2020

Customers are primed for upselling like never before. With API integration between survey systems and outbound communications – SMS , email, dialers – you can easily set triggers to send messages or make calls. The same research found that over half of customers expect a personalized discount within 24 hours of making a purchase.

Contact Center 52

Contact Center Interactive Voice Response Telecommunications Feedback 52

CustomerSuccessBox

NOVEMBER 2, 2021

A Customer Success Manager (CSM) job is to build relations with the customer strong enough that opportunities of upsell and retention organically present themselves. Meanwhile, Customer Success metrics are customer lifetime value, churn rate, retention/upsells. Roadblocks to avoid in Sales to CS handoff.

Sales 52

Sales Engineering Upselling Customer retention 52

Amity

FEBRUARY 11, 2018

Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling. ‘Hacking’ & Gaming the System.

APIs 76

APIs Upselling SaaS Self service 76

CSM Magazine

APRIL 1, 2022

Demand planning can help businesses to identify opportunities for cross-selling and upselling, so that customers always have access to the products they need. Furthermore, it offers a variety of APIs that allow developers to build custom applications on top of the platform.

Customer Experience 52

Customer Experience Analytics Finance APIs 52

Kunnect

MAY 5, 2015

In the modern age of the customer, call center agents need the ability to quickly access information about a customer’s preferences, purchasing history and more to effectively solve problems, upsell and meet customer expectations. Like Salesforce.com, the integration is made possible through Zoho’s application programming interface (API).

CRM 48

CRM call center software APIs Call Center 48

aircall

MARCH 5, 2021

As SaaS companies grow , they begin seeking out willing partners to build even more integrations using the public API. Whether it’s cross-selling, upselling, asking for referrals, gauging satisfaction, or just keeping your brand front-of-mind.

voip 62

voip SaaS Airlines Transportation 62

ChurnZero

OCTOBER 30, 2020

While acknowledging that Sales is extremely challenging, Mehta recalls prior experiences – such as upselling a sizeable expansion or winning a new contract because of an advocate – where, although Sales led and closed the deal, the CSM’s ongoing involvement in the account made the sell significantly easier.

SaaS 93

SaaS Chief Customer Officer Sales Metrics 93

Amity

JANUARY 9, 2017

Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling. ‘Hacking’ & Gaming the System.

APIs 54

APIs Upselling SaaS Self service 54

aircall

MAY 28, 2021

Text messaging gives sales and support teams opportunities to upsell, cross-sell, and forward customer responses to other departments for continued follow-up. Choose tools that use an open API technology. These are the things they have in common: Sales and support teams may use text messaging for inbound or outbound communications.

Best practices 62

Best practices Sales Wireless Marketing 62

SmartKarrot

MAY 31, 2021

Evaluate and implement methods to generate revenue from Customer Success through upsells and renewals. Support API customization projects, as well as embedded integrations projects. Implement tools and platforms to ensure Customer Success can effectively support a 10x growth in merchants.

Upselling 10

Upselling APIs Accountability Engineering 10

Jon Arnold

JANUARY 21, 2019

By nature, cloud is a business of scale, and the upsell opportunities are far greater as the size of end customer gets larger. They have embraced the API model for driving innovation, bringing programmability to their offering, and now offer over 50 customizable features and integrations.

voip 67

voip Marketing APIs Upselling 67

SmartKarrot

FEBRUARY 22, 2021

Build Customer Success Plans and establish critical goals to aid the customer in achieving their objectives and drive new usage of Splunk and upsell opportunities. Coach users to be experts on the terminal, Excel add-in, API and data integration. Help the commercial teams uncover upsell/cross-sell opportunities based on clients’ needs.

Upselling 10

Upselling Technical Support APIs Accountability 10

CustomerSuccessBox

FEBRUARY 28, 2022

Because a net retention rate above 100% means you are excelling in receiving repeat purchases, upsells, cross-sells, and expansions. Meaning they have a good customer retention rate who are paying for subscriptions, have upsells and expansions as well. Which is the key customer retention metrics to track?- The burn rate is less.

SaaS 52

SaaS Best practices Enterprise Customer retention 52

SmartAction

JUNE 9, 2023

Integration with Third-Party Services : To provide enhanced functionality, conversational AI systems often integrate with external services and APIs. This transparency builds trust and confidence among users, enhancing their willingness to engage with conversational AI systems.

Virtual Agent 74

Virtual Agent Chatbots Self service Feedback 74

Amity

SEPTEMBER 25, 2017

In parallel, we created an API Support team, and we launched Customer Success about 1 year and a half ago. We regularly look at CSAT, NPS, retention, upsells, health score, and churn. When I joined, we had our typical support group, they were very reactive in nature, dealing with a lot of our B2C customers.

B2C 0

B2C SaaS Accountability B2B 0

JustCall

APRIL 5, 2023

Key features Provides customer information like health scores and profiles Allows for customer monitoring and surveys Reporting and dashboards API and integrations Tools to import and export data Workflow Data security Customizable and scalable Notifications Features to manage users and access G2 rating: 4.4 out of 5 stars.

Management 52

Management CRM Analytics Customer retention 52

CustomerSuccessBox

JULY 8, 2020

Extending certain limits like APIs. If the additional product/feature is actually beneficial for the customers, it may act as an upsell or a cross sell once the situation becomes normal. According to Puneet following are the common ways to retain customers: Discounting. Free upgrades. Additional seats as per requirements . Consulting.

Customer retention 52

Customer retention SaaS Consulting Consulting 52

Amity

JULY 28, 2014

Chances are that metrics around churn reduction, upsells and cross-sells are already being discussed somewhere in the company. You can define initial metrics and KPIs that are important to the organization in your plan and then use this as a requirement to find the right platform to meet your needs. You don’t have a process.

Journey mapping 48

Journey mapping Chief Customer Officer SaaS Metrics 48

SmartKarrot

JUNE 2, 2022

Improvements in customer experience lead to increase upsell and cross-sell chances by 20-40% Reduced churn Improved customer satisfaction. The platform has APIs integrated into eCommerce platforms. Benefits of Good Customer Experiences in B2B Companies. A good B2B customer experience program increases business growth and reduces churn.

B2B 10

B2B Customer Experience B2C Banking 10

Amity

SEPTEMBER 25, 2017

In parallel, we created an API Support team, and we launched Customer Success about 1 year and a half ago. We regularly look at CSAT, NPS, retention, upsells, health score, and churn. When I joined, we had our typical support group, they were very reactive in nature, dealing with a lot of our B2C customers.

B2C 60

B2C SaaS Accountability B2B 60

Comm100

OCTOBER 19, 2022

They can also be used to start conversations with visitors, qualify leads, upsell, or even get a prospective client to subscribe to your email newsletter. 10 Chatbot API. The last of the chatbot features we’ll cover is chatbot API. 7 Chatbot Marketing. Chatbots don’t just answer customer queries.

Chatbots 91

Chatbots APIs Analytics Upselling 91

SmartKarrot

DECEMBER 28, 2020

Coach users to be experts on the terminal, Excel add-in, API, and data integration. Help the commercial teams uncover upsell/cross-sell opportunities based on clients’ needs. Proactively align client’s goals with Kpler’s.

Engineering 10

Engineering APIs Upselling Coaching 10

Enghouse Interactive

JULY 10, 2018

The goal is to not have members repeating themselves every time they interact with your company.Not only does the 360 degree view allow for easier service but it also allows you to anticipate members needs, and then upsell. For Partner Colorado, Enghouse’s use of open APIs allows integration with the in-house CRM.

Self service 40

Self service CRM Contact Center Analytics 40

NobelBiz

MAY 25, 2023

Increased Revenue Opportunities CDPs can increase revenue opportunities for call centers by providing more accurate and detailed customer profiles, which can help businesses identify new sales and upsell opportunities. Watch the free on-demand recording here.

call center software 98

call center software Call Center APIs Contact Center 98

JustCall

JANUARY 23, 2024

The WhatsApp Shared Inbox is not a single entity but an expansion of WhatsApp Business API’s capabilities. Many software providers have used the API to make their own version of the Shared Inbox. Similarly, you can also add labels like “potential upsell.” Does Your Business Need a WhatsApp Shared Inbox?

APIs 52

APIs Upselling Accountability Analytics 52

SmartKarrot

MAY 24, 2022

Help develop the customer engagement playbook across the customer lifecycle, from kick-off to EBRs, enablement, and renewal/upsell/cross-sell. Identify opportunities and lead upsell/cross-sell deals from start to finish. Support People.ai marketing by delivering customer stories and references for each customer he/she owns.

Upselling 3

Upselling Education APIs Advertising 3

JivoChat

JULY 4, 2021

There are Shopify plugins to increase upsells , provide better customer service, sell more products, and even make it easier for people to return items. Pre-built integrations like Help Desks, 3PLs, ERPs as well as Returnly API means the plugin will fit into most tech stacks. Best Shopify Plugin for Thank You Page Upselling: ReConvert.

Sales 52

Sales Upselling APIs Analytics 52