CustomerSuccessBox

MARCH 31, 2022

Best Practices for Effective Customer Onboarding. What are the best practices for effective customer onboarding? Here are eight tips for you to follow to improve onboarding experiences with your brand. That email sequence can then drip instructions, follow-ups, surveys, and upsells across a pre-set period.

Best practices 52

Best practices SaaS Upselling B2B 52

Totango

DECEMBER 13, 2022

To combat this problem, take time to research and write job descriptions that align with both your team needs and industry best practices. Do your research on pay ranges and gather the hard data on your team’s performance regarding CS-identified opportunities, upsells, churn mitigation, and CSAT ratings.

Best practices 92

Best practices Upselling Enterprise Surveys 92

NICE inContact

APRIL 1, 2019

This service-oriented approach to the customer experience uniquely positions call center agents to become successful upsell representatives, ultimately contributing to helping their company achieve revenue goals and improve sales effectiveness. . Differentiate between upselling and cross selling.

Call Center 77

Call Center Upselling Contact Center Best practices 77

JustCall

MAY 4, 2023

Monitoring sales performance is essential for any business to achieve success. By tracking the key success metrics and analyzing sales data, companies can uncover areas of improvement, optimize their sales processes, and boost revenue. Let’s start with the basics!

Sales 52

Sales Metrics Analytics CRM 52

JustCall

MAY 4, 2023

Monitoring sales performance is essential for any business to achieve success. By tracking the key success metrics and analyzing sales data, companies can uncover areas of improvement, optimize their sales processes, and boost revenue. Let’s start with the basics!

Sales 52

Sales Metrics Analytics CRM 52

Outsource Consultants

MARCH 29, 2021

Here are five top tips for setting better KPIs and crushing your goals: Call Center Tip #1 — Don’t Choose Too Many KPIs. Is sales revenue your sole focus in 2021? The best way to add clarity is to be concise. Call Center Tip #2 — Set Realistic KPIs. Call Center Tip #3 — Avoid KPI Cannibalization.

Management 76

Management Calibration Call Center Average Handle Time 76

Totango

AUGUST 12, 2020

5 Tips to Maximize the Customer Onboarding Experience. To impress from the outset and show your customer your product’s potential, take note of the following onboarding best practices: Get the Whole Enterprise Involved. Set Milestones. Train Your Customers. Assess Results. Keep Customers Engaged.

SaaS 87

SaaS Upselling Enterprise Best practices 87

Totango

SEPTEMBER 20, 2022

Here we’ll walk you through the essentials you need to know to harness customer enablement to increase B2B and SaaS sales. Then we’ll look at the benefits of customer enablement and how it mutually supports sales enablement strategies. Offering customized upsells geared toward customer needs and product usage patterns.

B2B 83

B2B SaaS Education Brand ambassadors 83

ClientSuccess

DECEMBER 12, 2022

This bonus model generally focuses on both quantitative objectives (retention, upsells or cross-sell measures) as well as qualitative ones (contributing to the team mentality). The sales rep on the account earned commissions which were significantly higher than what had been rewarded for all their hard work throughout the entire year.

Management 87

Management Accountability Sales Upselling 87

ChurnZero

JULY 17, 2020

In some cases, the renewal process is owned by the Sales team (not the Customer Success team). Assuming that the Sales team owns the renewals, this blog will first address the question of which role within Sales should own the renewal process. Who in Sales owns the Renewal Process? Four Tips to a Better Renewal Process.

Sales 59

Sales Chief Customer Officer Upselling Accountability 59

CSM Practice

JULY 6, 2020

The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 The Shift to Remote Work.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 The Shift to Remote Work.

SaaS 71

SaaS Upselling Accountability Sales 71

Totango

JUNE 17, 2021

And we’ll reveal pro tips for leveraging customer segmentation using today’s technology. Sales funnel stages. However, audience segmentation is geared towards audiences segmented from a marketing and sales perspective. We’ll look at the different ways you can segment your customers and when to apply each. Onboarding progress.

B2B 71

B2B Accountability Journey mapping Sales 71

JivoChat

JANUARY 17, 2021

Without live chat support, you run the risk of losing potential sales with back-and-forth emails. Guiding shoppers towards a purchase or upselling with personalized offers. Live Chat Support Best Practices. In this section, we’ll cover live chat support best practices for both customer support agents and managers.

Best practices 52

Best practices CRM Customer Support Personalization 52

Totango

MARCH 10, 2020

To do that, we can use these 5 customer experience tips: Turn Customer Hopes into Personal Goals. These tips will help you distill the entire customer journey into easy to manage, easy to accomplish daily goals and actions. . You’re using real customer information to create practical and effective customer engagements. .

Customer Experience 93

Customer Experience Upselling Feedback SaaS 93

ClientSuccess

DECEMBER 19, 2022

This playbook should include tips on how to diagnose problems, define troubleshooting processes, and provide resources that can be used to help solve customer issues. Training & Education Playbook: CSMs need to be able to provide customers with information and resources on a variety of topics, from product features to best practices.

Upselling 72

Upselling Education Best practices Sales 72

Amity

JANUARY 30, 2018

Throughout her career in Customer Success, she’s had the opportunity to try a couple of things and has picked up some life-saving best practices along the way. Tip #1: Customer Success Managers are the window to the customer’s soul. Tip #2: First impressions matter. As a CSM, get involved in the sales cycle.

Upselling 69

Upselling Accountability Sales SaaS 69

TechSee

JUNE 16, 2022

At Miele, Eric is also accountable for the management of escalation departments, offline processes, e-care solutions, national call center consolidation, multi-product services, upselling / cross selling and re-defining the consumer experience. He also sits on the board of Directors for CSPN. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Here’s our guide to today’s best customer retention management software. Identifying customers in the market for upsell offers and referral invitations.

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Customer retention Upselling CRM SaaS 100

JustCall

AUGUST 7, 2023

One brand that is integrating accessibility best practices in its offerings is Airbnb: Image Source The brand offers accessibility-friendly features such as enhanced search filters, verified with 3D scan accessibility features within homes, and accessibility reviews. Notice how the bot also offers styling and beauty tips.

Sales 52

Sales Chatbots Self service Accountability 52

ChurnZero

FEBRUARY 9, 2021

This course address what CSM is and why it’s important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Engaging Preparation Best Practices for Customer Success Management

Journey mapping 98

Journey mapping Best practices Consulting Consulting 98

Totango

SEPTEMBER 1, 2022

Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices. Finally, we’ll offer some tips on updating your QBR SaaS strategy to leverage the latest technology and best practices. First, we’ll examine what a SaaS QBR is and why they’ve become so important.

SaaS 98

SaaS Journey mapping Upselling Best practices 98

ClientSuccess

JULY 5, 2017

For customer success leaders, these roadblocks or pitfalls can be the tipping point between customer satisfaction and customer churn. 5 Common Success Post-Sales Pitfalls. Understanding Post-Sales Lifecycle Management. 5 Pitfalls, Strategies, & Best Practices. The Sales Handoff Strategy.

Sales 40

Sales Upselling Best practices SaaS 40

ChurnZero

MAY 3, 2022

A consulting firm that specializes in helping tech and services organizations optimize their CS effectiveness, CSM Practice offers an encyclopedic CS YouTube channel covering everything from the basics of CS to deep dives into KPIs. Customer Success Career (playlist) : Tips for getting hired, then hiring your own team.

Journey mapping 98

Journey mapping Customer centricity SaaS Education 98

ChurnZero

FEBRUARY 17, 2021

Best Practices for Creating Customer Success Capabilities and Organizations. TSIA Resource: Tips for Hiring A Customer Success Manager. Efficient Sales Models. TSIA Resource: 3 Tips to Lower Sales Costs Using Your Customer Success Org. TSIA Resource: Best Practices in Low Touch Customer Success.

Best practices 78

Best practices Upselling Analytics SaaS 78

Totango

OCTOBER 22, 2019

Best practices: . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Using health scores to determine which customers may need more attention and which ones benefit from upsells. . Best practices: Create a standard contract template.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

JustCall

APRIL 3, 2023

Renewals and upsells : Another important area of responsibility for the customer success team is driving customer renewals and identifying opportunities for upsells. So, make sure to arm them with the right training, resources, and support, as well as offer relevant upsell opportunities to expand their usage of the product or service.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

Babelforce

FEBRUARY 15, 2022

Or identify below-average performers and offer tips to help them improve. Imagine you start a campaign of targeted upselling: tracking revenue per call before, during, and after the change will show the impact it has on sales. Here are some strategies you can use: Upselling and cross-selling. Measure agent performance.

Upselling 52

Upselling Contact Center Metrics Coaching 52

Totango

MARCH 26, 2021

At one time, customer lifecycle models took a seller-centric perspective which split the pre-sales phase of the customer’s journey from the post-sales phase. A satisfying post-sales experience sets the stage for subscription renewals and referrals, laying a foundation for additional sales. Conversion. Onboarding.

SaaS 66

SaaS Best practices Upselling Education 66

ChurnZero

OCTOBER 26, 2018

Strategies for an Effective Partnership between Customer Success and Sales. The handoff of a new customer between Sales and Customer Success is a critical moment in the customer lifecycle. In this session, Abby Hammer and Casey Altieri from ChurnZero shared tips to clarify and strengthen your knowledge transfers from Sales to CS.

Sales 56

Sales Upselling Accountability Best practices 56

Totango

AUGUST 23, 2022

For example, a website visit, an online sales purchase and a phone support call are all potential customer journey B2B touchpoints. In terms of the customer lifecycle, touchpoints may occur at any point during an interaction with your brand, including: Pre-sales, starting with a prospect’s first marketing touch. Making upsell offers.

B2B 116

B2B Journey mapping SaaS Engineering 116

ChurnZero

MARCH 27, 2020

9 Walkthrough Tips to Increase Product Adoption. Here’s our walkthrough tips to ensure your guidance helps, and doesn’t hurt, your product adoption. If you’ve got this down, scroll ahead to the tips.). Increase your product adoption with these walkthrough tips. Image: ChurnZero’s WalkThrough tool tip. .

Education 52

Education Upselling Personalization Finance 52

ChurnZero

FEBRUARY 9, 2021

This course address what CSM is and why it’s important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Engaging Preparation Best Practices for Customer Success Management

Journey mapping 52

Journey mapping Best practices Consulting Consulting 52

JivoChat

FEBRUARY 24, 2021

So, how do you start generating more sales, or even your first sale? We asked 22 Shopify store founders and marketing experts to share their best tips for getting more Shopify sales in 2021. It’s relatively straightforward to set up your Facebook shop and start making sales. You need customers.

Sales 59

Sales Advertising Marketing Personalization 59

aircall

JANUARY 11, 2021

Emails and phone calls will always have a proper place in sales and support operations, and cloud phone SMS is a nice complement to those communication channels. Let’s take a look at best practices for SMS, and how sales and support teams can leverage SMS as part of your growth strategy. How Sales Can Leverage SMS.

voip 62

voip Best practices Sales call center software 62

Totango

MARCH 2, 2021

In this blog, we’ll look at how the customer journey has been reconceived around the image of a flywheel that integrates both the pre-sales and post-sales steps in the process. This approach separated the pre-sales buyer’s journey from the post-sales customer journey. Conversion. Product demonstrations. Tutorial videos.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

Talkdesk

JUNE 7, 2017

In your current sales process, what happens to your phone conversations after the call ends? What if all of your sales calls were automatically recorded and filed in your CRM so you could go back and relive that conversation any time you wanted? Here’s a list of ways that call recordings can help your sales team: No More Note-Taking.

Sales 40

Sales Upselling Coaching CRM 40