TechSee

DECEMBER 2, 2020

This technology can be applied at every channel and touchpoint of the customer journey, from pre-purchase through contracting and billing, onboarding , and even upsells. Visual assistance technology is a powerful tool for technical support, but it can also help address other customer inquiries, deliberations, and bureaucratic issues.

Average Handle Time 109

Average Handle Time First call resolution Technical Support Technology 109

Pointillist

MARCH 20, 2020

The team estimates that rolling out the new automated system to all customers could save $14.1M Leverage Journey Analytics to Understand What’s Driving Customer Effort Scores A health insurance company seeks to understand why their customer effort scores (CES) are so high for newly enrolled members trying to set up automated premium payments.

Analytics 70

Analytics Upselling Interactive Voice Response Banking 70

Help Scout

MAY 27, 2021

There are a few key components that dictate that success: Upselling: Account managers need to be skilled at upselling. They need to know what a customer might be debating and describe the added value they will get by purchasing an additional tier or product feature. Key components of account management. Knowledge type.

Accountability 65

Accountability Management Upselling Education 65

Totango

MARCH 6, 2020

This allows your customer success team to benefit from the data gathered by the sales team; the support team to access a comprehensive history populated by the CS team; and you and your team to personalize upsell and renewal campaigns based on a record of customer behavior. Customer suggestions are just that – suggestions.

Best practices 93

Best practices Upselling Feedback Enterprise 93

Tethr

JULY 29, 2020

Whether they’re speaking to someone in your call center or interacting digitally, there is so much you can learn about the customer experience as a whole if you listen to all the ways a customer communicates with your business. Inside every channel, instances of customer effort, frustration, confusion and feedback are prevalent.

Brand ambassadors 66

Brand ambassadors Upselling Advertising Sales 66

Global Response

JULY 3, 2023

Brands like Chewy have nailed this aspect of customer service, regularly sending flowers, handwritten notes, drawings of people’s pets and pet toys to their customers after a customer service interaction. Maybe you’ll even let them try your product to see if they’re like it, or buy them one of their own.

Call Center 62

Call Center outsourcing Customer centricity Upselling 62

Fonolo

MARCH 28, 2023

Monitoring customer satisfaction levels: A customer experience manager will evaluate feedback and monitor trends. They’ll also track contact center metrics like net promoter score, customer satisfaction score , and customer effort score to understand customers’ needs and identify ways to improve CX.

Customer Experience 81

Customer Experience Management Contact Center Call Center 81

ClientSuccess

FEBRUARY 8, 2023

Logo retention rat e: the opposite metric from logo churn rate, this number measures the percentage of customers that renew or retain their business with your organization in a given timeframe. Product adoption : this metric tracks how many users at a specific customer are using the product or service.

Metrics 75

Metrics Upselling B2B SaaS 75

ClientSuccess

DECEMBER 21, 2021

Logo retention rate: the opposite metric from logo churn rate, this number measures the percentage of customers that renew or retain their business with your organization in a given timeframe. Product adoption: this metric tracks how many users at a specific customer are using the product or service.

Metrics 100

Metrics Upselling B2B SaaS 100

TechSee

MARCH 24, 2021

This maturity improves their level of service, enhances the customer and employee experience, optimizes costs, and generates revenues from upsells. If more assistance is needed, the customer is transferred to a live agent who already has all the information needed to continue helping the customer.

Self service 109

Self service Upselling Chatbots Contact Center 109

Totango

MAY 5, 2021

Anticipating which customers are viable candidates for upsell/cross-sell opportunities. Tracking the progress of customer satisfaction to judge the success of proactive measures. Customer Effort Score (CES). Asking promoters to participate in a case study, serve as a reference, or speak at an event.

Customer Experience 118

Customer Experience Education Customer centricity Metrics 118

Nicereply

FEBRUARY 2, 2024

Track and Share Data With Other Teams Customer success is a data-driven business function. For instance, the customer effort score (CES) will help you learn if your product is easy to use or not. You can obtain the CES score by asking customers how easy your business made it to solve their issues through a survey.

Education 59

Education Accountability Customer retention Journey mapping 59

Upstream Works

SEPTEMBER 24, 2019

They could greet them not just by name but with a complete understanding of their journey, their preferences, and their purchase history – and choose to send them to an agent that can provide exactly what that particular customer needs, potentially before they even know that they need it.

Upselling 60

Upselling Contact Center Customer effort Surveys 60

Tethr

JULY 16, 2020

Tethr’s latest scoring algorithm, the Agent Impact Score (AIS) isolates the agent’s impact on perceived customer effort, with potentially damaging effects on customer loyalty. Customers care a lot about how issues are resolved. And now we have a way of isolating this relative contribution toward perceived customer effort.

Coaching 71

Coaching Customer effort Customer Care Upselling 71

Tethr

JULY 21, 2020

Based on the Tethr Effort Index, AIS is a machine learning-based score that isolates the specific variables attributable to an agent within an interaction with a customer. With AIS, every customer interaction – 100 percent of them – receives a separate, objective score with no bias. Driving agent behaviors using AIS.

Coaching 71

Coaching Construction Upselling Scripts 71

CSM Magazine

MARCH 16, 2023

This means applying Machine Learning (ML) to call transcripts to automatically find the ‘needles’ or key topics and library of associated phrases that really matter such as those relating to churn risk, compliance or upsell. Create Conversational Clarity The average organisation analyses just 2% of customer interactions.

Analytics 52

Analytics Coaching Finance Upselling 52

Customer Service Life

APRIL 27, 2018

Chattermill is a system that allows you to pull customer feedback from NPS (Net Promoter Score), CSAT (Customer Satisfaction), and CES (Customer Effort Score) surveys into one place. Here are four tools we’ve been impressed with that span a few different genres that you might find interesting. Chattermill.

Contact Center 68

Contact Center Upselling CRM Feedback 68

ClearAction

DECEMBER 14, 2017

Customer Profitability (efforts to increase revenue and profit from customers). Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining.

CRM 66

CRM Customer Care Customer Experience Customer advocacy 66

Totango

OCTOBER 20, 2020

Anticipating which customers are viable candidates for upsell/cross-sell opportunities. Tracking the progress of customer satisfaction to judge the success of proactive measures. Customer Effort Score (CES). Asking promoters to participate in a case study, serve as a reference, or speak at an event.

Customer Experience 86

Customer Experience Education Customer centricity Metrics 86

Nicereply

APRIL 22, 2021

The extra information about customers’ sentiment towards the deal can help you serve them better after purchase, when it comes to renewing their contract, or approaching them about additional upsells. You can also use Nicereply to measure Net Promoter Score and Customer Effort Score in the same way.

Sales 52

Sales Surveys Upselling Feedback 52

aircall

DECEMBER 9, 2016

This presents you with opportunities for upselling and capitalizing on their loyalty towards a mutually beneficial relationship. But by upselling your existing customers and enticing them to make further purchases as they grow, it can ultimately yield a much higher ROI for your own business. The lower your score, the better.

Customer centricity 81

Customer centricity Customer retention Upselling Customer effort 81

JustCall

MARCH 9, 2023

creating product documentation and associated resources, and so on Over to You There you go—while the difference between customer support and customer service may not seem much at first glance, the two are varying fields with contrasting end goals.

Customer Support 40

Customer Support Customer Service Average Handle Time Metrics 40

ClearAction

DECEMBER 14, 2017

Customer Profitability (efforts to increase revenue and profit from customers). Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining.

CRM 59

CRM Customer Care Customer Experience Customer advocacy 59

ChurnZero

JANUARY 6, 2022

Customer Satisfaction Score (CSAT) / Customer Effort Score (CES). Customer Churn Rate. Customer Feedback. Customer Lifetime Value (CLV). Revenue Forecasting (Renewals, Expansion, Upsells, etc.). Renewal Rate. Product Usage. Health Scores. Gross Revenue Retention (GRR).

Metrics 98

Metrics Journey mapping SaaS Sales 98

ProProfs Blog

SEPTEMBER 28, 2018

Chatbots do not create lasting impressions with your customers. Is C-3PO going to be able to upsell a customer on another product/service your company makes because of his positive interactions with them? Customers are growing savvier and can detect a chatbot almost in seconds. Must Read : Why you should use live chat ?

B2B 159

B2B Chatbots Upselling Interactive Voice Response 159

TechSee

MAY 29, 2018

Maximizing relationships with existing customers by improving communication and service processes is a clear priority in our customer-centric era. Implementing visual support in a call center directly affects the key elements that impact a business’ NPS: Reduced customer effort. Higher agent engagement.

Contact Center 95

Contact Center Call Center Best practices Customer centricity 95

CSM Practice

FEBRUARY 24, 2020

An increase in this metric over time is a sign that your customer success team is becoming more efficient at its core goals. Average Time to First Value = Total Number of Days from Start of Onboarding to First Value for All Customers / Number of All Customers. 3. Customer Effort Score (CES).

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

Amity

APRIL 3, 2017

Measure time to onboard, create milestones for your customer and measure the success in hitting those milestones. Upsells / Cross Sells /Renewals: I am constantly hearing and involved in conversations around who owns what in this category (Sales vs CSMs). However, regardless of who owns the upsell or renewal, track it.

Upselling 70

Upselling Metrics Feedback Accountability 70

Help Scout

JULY 24, 2018

Consider a customer who walks into a retail store looking for a size medium blue T-shirt. A customer service rep could help locate the T-shirt, ring the customer up, and pack up the shirt for them. They might try to upsell by suggesting a sweater that looks nice with the shirt. It’s transactional.

Customer Support 40

Customer Support Customer Service Average Handle Time Upselling 40

Kayako

JUNE 15, 2017

Reducing customer effort is a high priority for support teams. As customers we all know the frustration of getting lost in endless email chains, chats, or phone support to resolve a simple issue, or so we thought. If you want to irritate your customers give them a high effort experience.

Metrics 80

Metrics Upselling Sales Personalization 80

Amity

JULY 4, 2017

Net Promoter Score data should also appear in your Sales team’s system of record for upsell and referral opportunities. Everyone should have a stake in improving customer loyalty. > If you’re curious about how NPS can super-charge your Customer Success efforts, be sure to RSVP for our upcoming webinar, on July 12!

Surveys 66

Surveys SaaS Feedback Customer advocacy 66

GetFeedback

AUGUST 16, 2018

As customers reply, you can keep track of your average score and segment responses by specific criteria (like customer type, region, agent, etc.) Customer Effort Score (CES). Offering quick and effective support is the surest way to make your customers happy. to dig deeper into support quality.

Metrics 79

Metrics Customer Service Surveys Self service 79

CSM Practice

SEPTEMBER 15, 2019

However, customer success extends to driving long-term customer lifetime value through various processes and operations. The non-monetized value is maximized for improved all-around customer experience with your company. This metric should be used to evaluate all your departments and not just the customer success team.

Accountability 45

Accountability Consulting Consulting Upselling 45

Talkdesk

AUGUST 7, 2017

These companies are able to identify customers at risk of churn and proactively engage in retention efforts. These companies are able to identify customers who value the product or service and turn them into upsell opportunities.

Metrics 40

Metrics Customer Service Upselling Advertising 40

Talkdesk

AUGUST 7, 2017

These companies are able to identify customers at risk of churn and proactively engage in retention efforts. These companies are able to identify customers who value the product or service and turn them into upsell opportunities.

Metrics 40

Metrics Customer Service Upselling Advertising 40

Squelch

JULY 23, 2019

In a subscription business, companies must also provide a good customer experience and proactively retain customers at least long enough to recover the cost of acquiring them. To do that, you have to add continuous value to your customers; otherwise they won’t continue to pay for their subscription.

Customer centricity 53

Customer centricity SaaS Chief Customer Officer Sales 53

GetFeedback

MAY 9, 2019

There is an array of metrics to choose from, but three that you will see come up time and time again are Net Promoter Score (NPS) , Customer Effort Score (CES) , and Customer Satisfaction Score (CSAT). You can reduce costs by acquiring new customers through referrals and serving existing ones. .

Customer Experience 134

Customer Experience Metrics Journey mapping Feedback 134