Accountability Benchmark Groups Upselling 
Totango
APRIL 16, 2021
This lays the groundwork for subscription renewals and upsell opportunities. Personalization helps you put this data to use to optimize your customer interactions for individual customers and groups of customers. Or you can email a segment of your list by name to extend an upsell offer based on purchase and usage history data.
Totango
FEBRUARY 10, 2021
To put your goals of promoting customer success into action, you can define benchmarks that measure success in quantifiable terms. Onboarding: actions your customer takes after purchase to become an active user of your product or service (such as activating their SaaS account and setting up their profile).
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Totango
AUGUST 18, 2022
Assigning account managers. Activating accounts. It also promotes higher product usage, increases the likelihood of upselling purchases and encourages customers to become enthusiastic brand advocates. Establishing benchmarks representing progression and completion of onboarding. Creating usernames and passwords.
CSM Practice
OCTOBER 15, 2019
A TSIA benchmark study on renewal rates showed that there is a 13.7 Pace-setter organizations designate performance groups to evaluate renewal opportunities early in the renewal timeline. Low-performance groups often battle with proper assignment of renewal management duties. 3. Optimize Business Capabilities.
Totango
JANUARY 29, 2021
A customer success playbook is a game plan which lays out the specific procedures you will use to help an individual customer or group of customers achieve their goals. Successful customers become more likely to make cross-sell and upsell purchases. Usage for key feature has dropped X% – make contact with the account.
CSM Practice
APRIL 13, 2021
Customer success managers often encounter obstacles and pressure in retaining and keeping numerous accounts. Identifying opportunities for upselling and cross-selling is one thing a CSM must deliberately focus on to implement proactive expansion selling. Challenges. How to ensure that customers receive proper guidance?
Lumoa
NOVEMBER 29, 2021
In banking, customers are seven times more likely to increase their deposits and twice as likely to open an additional account if they rate a bank as excellent rather than average. However, this result was based on a survey with a target group of decision-makers responsible for digital experiences in large corporations.
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