Remove Accountability Remove Benchmark Remove Journey mapping Remove Upselling
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Medallia vs. Qualtrics vs. Lumoa: A Buyer’s Guide

Lumoa

You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI. In your CX platform dashboard, you can see how your customers behave across all touchpoints and can personalize your interactions with them based on their behavior and preferences.

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B2B Customer Journey Touchpoints CS Teams Need To Plan For

Totango

Then, we’ll consider why B2B touchpoints are useful for customer success teams and why mapping them out is such a powerful strategy. Finally, we’ll offer some guidelines on how to structure your B2B customer journey map around key touchpoints and how to use technology to automate an effective touchpoint management strategy.

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7 Step Customer Success Strategy for Higher Lead Conversion and Customer Retention

Totango

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. To put your goals of promoting customer success into action, you can define benchmarks that measure success in quantifiable terms. Proactively guide customer growth.

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The Ultimate Client Onboarding Checklist for CS Teams

Totango

Assigning account managers. Activating accounts. Thus, in your customer journey map , onboarding fills in the gap between your customer’s conversion to a premium buyer and their adoption of your product into their daily workflow. Establishing benchmarks representing progression and completion of onboarding.

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Top 6 Tips for a Successful SaaS Customer Engagement Strategy

Totango

It increases customer satisfaction and loyalty, driving higher subscription renewal rates, reduced churn, and more sales from upsells and referrals. Customer engagement can occur at any point in your customer journey where clients interact with your brand – before or after purchase. A low NPS tends to indicate low engagement.

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How to Increase Revenues with a Better Renewal Process

CSM Practice

A TSIA benchmark study on renewal rates showed that there is a 13.7 In some cases account executives or account managers are tasked with retention management in addition to their primary responsibilities. Resolving those problems result in increased renewal rate, increased adoption, and easier upsells.

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A Guide to Customer Journey Optimization

Totango

Because the customer journey is not linear, your customers may be split between your sales and customer success team. For example, your customer needs to onboard two new employees while simultaneously working through an upsell with your sales team. Goals to Consider: Product usage compared to benchmarks. .