CSM Magazine

DECEMBER 13, 2023

Lack of Real-Time Data Insight Addressing the need for real-time data insight is essential for timely and effective customer support. Here are some of call center security’s best practices that you can use: Invest in systems and tools to monitor and analyze customer interactions in real-time.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

Totango

MARCH 4, 2022

B2B customer service may be manual or automated. When delivered manually, it may be handled by dedicated customer service agents or by other company representatives, such as account managers and customer success managers. In many cases, a dedicated customer success manager is assigned to an individual customer account.

B2B 92

B2B Customer Service Interactive Voice Response B2C 92

Influitive

MAY 12, 2016

Today’s empowered customers expect the interactions they have with your sales and marketing teams to be highly personalized and relevant—which can make striking up valuable conversations with prospects challenging. That’s one reason why account-based marketing has become a popular strategy in recent years.

Accountability 61

Accountability Marketing B2B Customer advocacy 61

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. What Is a Customer Success Manager (CSM)?

Management 91

Management Upselling Coaching Best practices 91

Totango

SEPTEMBER 13, 2022

We’ll show you how to create a customer success playbook customized for your business. What Is a Customer Success Playbook? Track metrics measuring customer success. Automate best practices that promote better customer experiences. Optimize customer onboarding. Onboarding.

SaaS 87

SaaS Upselling Best practices Customer retention 87

CustomerSuccessBox

NOVEMBER 17, 2021

When you take into account all these changes with your existing customers and your recurring revenue, what you get is the net revenue retention. It is as follows: Your monthly recurring revenue of the month (a) Revenue through upsells and cross-sells (b) Revenue lost due to downgrades (c) Churned Revenue (d).

Upselling 52

Upselling SaaS Metrics Accountability 52

JustCall

APRIL 3, 2023

Their main job is to drive regular communication and extend support to ensure customers are happy and satisfied with the product or service. Account management: The customer success team also manages customer accounts and ensures that they are getting the most value from your product or service.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

ChurnZero

JULY 2, 2020

SaaS organizations aspire to be it, but many don’t know how to transform this highly touted phrase into a practical application. The challenges to becoming a customer-centric company are not easy to overcome alone. It takes a village to raise a customer-centric company. Bring them closer to client experiences.

Chief Customer Officer 98

Chief Customer Officer Customer centricity Best practices Metrics 98

Totango

JUNE 11, 2019

However, this process takes dedicated nurturance of the customer relationship. And you will end up facing customer success challenges along the road of customer-centricity. While problems are inevitable and new ones will always arise, customer-centricity gives you the tools you need to effectively handle any issues.

Customer centricity 91

Customer centricity Best practices Upselling Feedback 91

Totango

AUGUST 18, 2022

By extension, the term is used in SaaS to describe the steps in orienting a new customer on how to start using your software product. Client onboarding procedures typically cover steps such as: Welcoming new customers. Assigning account managers. Activating accounts. Guiding customers through how to use basic features.

Journey mapping 93

Journey mapping SaaS Upselling Enterprise 93

CSM Practice

JULY 6, 2020

SaaS companies are now turning to their customer success teams as client health , retention, and expansion of accounts become new priorities. This change in internal direction is beneficial to customers, as the success of the customer must be value-driven to ensure these outcomes. 3. Changing Customer Priorities.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

SaaS companies are now turning to their customer success teams as client health , retention, and expansion of accounts become new priorities. This change in internal direction is beneficial to customers, as the success of the customer must be value-driven to ensure these outcomes. 3. Changing Customer Priorities.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JANUARY 13, 2021

Some of the renewal management challenges for many businesses include : Lack of a customer-centric approach. Too many customers for current headcount. In this blog, we’ll delve into the cause of these problems and highlight the mindset, strategies, and best practices to scale the renewal process effectively.

SaaS 98

SaaS Customer centricity Accountability Education 98

CSM Practice

FEBRUARY 12, 2020

As SaaS businesses gain traction and customers begin to adopt their solution at scale, the next step is to drive customer expansion. Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. About CSM Practice.

Upselling 52

Upselling Customer centricity Sales Accountability 52

ChurnZero

JANUARY 18, 2024

Act as the voice of the customer within the organization, advocating for their needs and preferences during decision-making processes. Champion a customer-centric culture throughout the company.” Collaborate with marketing, sales, product development, and other departments to align customer needs with business objectives.

Chief Customer Officer 52

Chief Customer Officer SaaS Sales Upselling 52

CustomerSuccessBox

MARCH 17, 2022

You should connect your company’s targeted outcomes to your client’s desired outcomes in order to do so in a customer-centric manner. Use the Customer Success Playbook to synchronize those two sets of objectives. A Customer Success playbook is a list of proactive, and best practice actions that CSMs must perform!

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

Lumoa

AUGUST 8, 2023

According to Gartner research, leveraging the data obtained from direct customer feedback can increase the chances of upselling and cross-selling by 15-20%. This shows the tangible, bottom-line benefits of listening to your customers. Let’s dive into some best practices for interpreting and utilizing survey insights.

Surveys 83

Surveys Feedback Banking Best practices 83

Totango

OCTOBER 25, 2022

Customer success teams consist of three main functional tiers: Executives who set CS department goals and policies and coordinate with other parts of your company. Team Leaders who report to executives and supervise customer-facing team members. What Roles Are on a Customer Success Team? Build Customer Loyalty.

Best practices 94

Best practices Chief Customer Officer Customer centricity Sales 94

Totango

MAY 21, 2019

In the customer-centric economy, retaining current customers is a top priority. Not only are new customers expensive to win over, but loyal customers are more valuable in the long run. They trust your brand and are more likely to spread word-of-mouth advertising or accept an upsell.

Customer centricity 86

Customer centricity Education Upselling Advertising 86

Education Services Group

JULY 5, 2022

It was clear that the gap still exists between the many CS practitioners struggling to get their CS organizations up off the ground and those that were already part of a mature, robust CS practice, looking for innovative ways to continue to improve in the coming years. Customer centricity needs to be a cross-departmental philosophy.

SaaS 52

SaaS Customer centricity Best practices Upselling 52

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. About CSM Practice. 8. Net Revenue Retention Rate.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

aircall

FEBRUARY 5, 2021

As you recruit call center agents and evaluate their qualifications, you’ll want to ensure that they’re a good fit for the role of a sales representative or customer service representative. Best practices for hiring call center agents will assist your efforts in identifying and hiring the best talent for your call center. .

Call Center 62

Call Center Average Handle Time call center software CRM 62

Totango

JUNE 25, 2019

The reality of the unique relationship you share with your customers is captured in the raw numbers your CS software gathers, detailing usage rates, demographics, logged interactions, voice of customer data, and other key metrics. It all starts with knowing how to gather customer insights and properly leverage that data. .

Upselling 49

Upselling Enterprise Metrics Customer centricity 49

ShepHyken

SEPTEMBER 7, 2023

How to train new CX processes Refining your current CX processes and training your team is crucial for developing a more customer-centric team culture and building a well-oiled machine. Customer onboarding Conduct role-playing sessions where teams act as both the customer and the onboarding specialist.

Customer centricity 334

Customer centricity B2C Feedback Upselling 334

CSM Practice

SEPTEMBER 15, 2019

However, customer success extends to driving long-term customer lifetime value through various processes and operations. In customer success , we could classify the goal of maximizing value into monetized and non-monetized value. Ensuring customer success will require turning the entire business around to be customer-centric.

Accountability 45

Accountability Consulting Consulting Upselling 45

ChurnZero

NOVEMBER 27, 2019

Top Five Customer SuccessCon Berkeley 2019 Takeaways. Last week ChurnZero sponsored Customer SuccessCon 2019 in Berkley, CA. The Customer SuccessCon event series provides an intimate setting to learn, share best practices and speak freely and openly about the current state of Customer Success. .

Chief Customer Officer 75

Chief Customer Officer SaaS Metrics Education 75

Totango

JANUARY 10, 2019

What the Perfect Customer Engagement Platform Looks Like. Since your enterprise runs in a digital world that centers around customers, you need a platform that can help you adopt and operationalize customer centricity across every level of your organization. Feature #2: Easier Account Management.

Enterprise 63

Enterprise SaaS CRM Upselling 63

ChurnZero

APRIL 5, 2019

If a customer isn’t engaging in upselling, they are often heading towards churn. Often times , they are teetering on the edge of renewal or cancellation and may end up as a churn ed account. However, retention is essential when it comes to older accounts. How Customer Success Can Catalyze Customer-Centric Change.

Customer centricity 40

Customer centricity Upselling Accountability Customer retention 40

Totango

OCTOBER 29, 2019

Be sure you look for the skills and qualities that will allow a customer success manager (CSM) to truly connect with customers. Support your team by focusing on building a customer-centric culture , and you’ll soon see improvements in your customer’s success, growth, and retention rates. . Customer advocacy.

Upselling 61

Upselling Feedback Customer advocacy Accountability 61

SmartKarrot

MAY 13, 2022

Serve as a customer advocate internally while effectively collaborating across the organization with sales, production, content, marketing, and audience teams. Solve customer issues, handle customer escalations, find solutions, remove roadblocks. Managing a book of business, overseeing renewals and closing upsells.

Upselling 19

Upselling Customer centricity Best practices Accountability 19

SmartKarrot

FEBRUARY 10, 2022

Apply here: [link] Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption. Acting as the customer’s “trusted advisor.”

Education 19

Education Best practices Upselling B2B 19

CSM Practice

JUNE 6, 2020

The revenue renewal rate can be higher than 100% if some customers choose to expand their accounts during renewal. The revenue renewal rate is best suited for SaaS businesses that deliver multiple solutions for diverse customers with different contract values. Therefore, the recipe for more renewals is customer success.

Metrics 89

Metrics SaaS Accountability Upselling 89

SmartKarrot

MARCH 11, 2024

The Foundation: Introduction and Account Planning Call The customer journey begins with the crucial first impression – the Introduction and Account Planning Call. In our company, we conduct a growth plan call where the customer onboarding specialist and I join forces.

Upselling 8

Upselling Best practices Accountability Customer centricity 8

SmartKarrot

FEBRUARY 1, 2022

Role: VP of Customer Success Location: Remote, New York, United States Organization: Teampay As a VP of Customer Success, you will coach the team on strategies for building trusted advisor relationships. Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities.

Accountability 19

Accountability Healthcare Upselling Metrics 19

Totango

APRIL 24, 2020

It is an outcome based on an emotional reaction and connection to the performance of a supplier and the value a customer experiences through using that enterprise’s product. Why Customer Retention Matters. The digitization of business has made customer retention the lifeblood of the Software-as-a-Service industry.

Best practices 83

Best practices Customer retention SaaS Enterprise 83

SmartKarrot

AUGUST 16, 2021

Role: Global Head of Customer Success Location: London, England, United Kingdom Organization: YOOBIC As a Global Head of Customer Success, you will be a Leader, first and foremost, and part of the customer success leadership team with the courage and confidence to challenge the status quo; anticipating problems and mitigating risks.

Accountability 19

Accountability Upselling B2B Customer centricity 19

SmartKarrot

AUGUST 27, 2021

Role: Vice President of Customer Success Location: Remote, Salinas, CA, US Organization: HeavyConnect As a Vice President of Customer Success, you will act as a role model of HeavyConnect’s values for the Customer Success teams and build on the SaaS customer-centric environment. Apply here: [link].

Enterprise 19

Enterprise Accountability Upselling Customer centricity 19