Accountability Best practices Upselling Workshop 
SmartKarrot
OCTOBER 5, 2023
Account mining, or the practice of deepening relationships with existing customers to upsell or cross-sell, is the gold standard for sustained business growth. Let’s delve into this strategic playbook to maximize revenue through account mining. Maximizing revenue is tightly bound to efficient account mining.
ChurnZero
FEBRUARY 17, 2021
Each inquiry, advisory engagement, and workshop that they conducted, was tagged to a corresponding business challenge. Best Practices for Creating Customer Success Capabilities and Organizations. Account Segmentation. ChurnZero Resource: Knowledge Hub – Customer Expansion, Upselling, and Cross-Selling for CS Teams.
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CustomerSuccessBox
FEBRUARY 2, 2022
We’ll look at some of the different challenges that can arise, as well as the best practices for dealing with them, in this guide. Extra Resource: How to do Effective account transitions in Customer Success. Yet they are frequently taken into account. Drive a gentle upselling process.
CSM Practice
SEPTEMBER 15, 2019
For a service company, the operations could be focusing more on renewals and upsells, keeping the communication lines open and responsive, enlightening the client about new solutions you can offer, or checking up on dormant accounts that are likely to churn. 3) Workshops. 3 New Customer Onboarding Best Practices: [link].
Education Services Group
JULY 5, 2022
So, why is true Customer Success so difficult to achieve in practice? As Kristi Faltorusso, CCO at ClientSuccess put it, change starts with culture , and there needs to be accountability across the business with customer-focused KPIs. After all, aren’t mistakes the best way to learn? This isn’t just a job for CS.
ShepHyken
SEPTEMBER 7, 2023
Provide them with checklists, guides, and best practices. Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Regularly update training materials based on customer feedback.
SmartKarrot
SEPTEMBER 16, 2021
Work with Full Measure’s account management team to establish clear communication as it relates to client health, renewals, and potential expansion opportunities; ensuring a cohesive and collaborative partnership between the two departments. Identifying upsell opportunities to expand licensing and product adoption.
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