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Everything you need to know about Customer Success Software.

CustomerSuccessBox

A customer succes software is specialized software that takes the customer data from your existing tech stack to provide you with a 360-degree view of your customers and their account health. Detect and Act on Upsell & Cross-sell Opportunities. Automate mundane tasks for Maximum Efficiency. Improve user onboarding.

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QBR in SaaS: Is the traditional QBR dead?

Totango

QBRs in SaaS usually involve business clients, particularly clients with larger accounts, requiring more attention. In general, QBR meetings help ensure that SaaS clients receive the value they’re paying for from their software provider, promoting higher subscription renewal, upsell, and referral rates. Reimagining the SaaS QBR .

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What to do with a ‘Watermelon Customer’?

CustomerSuccessBox

Now, the concern here is that as a CSM, you could easily overlook a ‘green’ customer account thinking it to be a healthy one! They’re a BIG churn risk. Out of 1000 data points, a mere 10-20 are monitored. Just imagine the enormity of untracked data. This data can uncover the underlying intent of the customer.

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21 Business Analysts & Call Center Leaders Reveal the Optimal Role of the Business Analyst in Call Center Operations

Callminer

For instance, a call center business analyst might recommend implementing an interaction analytics solution for a collections and accounts receivables management (ARM) firm to ensure that call center agents meet compliance requirements for debt collection. The optimal role of a business analyst in the call center is to…”.

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13 Customer Service Trends of 2023 that Experts Are Talking About

JustCall

Agile Methodologies in Customer Service Integrating agile methodologies into customer support teams can make them more accountable for business outcomes. Harnessing Data and Analytics for Customer Service Utilizing big data is the key to delivering exceptional customer service and fostering long-lasting relationships.

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CREATING CREDIT UNION MEMBERS FOR LIFE

Enghouse Interactive

Making significant changes to an account. The goal is to not have members repeating themselves every time they interact with your company.Not only does the 360 degree view allow for easier service but it also allows you to anticipate members needs, and then upsell. Inquiring about fraud or unfamiliar charges. #3.

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Buddying Up – Putting Virtual Employee Assistants at the Heart of Agent Development

TechSee

Companies that measure and hold reps accountable for the overall outcome of an episode, considering the emotional impact on customers, the frequency of the issue and overall company costs, find that they earn the loyalty of both their customers and agents.