Inbenta

JULY 29, 2021

Upgrades or upselling management. Chatbots can be used as a sales upselling tool to suggest additional services, upgrades and offer upsell promotions to travelers who have already booked a flight. In 2021, tables have turned and online check-ins account for 50% of all the airline check-ins and only 27% happen at the counter.

Airlines 88

Airlines Chatbots Upselling Self service 88

CustomerSuccessBox

FEBRUARY 14, 2019

The major KPIs of a Customer Success Manager are: Increase Lifetime Value (LTV) of the customers (by upsells, cross sells etc). Provide references, case studies, customer stories to Sales and Marketing. Case studies and testimonials help build trust among potential clients. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

CustomerSuccessBox

MAY 30, 2022

She instantly thinks about Mr. X, who has been the focus of numerous previous case studies and whose product usage has been positive. Now, the concern here is that as a CSM, you could easily overlook a ‘green’ customer account thinking it to be a healthy one! These rules have a threshold for upsell or risk signal generation.

Upselling 52

Upselling Calibration Engineering Big data 52

Inbenta

DECEMBER 14, 2021

They can push promotions in a specific timeframe and recommend or upsell insurance plans by making suitable suggestions at exactly the right moment. Support diversification by recommending, cross-selling, or upselling appropriate products. Ask: Provide account access and support. Case studies. Case study 1: AG2R.

Chatbots 52

Chatbots Upselling Average Handle Time Analytics 52

ChurnZero

JULY 9, 2020

Celebrate (and Capitalize) on Success With Case Studies. Case studies are a mutually beneficial way to promote your product and your customer among interested audiences – so long as your features know their place in the story. Uncover Opportunities With Upsell Campaigns.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

ClientSuccess

SEPTEMBER 3, 2020

Ideally, most objectives are quantitative and aligned to the important KPIs of the business (retention, upsell, cross-sell, NPS, # of case studies, etc.). At Omniture, one of our Strategic CSMs in EMEA was assigned to a strategic account that was a Global Fortune 100 company. Shortcomings of Base + Bonus Model.

Management 111

Management Upselling Sales Accountability 111

CustomerSuccessBox

MAY 9, 2022

The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn). Customers aren’t looking for technology or products for the sake of having them; they’re looking for answers to their problems. Customer Success KPIs.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

CustomerSuccessBox

JANUARY 8, 2020

Customer success department’s responsibilities are slowly increasing to encompass several things like increasing LTV of customer base, reducing churn, providing references, case studies, customer stories to sales and marketing, providing feedback to product team, creating upsell opportunities, facilitating renewals, etc!

Upselling 52

Upselling SaaS B2B Metrics 52

Global Response

JULY 23, 2023

Sky-High Costs The Problem: Adding on a call center creates yet another line item that must be budgeted and accounted for—and in today’s economy, that’s a difficult problem to get around. We selectively match our specialists to each brand so they embody your culture at every customer touchpoint.

Call Center 62

Call Center outsourcing Bilingual agents Service level 62

SmartKarrot

JUNE 16, 2020

A list of Top 8 SaaS Account Management Best Practices to help you grow your existing accounts and increase revenue. #1 1 Define Key or Strategic Accounts. The ideal Account Manager should be a problem solver who is sensitive to the client’s needs and spends time and energy to make them successful. 5 Build Stickiness.

Best practices 10

Best practices SaaS Accountability Management 10

CustomerSuccessBox

MARCH 10, 2022

For customer advocacy, write case studies, and ask for referrals! Figure out the upselling opportunities and act upon customer retention. And get alerts whenever there is a need to pay attention to their accounts. In order to do so, you need to roll out NPS and customer satisfaction surveys and collect the reviews.

Management 52

Management Customer retention SaaS Customer advocacy 52

Comm100

NOVEMBER 2, 2020

We have hand-picked some of the top chatbot examples to show you how you could use AI customer service bots across channels – 5 use cases across industries, plus one case study of how a chatbot resolved 91% of live chat inquiries. A customer support chatbot is a great way to amplify account-based marketing campaigns.

Chatbots 57

Chatbots Customer Service Banking Healthcare 57

Amity

MARCH 1, 2018

Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory. The feedback of a churned customer is invaluable, try triggering one last campaign for those accounts and ask for their feedback.

Customer advocacy 73

Customer advocacy Surveys Upselling Feedback 73

Amity

APRIL 3, 2017

Generally speaking, CSAT is sent out after each contact made (or case solved) with your Customer Support Team. Customer Success Managers should get into the habit of checking the CSAT of the most recent interaction(s) their accounts may have had with support. This will help them have a better picture of the overall account sentiment.

Upselling 70

Upselling Metrics Feedback Accountability 70

JivoChat

JANUARY 17, 2021

The same proportion of B2B sales teams say account-based marketing (ABM) improves customer lifetime value , while 86% say it boosts win rates and 76% believe it delivers a higher ROI than traditional go-to-market strategies. For instance, let’s say your prospect is an account executive. Speaking to a dedicated account manager.

Accountability 52

Accountability Sales Upselling Personalization 52

CustomerSuccessBox

MAY 18, 2022

A dedicated AI-powered customer success platform aiding SaaS firms to onboard, retain, upsell and drive MRR. Suggested blog : Account Expansion: If You Want To Grow Fast, Do This…. Conversion XL (previous name) has a great piece of blog content that conveys actionable techniques and case studies that are backed up by solid data.

SaaS 52

SaaS Upselling Education Customer retention 52

Amity

JULY 26, 2017

When making the case for Customer Success, make sure you understand what Customer Success can actually bring to the Sales team and how it will power not only retention and expansion but also acquisition. Without Customer Success, a lot of the Sales staff’s time is dedicated to account management. Offload Your Sales Team.

Sales 57

Sales Upselling Customer centricity Accountability 57

SmartKarrot

NOVEMBER 28, 2022

Work closely with Technical Account Managers and the development team to integrate, troubleshoot technical issues and provide 2-way feedback from and to customers. Identify upsell opportunities. Identify opportunities for upselling and cross-selling along with the Account Managers. Apply here: [link].

Upselling 19

Upselling Best practices Accountability Feedback 19

JustCall

NOVEMBER 24, 2022

This can throw up opportunities for further sales, upselling or simply for information about other sales prospects. Sales intelligence should take this into account. It should also leverage existing consumers in terms of testimonials and case studies to raise the interest levels of new prospects. Existing Consumers.

Sales 52

Sales Marketing B2B CRM 52

Totango

AUGUST 14, 2020

Ideally, this long-term partnership will see your customer reach milestones with your help, expand their use of your product, and upsell or cross-sell in other ways. You can use your customer success software to set up a success plan for your customer , share the plan with your account contacts, and document progress on each objective.

Enterprise 76

Enterprise Feedback Upselling Accountability 76

SmartKarrot

SEPTEMBER 2, 2022

Build & Sustain relationships with identified accounts by becoming a trusted advisor to decision makers and executive buyers. As a Customer Success Manager, you will oversee your book of business from onboarding to renewals and upsells. Build customer advocates through reviews, case studies and references.

Upselling 19

Upselling Customer advocacy Coaching Feedback 19

SmartKarrot

JANUARY 13, 2023

Proactively work with the sales team on upsells and expansion opportunities while mitigating potential churn risks. You’ll participate in webinars and the creation of case studies, present at company meetings, and write blogs and articles. Share knowledge and socialize customer performance and its results with the rest.

Upselling 19

Upselling Best practices Engineering Coaching 19

SmartKarrot

MARCH 9, 2023

By new goods and expansion prospects, increase income in accounts. Deflecting support cases and escalations are lagging markers of success. Control important team KPIs, including churn, upsells, adoption, and activity management. Increase customer references and consumer advocacy.

Upselling 19

Upselling Benchmark SaaS Accountability 19

SmartKarrot

MAY 13, 2022

Scale the CS team to the needs of the business including, but not limited to, building capabilities around program strategy, solution-based selling, upsell, relationship building, identifying necessary roles & responsibilities needed to improve the customer experience (analytics, etc.). Generating customer references and case studies.

Upselling 19

Upselling Customer centricity Best practices Accountability 19

SmartKarrot

NOVEMBER 24, 2022

Role: Customer Success Consultant Location: Remote, United States Organization: Phocas Software As a Customer Success Consultant, you will manage assigned accounts by developing and nurturing strong, positive, proactive relationships and understanding the customers’ business and technical needs. Apply here: [link].

Consulting 19

Consulting Consulting Upselling Education 19

SmartKarrot

APRIL 20, 2022

Identify upsell opportunities that will be directed to General Managers on the Partnerships team. Regularly run calls and presentations with your client base to share Partnerize product offerings, relevant industry trends, corporate updates, account updates. testimonials, case studies). Apply here: [link].

Upselling 19

Upselling Best practices Accountability Sales 19

SmartKarrot

JANUARY 20, 2023

Manage complex cases on compliance, payroll, invoicing, account setups, etc. Responsible and accountable for overall customer satisfaction and retention overseeing customer onboarding, account management, and expansion. Collaborate with marketing on customer stories, case studies and marketing opportunities.

Government 19

Government Upselling Accountability Customer centricity 19

SmartKarrot

NOVEMBER 17, 2022

Work closely with Growth management to align on strategies, renewal forecasting, coverage plans, and account opportunities (i.e., Closely collaborate with cross-functional teams (sales, marketing, product) to plan and deliver customer delight & account growth. Measure, track, analyze and report key account metrics.

Benchmark 19

Benchmark Accountability Upselling Engineering 19

Amity

JULY 4, 2017

Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory. You can automatically send an NPS email to your key contacts when: An account goes from a lifecycle stage to another or when they reach specific milestones.

Surveys 66

Surveys SaaS Feedback Customer advocacy 66

SmartKarrot

OCTOBER 20, 2022

Account management. You’ll hold recurring meetings, handle client requests, and monitor account health. Develop and execute on account/success plans. Drive customer advocacy resulting in case studies, references and referrals. Drive client retention, renewals, upsells and client satisfaction.

Customer advocacy 19

Customer advocacy Enterprise Best practices Upselling 19

JustCall

APRIL 5, 2023

As a part of this process, the customer success manager: Organizes welcome emails Sets up their account Resolves queries, etc. Inspiring Real-Life Case Studies To Learn From Real-life case studies of successful customer success programs are a great way to see how customer success programs can work well for a business.

Management 52

Management CRM Analytics Customer retention 52

SmartAction

JANUARY 25, 2019

Case Study 1: Leading Healthcare Company Automates 75,000 Conversations per Month with Virtual Customer Assistant Solution. Case Study 2: TechStyle Fashion Group Uses AI Agents for a Full-Suite of Self-Service Options. Instructive Examples of AI Self-Service for Contact Center Leaders.

Virtual Agent 44

Virtual Agent Self service Healthcare Contact Center 44

SmartKarrot

FEBRUARY 21, 2023

commercial expertise in upselling and/or renewals. Find reference and upsell chances, and you’ll be in charge of the account’s expansion and satisfaction. Increase the lifetime value and contentment of your partners, and collaborate with them to produce case studies and champions who may be cited.

Upselling 19

Upselling Technical Support SaaS Consulting 19

SmartKarrot

FEBRUARY 1, 2022

Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Responsible for account-level expansion initiatives. testimonials, case studies). Being the main point of contact between the company and your portfolio of named accounts.

Accountability 19

Accountability Healthcare Upselling Metrics 19

SmartKarrot

FEBRUARY 4, 2022

Develop, prepare, and nurture clients for advocacy; drive client references and case studies. Ensure that the work being put into generating renewals on sold business will drive revenue and identify new opportunities for upsells. Collaborating with Enterprise Sales Executives to form and maintain account growth plans.

Enterprise 19

Enterprise Accountability Upselling Coaching 19

Totango

JUNE 23, 2020

Strong scores could encourage you to take action in the form of upsell, cross-sell, and expansion campaigns , or by developing a customer case study or asking the customer to speak at an event. You can increase the effectiveness of your customer success actions by pairing accounts with the right team members.

Best practices 62

Best practices Brand ambassadors Surveys Enterprise 62

CustomerSuccessBox

APRIL 3, 2022

It enables Customer success managers like you to deliver a consistent customer onboarding experience, improve retention and drive upsell We’re that excited to have you on board! To collect client tales, case studies, and testimonials, customer success teams collaborate with marketing. Hope you’re good to go.

APIs 52

APIs Accountability SaaS Marketing 52