aircall

FEBRUARY 1, 2021

Have you ever looked at a high-performing sales team and wondered what kind of sales team training empowered them to be the best? spend over $70 billion on sales training every year. As you develop your sales team training program, you’ll need to have a good understanding of the purpose and goals of the training.

Best practices 62

Best practices Sales Call Center Coaching 62

Totango

OCTOBER 20, 2022

In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits. At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. Coaching and training.

Management 93

Management Upselling Coaching Best practices 93

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Refining post-sale strategies to better understand and meet the needs of customers. For example, unified data bridges the gap between sales and CS teams.

B2B 94

B2B CRM Enterprise Upselling 94

Fonolo

OCTOBER 4, 2022

Picture this: Y ou’re the coach of a soccer team. Their call would be automatically routed to a skilled sales agent. Other potential items include: Sales experience. If an agent effectively upsells in every sales call, this likely indicates a stronger proficiency in sales. Still with me? Customer support.

First call resolution 87

First call resolution Contact Center Interactive Voice Response Wait times 87

TechSee

JUNE 16, 2022

At Miele, Eric is also accountable for the management of escalation departments, offline processes, e-care solutions, national call center consolidation, multi-product services, upselling / cross selling and re-defining the consumer experience. He also sits on the board of Directors for CSPN. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

DMG Consulting

AUGUST 10, 2023

Real-time guidance (RTG) solutions are designed to advise and guide agents in resolving and handling service inquiries or closing a sale or collection. These capabilities can help agents enhance and grow relationships with customers by suggesting upsells or new products. Signup for DMG’s free monthly newsletter.

Upselling 48

Upselling Scripts Average Handle Time Coaching 48

DMG Consulting

AUGUST 26, 2024

This applies to historical and real-time conversation analytics as well as related applications built on its technology, including transcription, analytics-enabled quality management (AQM), real-time guidance (RTG), next best action, real-time coaching, automated post-interaction summarization, and more.

Analytics 48

Analytics Contact Center Quality management Calibration 48

Callminer

JUNE 3, 2019

That’s because even before these employees decide to pull the plug, their lack of engagement leads to reduced sales, subpar customer service, and more. It also removes the potential for any internal bias, offering both agents and managers the peace-of-mind they need to ensure they’re holding each other accountable.

Best practices 140

Best practices Average Handle Time Analytics Coaching 140

Voxjar

MAY 22, 2018

Ask to speak with the correct person/account holder (outbound). Account verification. Did your rep: Request account verification before offering account details. Use all required information to verify account (SSN, phone number, name, password, etc.). Follow correct procedure if account could not be verified.

Coaching 45

Coaching Scripts Calibration Telemarketing 45

JustCall

AUGUST 7, 2023

But did you know that you could also use conversational AI for sales? In fact, the strategic use of AI in sales and marketing can automate the entire value chain and make businesses even more profitable. What is Conversational Sales? Conversational AI can embody these characteristics to engage customers more meaningfully.

Chatbots 52

Chatbots Sales Surveys Upselling 52

CSM Practice

SEPTEMBER 18, 2020

In this Chat and Learn series, we invited Taylor Johnston, Director for Customer Success at Salesloft, a sales engagement platform that helps sales organizations deliver better sales experience for their customers. Small portfolio with large accounts. Large portfolio with mid accounts. Sales/CS experience.

Upselling 52

Upselling Finance Customer centricity Coaching 52

Horizon CX

FEBRUARY 29, 2024

Missed Opportunities for Upselling and Cross-Selling: Genuine care and personalized interactions create opportunities to upsell or cross-sell additional products or services. Provide Ongoing Support and Feedback : Offer ongoing support, coaching, and feedback to employees to help them continuously improve their customer service skills.

Morale 52

Morale Customer centricity Upselling Feedback 52

CustomerSuccessBox

FEBRUARY 28, 2022

This phase encompasses all the sales and marketing activities that help to secure the first sale of a product to a new customer, as well as its initial implementation. Simply put, this stage indicates the typical sales method for introducing a customer to a product or service. The steps for account expansion are as below.

Upselling 52

Upselling Customer advocacy SaaS Education 52

Tethr

JULY 21, 2020

Using Tethr’s Agent Impact Score (AIS), businesses can start connecting agent quality to effort reduction, while holding agents accountable for customer experience. They also discovered that it drives more constructive and results-driven coaching enabling them to be better equipped to measure agent performance in their company.

Coaching 69

Coaching Construction Upselling Scripts 69

Integrity Solutions

MAY 23, 2023

Sales prospecting is vital to the success of any sales organization. Simply learning how to find, approach and engage new customers is at the heart of being able to meet and exceed your sales goals. Why Is Sales Prospecting More Important Than Ever? What is Sales Prospecting?

Sales 93

Sales Coaching Brand ambassadors B2B 93

Expivia

APRIL 1, 2021

We have many clients that have differing views on this so we have been using both models for many years and layer them on top of one another to create an overarching QA plan that takes into account the associate and program health. Live monitoring from your supervisors and/or your QA areas is like in-game coaching.

Quality management 52

Quality management Call Center Management Coaching 52

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). Hence, a CSM should coach the customers to use the sticky features as it will lead to the customers achieving their goals faster and also increase product adoption. Guide Sales on “right fit customers”.

Management 67

Management Upselling SaaS Sales 67

CustomerSuccessBox

FEBRUARY 23, 2022

Sales, marketing, product, support, and, of course, customer success will all be part of the ecosystem. It’s all about coaching people to do things differently in customer success. Optimize your Account Expansion strategy. A customer account expansion strategy must be carefully organized in order to succeed.

Journey mapping 52

Journey mapping SaaS Upselling Accountability 52

SmartKarrot

AUGUST 30, 2022

Role: Director of Customer Success Location: Chicago, IL, US (Hybrid) Organization: Grubhub As a Director of Customer Success, you will manage the stellar Corporate Accounts Client Success team, overseeing all new client implementation, client retention, satisfaction, and client up-sells for the Grubhub’s corporate accounts team.

Upselling 19

Upselling Coaching Accountability Sales 19

SmartKarrot

OCTOBER 3, 2022

Recruit, hire, mentor and coach Customer Success team members. Mentoring and coaching cover both Customer Success practices and processes as well as industry and solution expertise. Assist with client marketing correspondence (newsletters, campaigns, sales print materials, welcome packets, surveys, etc.).

Upselling 19

Upselling Coaching Best practices Consulting 19

Babelforce

APRIL 21, 2021

In fact, most sales staff believe they spend too long on this type of task. The company: Created support teams made up of agents, managers, coaches, and tech specialists. It’s important because nine out of 10 callers value when agents know their account history and issues. #4 How to make life easier for call center agents. #1

Call Center 52

Call Center Contact Center Interactive Voice Response CRM 52

Global Response

JANUARY 31, 2024

The Health Insurance Portability and Accountability Act (HIPAA): HIPAA applies to call centers handling healthcare information , and ensures that patient’s data is protected. The Telemarketing Sales Rule (TSR): Call centers must provide accurate information to their customers regarding the goods and services they provide.

Call Center 62

Call Center Telemarketing Government Healthcare 62

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Assist in onboarding new customers.

Coaching 19

Coaching Accountability Upselling Metrics 19

SmartKarrot

SEPTEMBER 19, 2022

Coaches crew to strategically navigate organizations, internally and externally, with strong commercial orientation; deeply understands clients’ needs, types of buyers, and how to identify and drive growth opportunities. Manage a portfolio of accounts with a focus on renewals and upsells conversations.

Upselling 19

Upselling Technical Support Accountability Coaching 19

SmartKarrot

NOVEMBER 8, 2022

Support the Business of Law sales teams (both new business and account management) throughout the new client and renewal sales cycles. Proactively guide the performance of each team member against pre-defined KPIs and mitigate risks through skills coaching as required. Apply here: [link].

Coaching 19

Coaching SaaS Customer advocacy Strategic Value 19

CustomerSuccessBox

JUNE 8, 2022

Either they’re not getting the right results, or they’re struggling with, you know, showing value internally struggling with earn struggling with upselling, actually, I would say that that’s my forte, like value management to customers and increasing upsell. You want to do customer logo churn rate and numbers.

Management 52

Management Upselling Accountability Metrics 52

SmartKarrot

DECEMBER 6, 2022

Role: Director, Customer Success Location: Open Hall, NL, Canada Organization: Security Compass As a Director, Customer Success, you will hire, coach, and develop a high-performing CS team to drive adoption, health, and retention. Own the fleet customer journey (post-sale, implementation, opportunities, etc.).

Coaching 19

Coaching Education Government Upselling 19

SmartKarrot

JANUARY 13, 2023

Role: Customer Success Specialist Location: Warsaw, Mazowieckie, Poland (Hybrid) Organization: Zowie As a Customer Success Specialist, you will manage and support the success of a portfolio of customers across the entire post-sale customer journey from kick-off to advocacy and renewal. Apply here: [link].

Upselling 19

Upselling Best practices Engineering Coaching 19

SmartKarrot

JANUARY 17, 2023

Collaborate with Account Executives to identify expansion opportunities and be the voice of the customer. Role: Customer Success Lead Location: San Mateo, CA, United States (Hybrid) Organization: North Starr As a Customer Success Lead, you will lead and coach a team of customer success managers. Apply here: [link].

Upselling 19

Upselling Technical Support Consulting Consulting 19

Help Scout

SEPTEMBER 18, 2018

To the uninitiated, “Support-Driven Growth” might first appear like a fancy name for customer success, or a souped-up method of filtering prospects to the sales team — but it’s much more than that. The Support-Driven Growth model eliminates BDRs and SDRs , who focus on generating and then moving leads into the sales funnel.

Coaching 40

Coaching Customer centricity Upselling Sales 40

SmartKarrot

JUNE 9, 2022

Create accountability across customer-facing teams by developing appropriate metrics and coordinating compensation and promotions with these metrics. As we grow, hire, coach, and mentor a customer success team passionate about helping customers get the most from their investments in Sync. Ensure customer experience is best-in-class.

Upselling 19

Upselling Engineering Technical Support Metrics 19

SmartKarrot

JANUARY 12, 2022

Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes. Partner with sales leadership to bring additive value to the sales process and help position our customer success motion as a differentiator. Apply here: [link].

Upselling 19

Upselling Accountability Coaching Feedback 19

JustCall

MARCH 10, 2023

A Sales Call Flow A sales workflow or call flow would look something like this: Introduction: “Hello, I am ABC from XYZ Inc. Conclude with upselling/cross-selling: “If you’re interested in <product 1>, you might also want to check out <product 2>, which offers XYZ extra.” Is now a good time to talk?”

Call flow 40

Call flow Contact Center Scripts Interactive Voice Response 40

SmartKarrot

SEPTEMBER 7, 2022

Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers. Work alongside the C-level sales leaders within accounts to create data-driven solutions for supercharging sales. Manage and coach the inbound phone team.

Customer advocacy 19

Customer advocacy Coaching Upselling B2B 19

SmartKarrot

JANUARY 27, 2022

Collaborate with a broad range of technical, operational, and clinical experts to deploy and expand Fathom’s services within accounts. Provide reporting on account progress and forecasts. Provide mentorship and coaching to junior members of the customer success team. Help develop tech-enabled processes for common customer needs.

Upselling 19

Upselling Enterprise Accountability Feedback 19

SmartKarrot

MAY 6, 2022

Maintain the CSM Playbook which covers all necessary tactical and strategic team initiatives, e.g., account hand-off and kick-off, success plans, engagement levels, strategic business reviews, etc. Drive and manage the weekly red account escalation process for clients through to resolution.

Journey mapping 19

Journey mapping Coaching Government Upselling 19

SmartKarrot

APRIL 1, 2022

Role: Customer Success Director, WordPress VIP Location: Remote, United States Organization: Automattic As a Customer Success Director, you will be responsible for developing and supporting best-in-class account teams (Technical Account Managers, Engineers, and Support Engineers) by acting as a mentor, coach, and team player.

Upselling 19

Upselling Engineering Accountability SaaS 19