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Q&A recap: crash course in Customer Success and SaaS metrics with Dave Kellogg

ChurnZero

Speaker: Dave Kellogg , Principal, Dave Kellogg Consulting. But I don’t want to disincentivize my best CSMs from taking the hardest accounts. As long as you have a story, we can upsell them later if you’ve got additions built in or consumption or a second product coming. Q&A recap. They got lucky.

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Reshaping The Future Of Digital Customer Service: 22 Influential Leaders to Watch in 2022

TechSee

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. As a consultant, he guides clients who want to develop customer-focused cultures.

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5 Ways to Align Better With Clients Through Joint Account Planning

ClientSuccess

In today’s world of SaaS customer success, most CSMs and/or Account Managers are held to some sort of revenue goal. Whether that revenue comes from an upsell, cross-sell, expansion, or something else, it’s still new revenue attributed to the customer. This is what’s commonly known as joint account planning.

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Customer Success + Sales = Revenue Retention: Insights from Totango Leaders

Totango

I recently hosted a webinar with four leaders from our team to learn how they work together to bolster retention, expansion, and upsells as a truly unified CS and sales front. One tool that Katie finds helpful in her role is a RACI matrix that designates accountability to relevant stakeholders involved in a project, task, or decision.

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BPO Vendor Management Part One: Top 5 Tips for Better KPI Performance

Outsource Consultants

You can’t expect BPO agents dealing directly with customer complaints to maintain the same CSAT scores as those handling account upgrades, for example. Don’t waste time pairing conflicting KPIs, such as setting a lower agent AHT goal with increased upsell targets. Call Center Tip #4 — Keep Consistent to Boost Performance.

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How to increase net revenue retention with Customer Success qualified leads (CSQLs) and strategic operations

ChurnZero

Even though CSQLs have a lower customer acquisition cost, faster rate of return, and high close-rate, says Tony D’Auria, industry principal at Valuize, a customer lifecycle consultancy. Q: Should CSM roles close upsell deals? Tony D’Auria: I have seen it. I have worked it as a CSM. I have led it as a leader, and it can work.

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What Are the Best Job Titles for Sales and Business Development?

Andrew Mcfarland

As an Account Executive (AE), you’ll work to connect qualified leads with account executives. An Account Executive must measure pipeline revenue, velocity, and close rates. They should also be able to consult with prospects to make sure they’re a good fit for their company’s product or service.

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