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Big Banks: What Are They Hiding?

Beyond Philosophy

Last week, the Senate voted to repeal a rule that banned most mandatory arbitration clauses in credit card agreements, checking account agreements, car loans, and many other types of consumer banking transactions. They expose patterns of wrongdoing and hold big corporations accountable. million fake accounts , things only got worse.

Banking 276
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Evaluating Who Should Own Saas Renewals

ClientSuccess

In this blog post, we’ll explore three different ownership models that help define roles between sales and customer success teams when it comes to customer renewals. Model 1: Sales owns new logos, expansion and renewals In model one, the core sales team maintains ownership of all sales (or “commercial”) aspects of the relationship.

SaaS 71
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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. While some organizations have CSMs handle the entire upsell process, others bring in sales team members to help facilitate negotiating and contracts. This is what’s commonly known as joint account planning.

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Exploring the Differences Between a Customer Success Manager and Account Manager

ClientSuccess

We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. The ultimate difference between a Customer Services Manager and an Account Manager is both in their area of concentration and how each target their customers. . Let’s talk about Account Managers first.

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The 6 Most Memorable Quotes from TOPO Sales Summit 2016

Talkdesk

TOPO Sales Summit 2016 was a whirlwind of information, insights and debate. With two days of content, four tracks and 30+ sessions and workshops, TOPO Sales Summit 2016 really packed a punch. As a form of summary, we’ve compiled some of the most memorable quotes from TOPO Sales Summit 2016. Click to Tweet. Click to Tweet.

Sales 40
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Expansion Selling: A Proactive Data-Driven Strategy Framework

CSM Practice

However, most companies are at a disadvantage because they use the same sales strategy for both new and existing customers. Most companies are at a disadvantage because they use the same sales strategy for both new and existing customers. This enables the company to deliver additional value to customers while generating more revenue.

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5 Easy (and Effective) Routing Rules for Omnichannel

Comm100

His query i s automatically transferred to Jennifer, who specializes in responding to public Facebook messages and is trained on when to consult the marketing team for PR advice. Does your customer need to connect with the support department or the sales team? This blog post is a snippet from our eBook, Mastering Omnichannel CX.