JustCall

AUGUST 7, 2023

If you’ve got a customer base that wants to manage their accounts or get account-specific information independently, conversational AI is the right fit for your brand. Image Source 2. train your chatbot to answer these questions and free up human agents to focus on more complex customer issues.

Sales 52

Sales Chatbots Self service Accountability 52

JustCall

AUGUST 7, 2023

The consultative nature of conversational sales unlocks opportunities for businesses to leverage artificial intelligence technologies for sale. This means that it takes into account customer preferences, purchase history, browsing patterns, etc., To preface, customer feedback and survey lends voice to your patrons.

Chatbots 52

Chatbots Sales Surveys Upselling 52

Integrity Solutions

NOVEMBER 29, 2022

In fact, data collected by the consulting firm ES Research has shown that 85 to 90 percent of sales training fails to translate into a lasting improvement in productivity. If feedback coming out of training is that it was a waste of time, you have everything you need to know right there. Accountability for application.

Metrics 87

Metrics Sales Coaching Accountability 87

Totango

OCTOBER 20, 2022

CSMs act as the voice of the customer bringing user experience feedback to the product team. Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. CSM role duties may vary by company. What Makes a Good Customer Success Manager? Problem-Solving.

Management 92

Management Upselling Coaching Best practices 92

Totango

AUGUST 18, 2022

Assigning account managers. Activating accounts. It also promotes higher product usage, increases the likelihood of upselling purchases and encourages customers to become enthusiastic brand advocates. Your checklist serves as a reference document that your customer success team and customers can consult.

Journey mapping 94

Journey mapping SaaS Upselling Enterprise 94

Callminer

SEPTEMBER 14, 2020

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. Carol Tompkins is the Business Development Consultant at AccountsPortal.

Call Center 182

Call Center Analytics First call resolution Metrics 182

GetFeedback

JUNE 13, 2019

In addition to providing a flexible customer feedback solution, GetFeedback now offers Flow Templates. The qualified leads are then automatically cued up for an Account Executive to take next steps and move the leads down the sales funnel. That’s where GetFeedback comes in. Field Sales Partner Interview. Product Recommendations.

Surveys 68

Surveys Consulting Consulting Upselling 68

ChurnZero

DECEMBER 29, 2020

A relic from bygone days of old-school Account Management, QBRs are a classic, but not timeless, practice; one that feels perfunctory and misplaced in today’s always-connected, data-enriched landscape. The SaaS Debate: Who Owns the Renewal and Upsell? Rethinking the Quarterly Business Review (QBR). Customer Success vs. Sales.

SaaS 98

SaaS Chief Customer Officer Upselling Metrics 98

CustomerSuccessBox

MARCH 27, 2019

Thus, increasing the retention rate, and creating potential opportunity for upsells / cross-sells too. So, make sure you decide it after consulting with your team. Customer success managers have a lot of responsibilities like increasing retention, decreasing time to value, building key relationships, create upsell opportunities, etc.

Upselling 66

Upselling SaaS Best practices Feedback 66

SmartKarrot

OCTOBER 3, 2022

Apply here: [link] Role: Customer Success Manager #1437 Location: Dallas, TX, US Organization: Genius Road As a Customer Success Manager, you will assist Account Director and Delivery Manager with the current customer portfolio (clients and consultants) with ongoing communication to ensure strong retention.

Upselling 19

Upselling Coaching Best practices Consulting 19

SmartKarrot

MARCH 20, 2023

Customer Success Manager, you’ll control the strategic and enterprise accounts’ post-sales customer experiences, including onboarding, product adoption, customer relationships & advocacy, renewal/expansion, and so on. creating and carrying out chances for upselling and expansion. expansion of brand-new goods.

Upselling 19

Upselling Enterprise Technical Support Finance 19

JustCall

APRIL 5, 2023

Before we look at the top 7 customer success management tools, ensure that the CSM tool you select can: Identify and create accurate customer profiles Capture customer data, history, and feedback in real-time. As a part of this process, the customer success manager: Organizes welcome emails Sets up their account Resolves queries, etc.

Management 52

Management CRM Analytics Customer retention 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. Engage: Get feedback, receive complaints.

Chatbots 52

Chatbots Upselling Average Handle Time Analytics 52

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

ShepHyken

SEPTEMBER 7, 2023

Regularly update training materials based on customer feedback. Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Encourage shadowing experienced account managers who can disseminate their best tips and tricks.

Customer centricity 336

Customer centricity B2C Feedback Upselling 336

SmartKarrot

JUNE 13, 2023

For our clients, you would serve as a digital marketing consultant. Determine chances for upselling and create an upselling funnel using the current client base, and build relationships with the important parties whose client accounts you handle, assist in maintaining and improving those relationships and systems.

Upselling 19

Upselling Marketing Accountability Education 19

ChurnZero

FEBRUARY 26, 2021

Amanda cautions that when Customer Success owns the renewal some of the time, but not all of the time – like if an account has expansion, then an Account Executive owns it; but if it doesn’t, then a CSM owns it – the system breaks down and that’s when friction begins to materialize. Give Product thematic feedback, not anecdotes.

Management 59

Management Feedback Sales SaaS 59

ChurnZero

OCTOBER 20, 2020

I wanted to share some tips on successfully transitioning from a services-based organization to a core Customer Success offering, with services as an upsell opportunity. You are looking for additional opportunities to upsell products and services and create a consistent and measurable experience for customers.

Journey mapping 52

Journey mapping Calibration Upselling Technical Support 52

SmartKarrot

NOVEMBER 2, 2022

Retain, attract, mentor, organize, and manage a high-performance team, fostering a culture of ownership, accountability, and ethical behavior. Manage multiple enterprise accounts; develop positive working relationships with all client touch points. Deliver training programs, briefings and presentations to external stakeholders.

Finance 19

Finance Accountability Upselling Consulting 19

SmartKarrot

MAY 31, 2023

Role: Customer Success Manager Location: San Francisco, CA, United States (Remote) Organization: Fieldguide As a Customer Success Manager, you’ll recommend best practises to increase usage, adoption, and income, you will have a book of business where you are personally accountable to renew and extend accounts.

Engineering 19

Engineering Upselling Consulting Consulting 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 feedback to the product, sales, marketing, and executive team to ensure the client voice is present.

Upselling 19

Upselling Enterprise Accountability Feedback 19

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. What’s more, it allows them to strategically upsell and cross-sell while fully remaining in line with U.S. After training, consistently monitor calls.

Call Center 62

Call Center Telemarketing Government Healthcare 62

ChurnZero

FEBRUARY 4, 2022

A huge part of how customer success collects intel and feedback from customers is by talking with them. Kristen Hayer, Founder and CEO of The Success League , has witnessed this communication friction from both sides through her past experience as a customer success leader and through her current work running a customer success consultancy.

Metrics 98

Metrics Consulting Consulting Best practices 98

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. Q: Please introduce yourself. That should the churn.

Management 52

Management Upselling Accountability Metrics 52

SmartKarrot

OCTOBER 11, 2022

Suggest compensation plans for CS roles such that they promote upsells/cross sells and reduce churn. Deploying the platform using a consultative approach that assists customers in meeting their strategic goals while simultaneously quickly achieving value. Drive and build repeatable processes in the SMB and MM book of business.

Journey mapping 19

Journey mapping Upselling Accountability Consulting 19

CSM Practice

JULY 24, 2019

The customer-centric mindset entails making major decisions while taking customer needs and customer journeys into account. Companies that prioritize customer needs and put them at the forefront of new initiatives see increasingly better results than those who decide on new initiatives without considering customer success and feedback.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

Solvvy

OCTOBER 12, 2022

With the assistance of an artificial intelligence chatbot, customer service teams don’t spend their time looking up account balances, tracking packages, or resetting passwords. An AI chatbot can even call the customer by name and upsell or collect feedback on past purchases or engagements. . The Best is Yet to Come.

Chatbots 94

Chatbots Customer Support Interactive Voice Response Self service 94

SmartKarrot

JANUARY 28, 2022

Maintain a balanced proactive/reactive relationship with your assigned accounts. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Dedicated duties include account monitoring, regular check-ins, and relationship building.

Upselling 19

Upselling CRM Finance Benchmark 19

SmartKarrot

AUGUST 23, 2021

Apply here: [link] Role: Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Execute consulting projects with customers.

Upselling 19

Upselling Consulting Consulting B2B 19

SmartKarrot

NOVEMBER 22, 2021

Maintaining records for client accounts. Collaborating with a variety of different departments to better serve the clients’ needs, such as the accounting and marketing departments. Collaborate with Product on a quarterly basis to funnel customer feedback directly into the product development process.

Real estate 19

Real estate Technical Support Consulting Consulting 19

SmartKarrot

JANUARY 7, 2022

Drive Customer Success outcomes through increased renewal rates and account growth, and reduced churn. Collaborate with team members to develop key metrics, including engagement, member feedback, and cost savings, to help predict and improve customer retention and expansion. Deliver a world-class customer experience for all accounts.

Upselling 19

Upselling Consulting Consulting Accountability 19

SmartKarrot

OCTOBER 12, 2022

Consult with clients on product features, functionality and onboarding best practices. Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Act as a techno-functional consultant and provide recommendations on process.

Best practices 19

Best practices Consulting Consulting Government 19

SmartKarrot

DECEMBER 2, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (Hybrid) Organization: Jenkin Beattie As a Customer Success Manager, you will develop and manage key accounts achieving mutual goals whilst seeking growth within each account. Retain and grow client base through identifying cross/upsell opportunities.

Customer advocacy 19

Customer advocacy Upselling Accountability Coaching 19

SmartKarrot

AUGUST 29, 2022

Role: Senior Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Senior Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Execute consulting projects with customers. Apply here: [link].

Best practices 19

Best practices Call Center Benchmark Government 19

SmartKarrot

FEBRUARY 3, 2022

Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes. Work closely with the Aprimo executive sponsor for each strategic account to ensure a consistent and close executive relationship. Effectively support account managers to retain existing clients.

Upselling 19

Upselling Customer advocacy Accountability B2B 19

SmartKarrot

NOVEMBER 17, 2021

Role: Director of Customer Success Location: Santa Clara, CA, US (Hybrid) Organization: LeanData As a Director of Customer Success, you will lead, coach and mentor a team of Customer Success Managers across enterprise and large commercial accounts. Develop key relationships with executives and decision-makers at the customer base.

Upselling 19

Upselling Accountability Coaching Metrics 19

SmartKarrot

AUGUST 18, 2022

Understand customer business context and pain, and facilitate the strategic mapping of OfferFit value to identify potential upsell opportunities. Work closely with the OfferFit sales team to close upcoming renewals & upsell opportunities. Provide consultative services and present growth opportunities to clients.

Upselling 19

Upselling Education Engineering Advertising 19