JivoChat

JULY 25, 2021

JivoChat is an omnichannel messaging platform that helps companies provide real-time customer support across all major digital channels - facebook , WhatsApp , email , Instagram, website , phone and more - from a single dashboard that syncs with your CRM. CRM integration. This app helps B2B customers manage their own accounts.

Sales 52

Sales Accountability Upselling B2B 52

JustCall

FEBRUARY 25, 2020

A well-stacked tech stack for financial services should comprise key categories like Communication, Helpdesk and Shared Inbox, Accounting, CRM and Product Management. For instance, updating clients regarding accounts and transactions, newly introduced features of the product in the market or new investment opportunities.

Finance 59

Finance CRM Accountability Sales 59

CustomerSuccessBox

NOVEMBER 2, 2021

The y-axis shows the average revenue per account (ARPA) per year. A churn you never accounted for, churn which is eating your portfolio like a termite. Example- account managers, CSMs, other champions, internal teams, etc to manage your team. Track their Account health early on. Both axes use a logarithmic scale.

SaaS 52

SaaS Customer retention Enterprise Accountability 52

ChurnZero

AUGUST 27, 2021

The average CSM has between 16 and 200 active accounts at a time. Multiply that by 30 active accounts, and you’ve lost 60 hours to manual data digging. To eliminate the need for manual data entry, try integrating your CRM with a software solution that can auto-populate data into your document.

Metrics 52

Metrics Upselling B2B Accountability 52

aircall

FEBRUARY 17, 2021

A sales strategy plan is a written document that details the exact steps of how to sell your product or service to qualified buyers, as well as how to position that product or service differently than your competitors. Document clear goals and objectives. The Purpose of your Sales Strategy Plan. Why do you need one? .

Sales 62

Sales call center software Best practices Call Center 62

JustCall

APRIL 5, 2023

When implemented correctly, CSM can: Preserve and increase a company’s revenue Increase customer advocacy Drive profitability as well as growth More importantly, customer success software can seamlessly integrate with your company’s existing CRM/help desk/social media management software to provide an in-depth view of the customer.

Management 52

Management CRM Analytics Customer retention 52

ChurnZero

JANUARY 17, 2020

Prior to deploying a Customer Success p latform, many companies find their CS operations comprised of an endless web of spreadsheets and unorganized documentation. The approach that may have worked for managing a small number of customer accounts can prove an obstacle as your company scales.

Best practices 72

Best practices Accountability Upselling SaaS 72

ChurnZero

OCTOBER 12, 2021

With ChurnZero, they were able to assign a customer health score to each of their clients to gain a better line of sight on accounts at a higher risk of turnover. And lastly, they introduced more direct touchpoints in the first 90 days to promote active account engagement and address any issues, concerns, or updates to the customer journey.

Healthcare 98

Healthcare Accountability Metrics Surveys 98

CSM Practice

JANUARY 13, 2021

For many startup companies, the renewal process usually begins with the personnel in charge of the account reaching out to customers to start the renewal conversation. Account review and summary of previous interactions. Account review and summary of previous interactions. Document goals and use as a baseline KPI.

SaaS 98

SaaS Customer centricity Accountability Education 98

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

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. Apply here: [link].

Coaching 19

Coaching Accountability Upselling Metrics 19

SmartKarrot

APRIL 8, 2022

Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes. Serve as the owner for a portfolio of high-value accounts, responsible for meeting key performance metrics. Develop & maintain Key Account Plans supported by regular onsite customer reviews.

Accountability 19

Accountability Government Upselling Metrics 19

OctopusTech

SEPTEMBER 9, 2023

For example – Some of the industries that are benefited from using call center services include – Accounting IT and Communication Marketing Manufacturing Tour and travel Banking, Insurance, and Finance Why Companies Should Invest in Call Center Outsourcing? In addition to this, they are also trained in upselling techniques.

Best practices 62

Best practices outsourcing Call Center virtual call center 62

Education Services Group

JULY 8, 2019

This vital record is a way to ensure you are enabled to journey through life and procure additional documents to soar across the biggest oceans. I recommend that Customer Success Managers (CSMs) schedule time with sales internally to be debriefed on any new account in your Mid-Market segment or larger. The customer’s CSM.

Sales 40

Sales Education Upselling CRM 40

EPIC Connections

SEPTEMBER 10, 2018

During this first phase, it’s critical that a company assess its internal needs and create and document business requirements. CRM integration. This is particularly important as it relates to: Call flow documentation, workflow processes, agent skillset design, and alignment processes. Service Level Objectives. Agent skill sets.

Cloud contact 33

Cloud contact Contact Center Call flow Best practices 33

SmartKarrot

APRIL 18, 2022

Drive employee engagement and a high-performance culture within the teams, ensuring effective performance management, coaching, and development of the teams, and creating an environment where people can excel through accountability, encouragement, and empowerment. Supporting the account team in preparing customer periodic business reviews.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

JustCall

NOVEMBER 24, 2022

However, the sales reps need to be properly trained on the products using product demos, press releases, and documentation. Once a transaction is closed, the seller receives a commission on the price they negotiated with the customer, and the account is usually assigned to an account manager or customer success representative.

Sales 52

Sales B2B Surveys CRM 52

JivoChat

JUNE 1, 2021

Here are important post-purchase touchpoints to keep in mind: Upselling and cross-selling emails. Before someone finishes the checkout process, there are opportunities to upsell (by offering a higher-end version of the product) or cross-sell the customer (by offering a complementary product or service). CRM pipelines.

CRM 52

CRM Advertising Chatbots Surveys 52

ChurnZero

OCTOBER 12, 2021

With ChurnZero, they were able to assign a customer health score to each of their clients to gain a better line of sight on accounts at a higher risk of turnover. And lastly, they introduced more direct touchpoints in the first 90 days to promote active account engagement and address any issues, concerns, or updates to the customer journey.

Healthcare 52

Healthcare Accountability Metrics Surveys 52

SmartKarrot

OCTOBER 21, 2021

Work collaboratively with Sales leadership to ensure a consistent handoff experience to the Account Management team through CSQL’s. Collaborate with Account Managers to review the status of opportunities, existing business and expansion opportunities. Identify opportunities and lead upsell/cross-sell deals from start to finish.

Upselling 19

Upselling Accountability Customer centricity Coaching 19

SmartKarrot

MAY 4, 2022

Work closely with the executive team to align on strategies, renewal forecasting, customer retention, coverage plans, and account opportunities (i.e. Maintaining and innovating the use of CRM and CSM tools to record customer information and to track KPI’s. Marketing, Sales, Product, Engineering). opportunities and risks).

Engineering 19

Engineering Education Upselling Accountability 19

Amity

OCTOBER 12, 2017

For this reason, I’ve documented what I’m calling “The Cycle of Customer Success” There are a number of great Customer Success (CS) frameworks already out there which outline the core building blocks that Customer Success teams need. Internal account reviews. Renewals and upsells. Sales to CS transitions.

Metrics 61

Metrics Upselling Journey mapping CRM 61

Pointillist

MARCH 20, 2019

Cross-sell/Upsell Customers who are delighted with their experience spend more with a business by buying additional products and services. Let me explain through the example of a retail bank ‘A’: Bank ‘A’ receives 4 million calls annually in its customer care center, accounting for a huge chunk of its total expenditure.

Customer Experience 59

Customer Experience Banking Metrics Analytics 59

Amity

OCTOBER 12, 2017

For this reason, I’ve documented what I’m calling “The Cycle of Customer Success” There are a number of great Customer Success (CS) frameworks already out there which outline the core building blocks that Customer Success teams need. Internal account reviews. Renewals and upsells. Sales to CS transitions.

Metrics 49

Metrics Upselling Journey mapping CRM 49

ChurnZero

JULY 12, 2019

Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through. Think of Instagram or Spotify, your email account, Slack, or Process Street….

Accountability 75

Accountability Metrics Education Marketing 75

SmartKarrot

APRIL 18, 2023

A customer success team can further improve a companies’ sales through engaging in processes that includes upselling and cross-selling to customers. Some customer success managers can be seen handling 20-30 different customer accounts as once, so great time management and organizational skills is a must-have for managers in this field.

Upselling 10

Upselling Best practices CRM SaaS 10

SmartKarrot

MAY 25, 2022

Measuring the success of the client experience efforts by building and deploying reporting that includes CRM analytics along with client surveys (NPS and CSAT). Foster account growth/expansion via new products and markets. Tactical and strategic support for priority accounts and maintain relationships with key agencies and brands.

Education 3

Education Technical Support Upselling Advertising 3

SmartKarrot

MAY 31, 2022

Own the execution of securing renewals across the existing customer base and measured on customer satisfaction, implementation success, and some elements of upsell. Accurately document client interactions while adhering to varying service levels across advertisers. Provide first-level troubleshooting for Criteo products and features.

Advertising 3

Advertising Education Accountability Upselling 3