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Support Talks: Sales as Part of a Customer Experience Team

Nicereply

Some treat Customer Experience as a synonym to Customer Success, others see Success and Support as part of the CX team, and still, others prefer it reports into Sales as a way to increase upsells and renewals. For example, a dedicated account manager and phone support for our highest value customers. What a fantastic model!

Sales 111
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How to Map the Customer Journey Stages to Foster Lifetime Value

Totango

This is also a good time to add upsells to accounts that have high customer health scores. Health scores indicate which customers may be receptive to cross-sell or upsell offers and which ones might require extra attention from your success team. Customize Notifications and Health Scores. Gather Feedback.

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Customer Success Playbook Tips: Five Proven Tactics

Totango

To give a customer success playbook example, let’s say a customer has just started the onboarding process. For example, you can design a customer success renewal playbook for clients whose subscription is nearing expiration. Expansion of product usage through upsells. Adoption of advanced features.

SaaS 87
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Develop a Customer Journey Strategy: Examples and Tips

Totango

Using health scores to determine which customers may need more attention and which ones benefit from upsells. . They pull data from customer accounts and provide metrics for each customer. This provides a real-time view of every customer’s account status and health. Request a demo to find our more.

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The Complete Guide to Improving Your Customer Success Health Score

Totango

A customer success health score is a framework used to identify the status of your customers so you can quickly prioritize accounts. It is a powerful tool for capitalizing on potential upsell opportunities and preventing customer churn. A mark of 10 would indicate the users in the account are at the bottom 10% in terms of usage.

Metrics 87
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The Most Important Customer Success Metrics to Track and How to Improve Them

Totango

This could mean giving more attention to accounts that are in danger of churning or it could mean finding opportunities for upsells based on high usage rates. Gross upsell. For example, you could link metrics directly to specific campaigns in order to get timely feedback. Let’s take a closer look at each metric.

Metrics 73
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Tips for Configuring Compensation Plans for Customer Success Managers (CSMs)

ClientSuccess

While starting new employees on the desired model is straightforward, existing CSM team members are relying on their base salary, which should be taken into account when migrating them away from that structure. Let me highlight one challenge by sharing an example. Variable Split Example. OTE Variable Split to Achieve OTE.