Remove Accountability Remove eBook Remove Feedback Remove Upselling
article thumbnail

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.

article thumbnail

Ready to Boost Customer Retention? 3 Tips That Can Help! 

ClientSuccess

Bridging the gap between customers and a product team is critical, from managing customer implementations to ongoing account maintenance. Keep tabs on customer satisfaction and account health. . Ask for their feedback on potential product enhancements and ideas to give them a sense of ownership stake in your product.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Big Customer Conversation? Here’s How CSMs Can NAIL a Strategic Meeting

ClientSuccess

Managing customer accounts is no longer contained to spearheading implementation and being on call to help customers through issues. Listen to your counterpart’s feedback and input. eBook: Customer Success Best Practices from 20+ Executives. Instead, open up a two-way street of conversation. Hold your ground – to a point.

article thumbnail

Your End-of-Quarter Checklist to Set Customers Up for Success Next Quarter

ClientSuccess

If you’re like most CSMs, it can sometimes feel as though months – even years – of working with a customer account can go by in a flash. As many customer success teams are looking to use 2021 as a reset for their processes and accounts, it may also be a good idea to use this year to revamp your planning workflows. The bottom line?

article thumbnail

The MVPs of Customer Success Metrics (Most Valuable Performance Indicators)

ClientSuccess

Customer lifetime value : measuring the total lifetime contract value of a customer, including upsells, renewals, and expansions, is what keeps the value of your business trending upward over time. Customer engagement : if your customers are quietly trucking along with no input, feedback, or questions, this could be a sign of low engagement.

Metrics 75
article thumbnail

The MOST Important Customer Success Metrics

ClientSuccess

Customer lifetime value: measuring the total lifetime contract value of a customer, including upsells, renewals, and expansions, is what keeps the value of your business trending upward over time. Customer engagement: if your customers are quietly trucking along with no input, feedback, or questions, this could be a sign of low engagement.

Metrics 100
article thumbnail

10 Ways How Customer Service Can Boost your Sales in 2020

Nicereply

Cross-sell & Upsell, but first, answer the query. One of the good upselling models could be to offer the try something for free (limited time). Here comes a good upselling option. When can you upsell/cross-sell? Listen and respond to negative feedback. But the story doesn’t end there. Be proactive.

Sales 69