Totango

AUGUST 16, 2022

Other types of apps that may support customer retention include software for dunning management, collecting user feedback, tracking customer loyalty and analyzing client behavior. Identifying customers in the market for upsell offers and referral invitations. Encouraging more significant product usage.

Customer retention 98

Customer retention Upselling CRM SaaS 98

Totango

NOVEMBER 23, 2021

For example, if you don’t know that a new customer is experiencing onboarding issues, you can’t reach out to help them. This, in turn, makes it difficult to intervene with customers who are at risk of churn, as well as challenging to spot upsell opportunities. You’re Having Challenges Collecting Customer Feedback.

Upselling 91

Upselling CRM Revenue potential Feedback 91

Horizon CX

FEBRUARY 29, 2024

Missed Opportunities for Upselling and Cross-Selling: Genuine care and personalized interactions create opportunities to upsell or cross-sell additional products or services. Lead by Example : Leadership plays a critical role in shaping organizational culture and behavior.

Morale 52

Morale Customer centricity Upselling Feedback 52

Nicereply

MARCH 16, 2022

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.

Sales 111

Sales Customer Experience Upselling Self service 111

Totango

AUGUST 14, 2020

Audience: When it comes to relaying feedback to internal stakeholders, what tools do you use to collect customer feedback, share it internally, and present it in a clear way? Collect & document feedback . Identify feedback provider and organization. As part of that we: . Map stakeholder type.

Accountability 155

Accountability Feedback Sales Upselling 155

Totango

NOVEMBER 25, 2020

Feedback metrics like NPS and CSAT scores. Here are just a few examples: . Number of Accounts. Accounts with Open High Priority Tickets. Account Coverage. Equipped with this knowledge, CS teams can create more opportunities for upsells/expansions, as well as reduce churn rates. . Financial data.

CRM 107

CRM Upselling Metrics Accountability 107

CustomerSuccessBox

JUNE 24, 2022

It helps companies keep up with the accounts they’ve closed, and maintain, retain, and expand them. For example, onboarding becomes the first test of the user engagement strategy. High renewal rates in SaaS provide a stable revenue source every month which helps you to focus on upsells, advocacy, and acquiring new customers.

Upselling 52

Upselling SaaS Customer advocacy Metrics 52

SmartKarrot

OCTOBER 5, 2023

Account mining, or the practice of deepening relationships with existing customers to upsell or cross-sell, is the gold standard for sustained business growth. Let’s delve into this strategic playbook to maximize revenue through account mining. Let’s delve into this strategic playbook to maximize revenue through account mining.

Accountability 10

Accountability Upselling Journey mapping Feedback 10

Global Response

JULY 3, 2023

Call centers aren’t just for solving customer problems and upgrading customer accounts: they’re essential channels to develop customer relationships and loyalty. For one, you can ask your customers directly—through surveys, individual feedback, and so on. Get feedback and follow up. Get feedback and follow up.

Call Center 62

Call Center outsourcing Customer centricity Upselling 62

Quality Contact Solutions

JANUARY 27, 2022

This is one of the more common techniques to increase the overall value of an account. These accounts already have the main product or service, and the cross-sell is an add-on item that will increase the total amount of the account. Increase Sales by Upselling.

Sales 98

Sales Upselling B2C Best practices 98

Totango

APRIL 2, 2019

Gather feedback. 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. Gather Feedback. Automate tasks.

Journey mapping 105

Journey mapping Upselling Accountability Feedback 105

Totango

OCTOBER 22, 2019

Paying close attention to any customer feedback. . Using health scores to determine which customers may need more attention and which ones benefit from upsells. . After escalations are resolved, collect customer feedback and make adjustments as needed. Gathering customer feedback. Engaging with customers frequently. .

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

Totango

MARCH 4, 2022

Common examples of B2B customer service issues that arise in a SaaS context include: Billing problems. When delivered manually, it may be handled by dedicated customer service agents or by other company representatives, such as account managers and customer success managers. Lost passwords. Software installation and onboarding issues.

B2B 91

B2B Customer Service Interactive Voice Response B2C 91

Totango

SEPTEMBER 13, 2022

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 86

SaaS Upselling Best practices Customer retention 86

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Related resource: The SaaS debate: Who owns the renewal and upsell?

Upselling 97

Upselling Metrics Sales SaaS 97

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Related resource: The SaaS debate: Who owns the renewal and upsell?

Upselling 98

Upselling Metrics SaaS Sales 98

Interactions

JUNE 24, 2022

Your IVA should be able to automate a variety of outbound communications such as notifying customers of important plan information, sending overage alerts and service reminders, and conducting surveys to collect feedback. Handle product support inquiries and increase upsell opportunities. Manage account information and payments .

Wait times 62

Wait times Self service Upselling Accountability 62

Totango

JULY 8, 2021

Many of the companies we talk to today all have the same challenge: they are sick and tired of firefighting their customer accounts. With this system, alerts are automatically generated about any customer who requires attention – be it a customer with deteriorating health or an upsell opportunity that is set to renew soon.

Upselling 65

Upselling Accountability Customer retention Metrics 65

TeamSupport

MARCH 3, 2021

Proactive customer engagement accounts for more than a quarter (28%) of Support interactions and grew by 14% from 2019 to 2020. The largest drivers were new customers, higher user adoption of product features, and more proactive outreach by Support. 1 That’s according to research by the Service Excellence Group (ServieXRG).

B2B 98

B2B Upselling Customer retention Customer Support 98

ChurnZero

SEPTEMBER 14, 2021

If your customer can benefit from a product upgrade or feature upsell, then it’s your duty to make your customer aware of the opportunity. To give an example, Bryan outlined the hypothetical scenario of a CSM whose customer accounts for one division of a company that’s comprised of three divisions.

Sales 94

Sales Upselling Morale SaaS 94

CustomerSuccessBox

JUNE 20, 2022

A customer succes software is specialized software that takes the customer data from your existing tech stack to provide you with a 360-degree view of your customers and their account health. Detect and Act on Upsell & Cross-sell Opportunities. Automate mundane tasks for Maximum Efficiency. Improve user onboarding.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

SharpenCX

FEBRUARY 24, 2023

On the SharpenCX platform, for example, all your data is in one spot – saving time and headaches. For example, if your data shows customers commonly complain about the ability to reach a representative by phone you might change your staffing model or advertise customers’ ability to reach representatives on additional channels.

Banking 76

Banking Personalization Customer Experience Chatbots 76

ChurnZero

AUGUST 14, 2020

They focus on opportunity management – like the manual activities that typically exist within accounts. Get direct access to CRM data, such as accounts, contacts, opportunities, cases, subscription data (renewal date, license count, total contract value, etc.) Examples: Salesforce , HubSpot , Netsuite , and Copper. .

CRM 87

CRM Finance Upselling Accountability 87

JustCall

MARCH 10, 2023

3 Customer Service Workflow Examples Use-Case #1: Customer Onboarding Workflow What it is: Customer onboarding is the process of introducing new customers to your product or service and helping them become successful users. You can provide progress updates and ask for feedback to ensure that they are getting the support they need.

Customer Support 40

Customer Support Feedback Upselling Accountability 40

CustomerSuccessBox

JUNE 5, 2019

A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. At each stage, you need some kind of a health score to evaluate the status of the account and decide how you would engage with the account to take it ahead in the journey.

Best practices 89

Best practices Accountability SaaS B2B 89

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. Can you give me an example of a time when you helped a dissatisfied customer? Problem-Solving.

Management 90

Management Coaching Upselling Best practices 90

SmartKarrot

OCTOBER 25, 2023

In the dynamic world of business, the role of a Strategic Account Manager (SAM) goes beyond onboarding and tracking usage. Feedback Loop They are more than just mechanisms to gauge satisfaction; they’re avenues for improvement, innovation, and deeper understanding. Feedback should be actionable.

Accountability 10

Accountability Construction Upselling Education 10

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. One great example of a chatbot that can double up as a 24×7 digital concierge for guests is Rose, by The Cosmopolitan Hotel in Las Vegas.

Sales 52

Sales Chatbots Self service Accountability 52

Totango

APRIL 5, 2019

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 72

Metrics Upselling Accountability Enterprise 72

JustCall

APRIL 3, 2023

Account management: The customer success team also manages customer accounts and ensures that they are getting the most value from your product or service. Renewals and upsells : Another important area of responsibility for the customer success team is driving customer renewals and identifying opportunities for upsells.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

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. Examples would be: Selling products. Time spent waiting. Speed of resolution.

Call Center 182

Call Center Analytics First call resolution Metrics 182

Totango

JANUARY 29, 2021

Successful customers become more likely to make cross-sell and upsell purchases. Keep your playbooks current through monitoring and feedback. For example, say that you provide an app for human resources teams and one of your features facilitates a faster review of resumes. Here are just a few examples: Onboarding.

Best practices 79

Best practices Benchmark Accountability Upselling 79

Outsource Consultants

MARCH 29, 2021

You can’t expect BPO agents dealing directly with customer complaints to maintain the same CSAT scores as those handling account upgrades, for example. Don’t waste time pairing conflicting KPIs, such as setting a lower agent AHT goal with increased upsell targets.

Management 76

Management Calibration Call Center Average Handle Time 76

Totango

DECEMBER 21, 2021

For example, after a customer finishes setting up their profile, it may be appropriate to send them a tutorial with an introduction to your portal’s dashboard. It also can create an opportunity for upsell offers when applicable. Another option is to send a tutorial when a certain trigger action occurs. New Feature Announcements.

Management 105

Management Best practices Upselling Accountability 105

Integrity Solutions

NOVEMBER 29, 2022

The responses we hear are often things like, we need to sell more, we need higher productivity, we want to increase accounts in a specific product line by a certain percentage. If feedback coming out of training is that it was a waste of time, you have everything you need to know right there.

Metrics 89

Metrics Sales Coaching Accountability 89

Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. For example, a SaaS customer may begin their journey with your brand by reading a review by one of your customers on a software review site. Here, we’ll show you how to create your path to customer success.

SaaS 110

SaaS Journey mapping Best practices Upselling 110

Totango

MAY 3, 2019

Plus, current customers are more likely to make major purchases or upsells. Record customer feedback and make sure management reviews it, as feedback provides invaluable data that can help you identify bottlenecks along the customer journey. Then, act upon that feedback. Always keep the customer experience in mind.

Enterprise 78

Enterprise Upselling Feedback Advertising 78