ChurnZero

OCTOBER 16, 2020

Whether Customer Success or Sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. Their main arguments include: Humans are wired for reciprocity and Customer Success is best suited to make deposits and withdrawals from the “relationship account”. Enter the Sales Manager.

Upselling 98

Upselling SaaS Sales Accountability 98

CustomerSuccessBox

DECEMBER 13, 2018

Upselling strategies can improve your upsell rate drastically, leading to the financial growth of the company. However, we need to start with the basics before we can learn about upselling strategies. What does Upsell exactly mean? Depending on your product, you may provide better features, more accounts, etc.

Upselling 40

Upselling SaaS Feedback Accountability 40

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different? Keeping Customer Goals in Mind.

Accountability 71

Accountability Management Upselling Enterprise 71

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different? Keeping Customer Goals in Mind.

Accountability 63

Accountability Management Upselling Enterprise 63

Amity

AUGUST 30, 2018

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Accountability 67

Accountability Management Upselling Customer centricity 67

Horizon CX

FEBRUARY 29, 2024

Too often businesses treat customers with minimum effort which comes across as perfunctory— a superficial and routine interaction that lacks genuine care, empathy, or effort to meet the individual needs and expectations of customers. This can lead to higher turnover rates, decreased productivity, and a negative cycle of poor service.

Morale 52

Morale Customer centricity Upselling Feedback 52

CCNG

APRIL 27, 2022

I thought about the warehouse full of employees that were waiting to ship out orders the contact center teams took, and I thought about the dozens of account managers that were depending on the contact center teams to sell products and make their clients happy. I did the same thing with the account managers and clients.

CCNG 195

CCNG Contact Center Scripts Feedback 195

Totango

DECEMBER 20, 2023

This index combines customer satisfaction with ease of use, ease of administration, meeting requirements, user adoption percentage, and the number of reviews received on G2. All the while galvanizing internal collaboration across accounts and facilitating upsell/cross-sell opportunity and execution to grow our book of business.

Enterprise 108

Enterprise Customer centricity Benchmark Upselling 108

ChurnZero

JUNE 15, 2023

Data can be collected through various methods including user analytics, surveys, and customer feedback. Ethan: The biggest benefit, speaking from a CSM’s perspective, is being aware of your customers’ activity prior to meetings. CS is just the most obvious example since CSMs meet with customers regularly.

Accountability 96

Accountability Upselling Analytics Metrics 96

CSM Magazine

DECEMBER 13, 2023

Not Meeting Customers’ Expectations Meeting customer expectations is crucial for maintaining customer satisfaction and loyalty. There are several ways you can bridge this gap: Conduct surveys, gather feedback, or analyze their reviews. Create a system that collects feedback regularly.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

Totango

JULY 19, 2021

They should be quick to understand customer needs and how your product can meet them. . You’ll see how valuable these skills are when your customer success team drives retention, lowers churn, and collects customer feedback. If you only check in with customers weekly or monthly, one representative can handle many accounts.

Upselling 123

Upselling Feedback Surveys Customer advocacy 123

Amity

JANUARY 20, 2017

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Accountability 72

Accountability Management Upselling Customer centricity 72

Totango

AUGUST 16, 2022

Then, we’ll offer some tips for using your customer retention management system to meet your customer success goals for each stage of your client’s lifecycle. Other types of apps that may support customer retention include software for dunning management, collecting user feedback, tracking customer loyalty and analyzing client behavior.

Customer retention 98

Customer retention Upselling CRM SaaS 98

Totango

NOVEMBER 23, 2021

They can store customer contact data, identify sales opportunities, schedule sales appointments, record notes from sales meetings and manage sales teams. This, in turn, makes it difficult to intervene with customers who are at risk of churn, as well as challenging to spot upsell opportunities. Your Upsells Are Going Down.

Upselling 91

Upselling CRM Revenue potential Feedback 91

JustCall

MARCH 29, 2022

With new conversation intelligence tools that enable reps to be proactive and aim at growing accounts rather than just minimizing churn, they’re becoming a force to reckon with in revenue operations. . Subscription-based models do not limit customer relationships to one-time transactions and open the door to numerous upsell opportunities.

Customer Experience 98

Customer Experience Upselling Coaching First call resolution 98

Totango

MAY 6, 2022

We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. An average result indicates that the customer relationship is strained, placing the account at risk of churn. Usage : How often do customers use their accounts, what features do they use, and how long per session?

Best practices 116

Best practices Metrics Upselling Journey mapping 116

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

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. What a fantastic model!

Sales 111

Sales Customer Experience Upselling Self service 111

Totango

AUGUST 11, 2021

For example, if data indicates that a customer has not completed their account profile, a workflow can be triggered which sends the customer a reminder and a link to a tutorial on how to finish their profile. Use Customer Feedback to Refine Products and Services.

Best practices 117

Best practices Customer Experience Upselling Interactive Voice Response 117

Lumoa

FEBRUARY 9, 2023

Long-term actions are based on the analytics results of customer feedback. Later, communicate the changes and improvements you’ve done based on customer feedback back to your customers. Acting on customer feedback doesn’t mean doing one thing. upselling to the most loyal customers) Process changes (e.g.

Customer Experience 178

Customer Experience B2C Journey mapping B2B 178

ChurnZero

FEBRUARY 29, 2024

You’ll also unlock a goldmine of insights and signals that can predict customer behavior, identify potential churn, and uncover upsell opportunities. Jaclyn: The summarization feature that a lot of existing tools currently have is interesting, such as the notetaker that comes with me to every single Zoom meeting.

Brand ambassadors 52

Brand ambassadors Upselling Metrics Engineering 52

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. Everyone started looking at the dollars and focusing on these upsells.

Upselling 98

Upselling Metrics SaaS Sales 98

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. Everyone started looking at the dollars and focusing on these upsells.

Upselling 97

Upselling Metrics SaaS Sales 97

Totango

NOVEMBER 25, 2020

Feedback metrics like NPS and CSAT scores. 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. Product usage and adoption metrics. Sales history.

CRM 107

CRM Upselling Metrics Accountability 107

Call Experts

OCTOBER 5, 2023

Whether it’s a contact center for doctors or accountants , these customer service hubs are not merely cost centers but vital touchpoints for building and maintaining strong customer relationships. Gathering Valuable Insights Call centers generate a wealth of data and customer feedback. Ongoing coaching and feedback mechanisms.

Contact Center 105

Contact Center Call Center outsourcing contact center solutions 105

Call Experts

APRIL 8, 2024

Whether it’s a contact center for doctors or accountants , these customer service hubs are not merely cost centers but vital touchpoints for building and maintaining strong customer relationships. Gathering Valuable Insights Call centers generate a wealth of data and customer feedback. Ongoing coaching and feedback mechanisms.

Contact Center 52

Contact Center Call Center outsourcing contact center solutions 52

Totango

DECEMBER 3, 2021

Customer Satisfaction: What feedback are you receiving from customers in the form of CSAT, NPS, CSM sentiment, and satisfaction scores? Totango offers two ways to calculate and track customer health: Account Health and Multidimensional Health. Account Health . Account Health . Multidimensional Health .

Metrics 92

Metrics Accountability Upselling Enterprise 92

ClientSuccess

MAY 4, 2021

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?

Journey mapping 52

Journey mapping Upselling Accountability Feedback 52

ChurnZero

AUGUST 27, 2021

Customer Success Managers (CSMs) are responsible for collecting and analyzing customer feedback, managing customer communications, and setting up self-service resources. During the QBR meeting, the CSM highlights product usage and performance compared to the original success plan created during onboarding. Define Unique Success KPIs.

Metrics 98

Metrics Upselling B2B Accountability 98

SmartKarrot

OCTOBER 5, 2023

Businesses today strive to get growth from existing accounts and, the role of Enterprise Account Management has come to the forefront in that regard. Moving parts in Enterprise Account Management Enterprise Account Management is the central function within organizations tasked with managing and growing revenue with existing customers.

Enterprise 10

Enterprise Accountability Management Upselling 10

SharpenCX

FEBRUARY 24, 2023

Meet your customers where they are. How to Hyperpersonalize Customer Experiences Use data to understand your customers Make use of technology Support your agents Meet customers where they are Let’s take each of these a step further. Provide constructive feedback based upon call recordings. Meet your customers where they are.

Banking 76

Banking Personalization Customer Experience Chatbots 76

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. They must be able to meet deadlines by prioritizing tasks, budgeting time, and disciplining themselves.

Management 90

Management Upselling Coaching Best practices 90

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. For without it would be impossible to deliver value to your customers at scale and meet your business goals. Turn down the churn rate.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

Totango

MAY 3, 2019

Plus, current customers are more likely to make major purchases or upsells. It’s the best way to deliver on sales promises and meet high customer expectations. Record customer feedback and make sure management reviews it, as feedback provides invaluable data that can help you identify bottlenecks along the customer journey.

Enterprise 78

Enterprise Upselling Feedback Advertising 78

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Customer satisfaction and feedback surveys. Upsell purchases. Elicit frequent feedback. Social media posts.

SaaS 105

SaaS Journey mapping B2B Feedback 105

Totango

MARCH 4, 2022

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. B2B customer success management is a strategy for promoting outcomes that meet client goals. B2B customer service may be manual or automated.

B2B 91

B2B Customer Service Interactive Voice Response B2C 91

Totango

JUNE 4, 2019

According to research by workplace collaboration specialist Atlassian, less than 1 in 5 people believe companies listen to their feedback. Whenever a customer offers feedback, they are giving you an opportunity to make them happy—or at least happier. Be sure you are capturing feedback at multiple levels as well.

Upselling 77

Upselling Feedback Enterprise Surveys 77