Totango

SEPTEMBER 1, 2022

QBRs in SaaS usually involve business clients, particularly clients with larger accounts, requiring more attention. In general, QBR meetings help ensure that SaaS clients receive the value they’re paying for from their software provider, promoting higher subscription renewal, upsell, and referral rates.

SaaS 98

SaaS Journey mapping Upselling Best practices 98

Totango

AUGUST 23, 2022

Then, we’ll consider why B2B touchpoints are useful for customer success teams and why mapping them out is such a powerful strategy. Finally, we’ll offer some guidelines on how to structure your B2B customer journey map around key touchpoints and how to use technology to automate an effective touchpoint management strategy.

B2B 116

B2B Journey mapping SaaS Engineering 116

Totango

APRIL 2, 2019

It’s a journey that promises recurring value, and it’s your job to make sure that every step of the way leaves a positive impression on the customer. Through customer journey mapping. This is also a good time to add upsells to accounts that have high customer health scores. Gather Feedback.

Journey mapping 105

Journey mapping Upselling Accountability Feedback 105

Totango

MAY 10, 2022

Regular usage of accounts and product features. Trials of upsell products. Promoting product usage increases the value clients derive from your product, increasing the likelihood of renewals, upsells, and referrals. An engagement strategy promotes client actions and activities such as: Completion of onboarding set-up.

Journey mapping 77

Journey mapping SaaS Enterprise B2B 77

CustomerSuccessBox

SEPTEMBER 7, 2021

The reality is most traditional rule engines use only 1% of data to set up rules as with hundreds of data points, it is impossible for the human mind to comprehend, analyze, correlate and configure rules for Account health and alerts with accurate thresholds. 8 Substantial Investment in Customer Journey Mapping.

Journey mapping 96

Journey mapping Engineering SaaS Upselling 96

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

Totango

FEBRUARY 10, 2021

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. For example, you might segregate all customers who have five or more users on their account.

Customer retention 85

Customer retention Journey mapping Benchmark SaaS 85

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

Totango

AUGUST 18, 2022

Assigning account managers. Activating accounts. Thus, in your customer journey map , onboarding fills in the gap between your customer’s conversion to a premium buyer and their adoption of your product into their daily workflow. Client onboarding procedures typically cover steps such as: Welcoming new customers.

Journey mapping 93

Journey mapping SaaS Upselling Enterprise 93

ChurnZero

OCTOBER 11, 2019

If you decide you want to hit 98% renewed revenue and a certain revenue amount in upsells, commit to doing the necessary activities to reach that number. Know Your Accounts’ Budgeting Timeline. For accounts that are up for renewal in Q4, you should have a good understanding of their budgeting process and timeline.

Journey mapping 66

Journey mapping Upselling SaaS Accountability 66

CustomerSuccessBox

FEBRUARY 23, 2022

How do you know where your consumers are right now in their journey? You do if you have a client journey map. It’s vital to have the map in place so you can figure out when and how to create a CS roadmap. A Customer Success roadmap differs from a customer journey map in a few ways.

Journey mapping 52

Journey mapping SaaS Upselling Accountability 52

SmartKarrot

OCTOBER 17, 2022

Account mining has been an age-old, reliable method for helping businesses derive and extract as much revenue as possible from existing accounts. Therefore, utilizing account mining to drive growth and increased revenue from existing accounts can be extremely effective and beneficial for your business in the long run.

Accountability 10

Accountability Upselling Journey mapping Finance 10

Totango

AUGUST 25, 2022

It increases customer satisfaction and loyalty, driving higher subscription renewal rates, reduced churn, and more sales from upsells and referrals. Customer engagement can occur at any point in your customer journey where clients interact with your brand – before or after purchase. A low NPS tends to indicate low engagement.

SaaS 97

SaaS Upselling Metrics Journey mapping 97

Lumoa

APRIL 28, 2024

You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI. In your CX platform dashboard, you can see how your customers behave across all touchpoints and can personalize your interactions with them based on their behavior and preferences.

Feedback 83

Feedback Consulting Consulting Enterprise 83

Nicereply

FEBRUARY 2, 2024

Customer Experience vs. Customer Service vs. Account Management While there are similarities with other customer-facing initiatives, you shouldn’t confuse customer success with other similar terms. To help you make the distinction, here are brief explanations of customer success, customer experience, customer service, and account management.

Education 59

Education Accountability Customer retention Journey mapping 59

Taylor Reach Group

MARCH 10, 2020

Companies are looking at customer insight, customer journey mapping, CSAT, customer acquisition, data analytics, culture and brand. While the roles may vary widely in their level of accountability, breadth across the organization, or channels (web, store, mobile, call center, etc.), A triple win and worth the effort!

Customer Experience 123

Customer Experience Journey mapping Customer retention Call Center 123

Totango

JUNE 17, 2021

This criteria segments customers based on how many licenses an account is utilizing out of the total number available, an important engagement metric. This can help indicate whether an account is tending toward churn or renewal and what corresponding action should be taken. Account Status. Active Users. Customer Health Score.

B2B 71

B2B Accountability Journey mapping Sales 71

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. In many cases, a dedicated customer success manager is assigned to an individual customer account. B2B customer service may be manual or automated.

B2B 92

B2B Customer Service Interactive Voice Response B2C 92

ChurnZero

OCTOBER 20, 2020

I wanted to share some tips on successfully transitioning from a services-based organization to a core Customer Success offering, with services as an upsell opportunity. You are looking for additional opportunities to upsell products and services and create a consistent and measurable experience for customers.

Journey mapping 52

Journey mapping Calibration Upselling Technical Support 52

Totango

SEPTEMBER 17, 2021

Creates Upsell Opportunities. A free version of your product gives your sales team an opportunity to extend an upsell offer. This can help you refine your understanding of your customer journey map , helping you optimize your customer experience and sales process. What Are the Cons of a Freemium SaaS Model?

SaaS 75

SaaS Best practices Upselling Journey mapping 75

Totango

MARCH 12, 2021

A customer journey map template lays out a path to optimal outcomes promoting client retention. Here we’ll cover an eight-step approach to creating a customer journey map that encompasses all stages of your customers’ experience, including pre-sales and post-sales experiences. Renewal rate. On-time renewal rate.

Journey mapping 66

Journey mapping Upselling Metrics Customer retention 66

Totango

MARCH 26, 2021

Resources: The Customer Journey Map: An Ultimate Guide. Establish a relationship between your customer and their account manager. Extend customers cross-sell and upsell offers. Use in-app messages, email and phone surveys to extend cross-sell and upsell offers. Conversion.

SaaS 66

SaaS Best practices Upselling Education 66

SmartKarrot

APRIL 25, 2023

Internet, Cable & Phone As a Vice President of Customer Success, you’ll by using customer journey mapping and creating standardised interventions for each stage of the trip, define and optimise the customer lifetime. Work together with the sales team to spot chances for expansion and to build customer accounts.

Journey mapping 19

Journey mapping Upselling Accountability Feedback 19

Pointillist

SEPTEMBER 10, 2020

The context is centered on their current goal, which is represented by the journeys they are on, and comprises the entirety of their experience with the company. Take, for example, a customer desiring to move money from one account to another via their mobile phone. As with campaign automation, RTIM often falls short for the customer.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

CustomerSuccessBox

APRIL 6, 2022

Plan the detailed Customer Journey. Create a map of your customer’s journey map from several angles – Now that you’ve spoken with your customers, it’s time to figure out how to help them succeed with your product. Accordingly, assign a CSM. Don’t forget the ‘joint success’ plans.

Customer centricity 52

Customer centricity Journey mapping Feedback Government 52

SmartKarrot

OCTOBER 11, 2022

Role: Director of Customer Success Location: Atlanta, GA, US Organization: hireneXus As a Director of Customer Success, you will optimize each portfolio company customer journey and experience, providing each with a professional and comprehensive Customer Journey Map.

Journey mapping 19

Journey mapping Upselling Accountability Consulting 19

CustomerSuccessBox

JUNE 8, 2022

Either they’re not getting the right results, or they’re struggling with, you know, showing value internally struggling with earn struggling with upselling, actually, I would say that that’s my forte, like value management to customers and increasing upsell. You want to do customer logo churn rate and numbers.

Management 52

Management Upselling Accountability Metrics 52

CSM Practice

OCTOBER 15, 2019

In some cases account executives or account managers are tasked with retention management in addition to their primary responsibilities. Resolving those problems result in increased renewal rate, increased adoption, and easier upsells. Customer-centric journey mapping. 3. Optimize Business Capabilities.

Benchmark 40

Benchmark SaaS Journey mapping Analytics 40

GetFeedback

MAY 9, 2019

This means they operate consistently based on a clear set of values, holding themselves and their teams accountable for their particular ownership of the customer experience. . Customer journey map: A customer journey map summarizes the key interactions that a customer experiences with your brand.

Customer Experience 134

Customer Experience Metrics Journey mapping Feedback 134

Amity

MAY 22, 2016

This includes your vision, goals, customer data, metrics, timetable, journey map etc. Do a quick Google search on “customer success management” or “customer experience management” – here is a great example of a search result that contains the steps to doing customer journey mapping.

Journey mapping 57

Journey mapping Chief Customer Officer B2B SaaS 57

SmartKarrot

MAY 6, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Chevin Fleet Solutions As a Director of Customer Success, you will optimize the CS mission, vision, and customer journey map with the VP of Customer Success & Support. Help foster a company-wide, customer-centric CSM-focused culture.

Journey mapping 19

Journey mapping Coaching Government Upselling 19

Tethr

JULY 29, 2020

All touchpoints must be taken into consideration for a complete account of how your customer feels about your brand, your service and your products. By diving deeper into the interactions that take place after the individual becomes a customer, enjoy greater rates of retention and more cross-sells/upsells as well as their loyalty.

Brand ambassadors 66

Brand ambassadors Upselling Advertising Sales 66

Education Services Group

MAY 11, 2018

take advantage of upsells and cross-sells. The added bonus of vCSMs focusing on low- and middle-tier customers is that existing CSMs can stay focused on key accounts and initiatives. The five big ways vCSMs will supplement your CS team: Customer journey mapping and opportunity discovery. Renewal loss. Lower labor costs.

Journey mapping 40

Journey mapping Best practices Upselling outsourcing 40

Totango

DECEMBER 28, 2020

By proactively managing the customer lifecycle you can pinpoint when customers need help before they ask, identify growth opportunities before renewal time, be alerted to at-risk accounts in enough time to course-correct and more! Identifies at-risk customers and upsell opportunities quickly. Automates playbooks and email campaigns.

Best practices 79

Best practices Upselling Analytics Technology 79

Totango

AUGUST 14, 2020

Your customer is a long-term partner; the two of you are on a journey together. Ideally, this long-term partnership will see your customer reach milestones with your help, expand their use of your product, and upsell or cross-sell in other ways. Everything your customer does generates data.

Enterprise 76

Enterprise Feedback Upselling Accountability 76

delighted

MARCH 4, 2020

CXM also uncovers opportunities to upsell current customers — if you are able to deliver better experiences to customers, then up to 86% of buyers will be willing to pay you more for the same services. Customer journey mapping. to detail their respective touchpoints and produce your company’s unique customer journey map.

Customer Experience 52

Customer Experience Management Journey mapping Surveys 52

JustCall

MAY 14, 2020

Thus tracing the journey map helps your agents to improve and provide a better experience. ’ 86% of senior-level marketers believe that a customer journey map is crucial, a study says. A map can help identify when it is best to escalate a customer email to giving support on call.

Customer retention 52

Customer retention Journey mapping Education Feedback 52