ChurnZero

MARCH 20, 2023

If you want to keep the peace at the dinner table, three things should never be discussed: religion, politics and who owns customer renewals and expansions. We put these two questions to respondents in our most recent 2022 Customer Success Leadership Study published late last year. Who owns customer renewals? said other.

Accountability 52

Accountability Sales Management SaaS 52

Kapta Customer Success

AUGUST 21, 2023

So, it’s essential that we take this into consideration as we build out our teams, expecting to have powerful outcomes from our KAMs. She walked us through the elements of a key account management (KAM) compensation program and how to build your own effective plan. Not all comp plans are created equal.

Best practices 52

Best practices Accountability Management Sales 52

Totango

DECEMBER 7, 2023

Merging sales and customer success (CS) is a delicate art that is often challenging but necessary for driving business results and creating a frictionless customer journey.

Sales 92

Sales Enterprise Best practices Metrics 92

ChurnZero

DECEMBER 15, 2020

Criteria Corp’s Customer Success Team (and a few furry friends). Criteria Corp’s Customer Success Team is primarily based in Los Angeles, but includes team members across the US (Chicago, Denver.). Learn what Patrick Blanton, Vice President of Customer Success shared about his team.

Accountability 98

Accountability B2B Customer centricity SaaS 98

Totango

JUNE 3, 2022

Customer success email templates form a foundation for effective CS automation. While customer success management can result in a rewarding payoff, it can also be very time-consuming if you don’t use the right strategies. Customer check-ins. Sales to Customer Success Handoff Email Template.

Feedback 112

Feedback SaaS Surveys Accountability 112

LiveChat

SEPTEMBER 19, 2018

Companies that take customer service seriously and make it a priority in the early stages of existence, shouldn’t forget about customer success management. It’s often mistaken with customer support, so let’s clarify. Customer success management is the next layer on the top of a successful customer support team.

SaaS 106

SaaS Management CRM Sales 106

aircall

OCTOBER 17, 2022

As your start planning for the coming year, optimizing your sales win rate is probably a top priority. How to Define Your Sales Win Rate. As our partners at Richpanel share, “Win rate is not just a sales team’s metric. Product managers can use it to get a feel of which capabilities resonate most and which the least.“.

Sales 117

Sales Gamification Metrics Accountability 117

JustCall

MARCH 28, 2023

Want to set your sales team up for success? When you’re dealing with remote sales teams placed in different corners of the globe, it can be particularly challenging to meet targets. As a sales leader, it is difficult to craft a sure-shot plan on how to manage a remote sales team.

Sales 52

Sales Management Morale Employee engagement 52

Totango

NOVEMBER 27, 2023

We know that sales and customer success (CS) teams must work together to drive revenue growth and expansion. How teams accomplish this challenging dance, however, is an ongoing question. This ensures smooth transitions and handoffs between teams as well as a frictionless experience for customers.

Sales 71

Sales Enterprise Accountability Metrics 71

Help Scout

MAY 27, 2021

When considering customer success and account management, it’s valuable to consider them as complementary teams rather than interchangeable groups or, worse, competitors. What is customer success? There are a few things that differentiate customer success from account management.

Accountability 65

Accountability Management Upselling Education 65

JustCall

FEBRUARY 28, 2020

Is your customer on the verge of breaking the long term promised relationship with you? Or, Are you looking for an Account Manager job description that can take you through your interview? Well, whether you yourself are going to take up the role of an Account Manager or you are looking out for hiring one.

Accountability 52

Accountability Management Finance Upselling 52

Integrity Solutions

NOVEMBER 29, 2022

While investing in sales training can produce a range of benefits, all of us in sales know it all boils down to the bottom line. Here are the sales training metrics you should be using to measure your success. How to Determine Sales Training Metrics. And that can jeopardize future budgets.

Metrics 87

Metrics Sales Coaching Accountability 87

ChurnZero

OCTOBER 22, 2021

Customer Advocacy: How to Get Your Customers and Customer Success Team Invested. But as you acquire more customers, you’ll no longer be able to passively manage these lead and brand-building sources. ChurnZero virtual RYG panelists included: Nicole Barker , Head of Customer Success at Conductiv.

Customer advocacy 96

Customer advocacy SaaS Benchmark Healthcare 96

aircall

MAY 15, 2017

The purpose of Hunting is to go out in the world, identify potential customers and close deals – this is the main mission and purpose of the Sales team. They contribute to the company’s bottom line by consistently adding new customers. Hunting and farming: How Sales and Success thrive together.

Sales 88

Sales Accountability Engineering APIs 88

JustCall

MAY 26, 2022

JustCall ( [link] ) is a cloud-based phone system for sales and support teams. We are growing fast – 5x last year – so we are expanding our Inside Sales Team to help us accelerate our growth. Our sales cycle is pretty short & sorted. – Give product demos and training to new customers.

Sales 98

Sales SaaS Accountability Engineering 98

ClientSuccess

OCTOBER 25, 2022

As the role of a Customer Success Manager has become more and more essential to the ongoing growth and success of both customers and overall organizations, the ongoing responsibilities of CSMs have also evolved. What is a customer account review? Tips for hosting a successful account review.

Accountability 74

Accountability Upselling Metrics Sales 74

CustomerSuccessBox

MARCH 15, 2022

So let’s deep dive into Customer Success, Customer support and Account management. What is customer success? The initiative was taken by the business to assist the clients or the customers to effectively use its products and plan the business operations to be empowering and successful.

Accountability 52

Accountability Customer Support Management Upselling 52

ClientSuccess

DECEMBER 12, 2022

In today’s competitive customer success landscape, it is essential that CSMs are adequately and appropriately compensated for their work. Read further on why this structure can be beneficial when building out your ClientSuccess team! Payday Vectors by Vecteezy.

Management 87

Management Accountability Sales Upselling 87

ClientSuccess

MARCH 2, 2021

This is especially true for Account Executives and Customer Success Managers – two roles that work extremely close with customers (and each other) and tend to be rolled into one when thinking about customer account management . Here are three important differences between CSMs and AEs: 1.

Accountability 62

Accountability Management Upselling SaaS 62

Integrity Solutions

MAY 1, 2023

Just as emotions can affect a salesperson’s behavior, they also affect a customer’s buying behaviors. That’s why, time and again, we see that high emotional intelligence, or EQ, can make the difference when it comes to building lasting, high-value customer relationships. So What is Emotional Intelligence in Sales?

Sales 87

Sales Coaching Personalization Management 87

aircall

OCTOBER 6, 2021

One of the best strategies for increasing engagement and retention is to refine your sales onboarding process. In this article, we’ll look at effective sales onboarding and how it can fundamentally improve the new hire experience for your sales professionals. Defining Effective Sales Onboarding.

Sales 117

Sales Scripts Best practices Feedback 117

Nicereply

MARCH 16, 2022

Customer Experience departments are the shapeshifter departments of an organization. Every company seems to understand and define customer experience differently and measure it with unique KPIs. She had a very unique solution to this structure: incorporating Sales into the Customer Experience team.

Sales 111

Sales Customer Experience Upselling Self service 111

Integrity Solutions

MAY 24, 2023

What Is Sales Training? Sales Training – at its heart – should be about learning to uncover and identify customer needs, thus creating value and providing service. Selling is about helping customers make buying decisions that are in their best interests. What does “success” look like?

Sales 52

Sales Coaching Accountability Personalization 52

Integrity Solutions

AUGUST 13, 2021

Great sales team coaching takes specific knowledge and functional expertise to build a successful team. On their own, these aren’t enough to bring out the best in their sales teams and help them achieve their full performance potential. Emotional and Social Intelligence for Sales Coaches. Here’s why.

Coaching 111

Coaching Sales Construction Accountability 111

CustomerSuccessBox

MARCH 17, 2022

You should connect your company’s targeted outcomes to your client’s desired outcomes in order to do so in a customer-centric manner. Use the Customer Success Playbook to synchronize those two sets of objectives. Customer Success playbooks are one approach to accomplish this.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

JustCall

JUNE 28, 2022

In this pandemic economy, more businesses are now left asking “how to build an SDR team that performs optimally” So, how do you do it? Although there is no one ‘perfect’ sales team structure, the two crucial engines usually present are: SDRs – Sales Development Representatives AEs – Account Executives.

Sales 98

Sales CRM Accountability Scripts 98

Quality Contact Solutions

MARCH 11, 2021

At Quality Contact Solutions , we believe our company exists because sales drive the world. Quality Contact Solutions is no different, and proud to be part of the sales world that keeps our economy running. Our focus centers around offering telemarketing services that help increase sales and support customers all across the U.S.

Telemarketing 98

Telemarketing Sales Upselling outsourcing 98

Andrew Mcfarland

SEPTEMBER 24, 2022

Before you jump from sales to project management, there are some things you should know. You should know that you will manage a client’s financials and other details. This is critical since many sales teams find their financials a complete mess when they hand the account over to project management.

Sales 48

Sales Management Construction Upselling 48

Totango

MARCH 21, 2019

Realizing lifetime value from your customers is about generating lifetime value for your customers. That’s the central tenant of the customer success approach to business. It reflects the current customer-centered economy that has encouraged customer fluidity and placed greater emphasis on the customer experience.

Enterprise 87

Enterprise Upselling Education Accountability 87

CSM Practice

MAY 28, 2020

What is the average Customer Success Manager Salary? More and more SaaS businesses are realizing the value of having a customer success team to ensure the continued success of their customers. Popular Customer Success Manager Salary Plans. 2. Base + Bonus Plan.

Best practices 126

Best practices Management SaaS Metrics 126

Global Response

MARCH 26, 2024

It streamlines processes, saves money, and improves the overall quality of customer service. While outsourcing BPO services provides a host of benefits, it also comes with the challenges of managing a third-party relationship. It also shows they have successfully managed similar processes and functions you intend to outsource.

Best practices 62

Best practices Management outsourcing Business Process Outsourcing 62

ChurnZero

JUNE 25, 2021

While those of us in Customer Success are intimately familiar with its ins and outs, the field is still relatively foreign to many. As a Customer Success professional, I’m constantly asked, “Well, what does that mean? If you’re in Customer Success, I’m willing to bet you’ve been asked something similar.

Accountability 52

Accountability Customer Support Management Consulting 52

ChurnZero

SEPTEMBER 14, 2021

When asked to sell to customers, Customer Success Managers (CSMs) are often scared of coming off as too pushy or getting a “no.” There’s a common (albeit misplaced) fear among CSMs that sales talk will tarnish their customer’s trust and set fire to the relationships they’ve worked so hard to build. .

Sales 94

Sales Upselling Morale SaaS 94

Nicereply

MARCH 14, 2023

Being a support manager is a demanding job that requires constant learning. These 17 books contain critical lessons that every support manager will benefit from. Every customer support manager has a busy life. Priorities are constantly competing. But one should stand strong among all the others: to keep on learning.

Management 98

Management Call Center Metrics Entertainment 98

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. Here we’ve identified the 13 most essential qualities to consider when hiring a CS manager. What Is a Customer Success Manager (CSM)?

Management 93

Management Upselling Coaching Best practices 93

CustomerSuccessBox

OCTOBER 4, 2018

Every SaaS company knows how important Customer Success is and what results it can bring if implemented properly. However, since it is a comparatively new field, there are many different ideas, thoughts on how one should be building a customer success team so that it can have a big impact on the bottom-line.

SaaS 77

SaaS Customer retention Accountability Consulting 77

JustCall

APRIL 13, 2020

Start with your remote sales teams, first. In this blog, we will share some hacks and tips sales teams can follow, as they work from home. We spoke to a few leaders and experts from across industries to understand what remote sales practices, and hacks they are using. Our CRM manages this process for us.

Sales 98

Sales CRM Analytics Chatbots 98