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. Customer Success teams drive user adoption and engagement through onboarding, training, and a compelling user experience.

Accountability 67

Accountability Management Upselling Customer centricity 67

ClientSuccess

OCTOBER 2, 2019

We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. The ultimate difference between a Customer Services Manager and an Account Manager is both in their area of concentration and how each target their customers. . Let’s talk about Account Managers first.

Accountability 47

Accountability Management Upselling SaaS 47

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. Customer Success teams drive user adoption and engagement through onboarding, training, and a compelling user experience.

Accountability 72

Accountability Management Upselling Customer centricity 72

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)? What Is a Customer Success Manager (CSM)?

Management 91

Management Upselling Coaching Best practices 91

Cincom

MAY 8, 2024

Managing sales processes across large organizations is complex. With advanced guided selling, deal management, and configuration capabilities, CPQ enables enterprises to scale sales operations, increase efficiency, and improve customer relationships. Centralized Pricing Management: Pricing data gets consolidated within CPQ.

Enterprise 52

Enterprise Sales CRM Engineering 52

CustomerSuccessBox

MARCH 10, 2022

The role and responsibilities of these two separate operations-“ Client Service Manager ” and “ Client Engagement Manager ”-differ. Who is a client service manager? How to become a client service manager? This role expects a candidate with a bachelor’s degree in accounting or business management to get selected.

Management 52

Management Upselling B2B Sales 52

Outsource Consultants

MARCH 29, 2021

But not all outsource call center partnerships are created equal — and they all require management. You can’t expect BPO agents dealing directly with customer complaints to maintain the same CSAT scores as those handling account upgrades, for example. Managing BPO Vendor Best Practices.

Management 76

Management Calibration Call Center Average Handle Time 76

CustomerSuccessBox

JUNE 8, 2022

We, at CustomerSuccessBox , spoke to some of the Top Customer Success Influencers to know how they manage churn! Check out Irit’s interview where she gives insights into how you can manage churn efficiently. . And so you want to do net retention rate, which is the revenues minus the down-sell minus the churn plus the upsells.

Management 52

Management Upselling Accountability Metrics 52

CustomerSuccessBox

MARCH 10, 2022

There is a need for managing brand loyalty to the clients and that’s why you need a client success manager. Also called as a client service manager! Roles and responsibilities of a Client Success Manager. Suggested Read : Responsibilities of a Customer Success Manager. Resolve their issues.

Management 52

Management Customer retention SaaS Customer advocacy 52

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. Designing and implementing the perfect playbook for managing large-scale clients is crucial to ensuring consistent customer experience and business growth.

Enterprise 10

Enterprise Accountability Management Upselling 10

CSM Magazine

JULY 28, 2021

This is where company management processes come in. However, expense management is difficult and the chances of human error are astronomical. This is why most businesses today rely on expense management software to streamline and automate their accounting process. Financial Processes. Human Resources Processes.

Management 52

Management Finance Upselling Accountability 52

CSM Magazine

DECEMBER 13, 2023

To access real-time data, integrate customer service platforms, such as CRM, order management, or inventory. To improve work conditions and employee engagement and development, here are some things to do to keep your agents from leaving: Implement an effective onboarding program to make sure that new employees are well-trained.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

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. Let’s talk about cross-selling. Be Confident.

Sales 98

Sales Upselling B2C Best practices 98

aircall

FEBRUARY 1, 2021

Have you ever looked at a high-performing sales team and wondered what kind of sales team training empowered them to be the best? spend over $70 billion on sales training every year. As you develop your sales team training program, you’ll need to have a good understanding of the purpose and goals of the training.

Best practices 62

Best practices Sales Call Center Coaching 62

SmartKarrot

AUGUST 31, 2023

While every company intends to grab more business from existing clients, the key account management playbook can help streamline these efforts. What is Key Account Management? With key account management, companies can pay attention to their important existing clients.

Accountability 10

Accountability Management Upselling Customer retention 10

CustomerSuccessBox

APRIL 27, 2022

For that to happen, you must hire the best Customer Success Manager (CSM). 7 best Practices to hire a Customer Success Manager (CSM). For instance, a CSM may be expected to take care of sales by cross-selling and upselling and on the other hand, it may also be expected to look after the support tickets. Collaborative efforts.

Best practices 52

Best practices Management Upselling Sales 52

CustomerSuccessBox

MAY 31, 2021

The Customer Success Manager has an integral role in ensuring healthy Customer relationships by evaluating and analysing the customer needs and acting as a customer advocate to promote customer loyalty. With that said, let’s look at the answer to the most fundamental question, as to how many Success managers should a SaaS company really need?

Management 52

Management SaaS Customer advocacy Accountability 52

Vcaretec

JUNE 6, 2022

We plan for the peak days , we have a rigorous process for both long-form customer support calls and 30-second quick-resolution calls, and we train our staff to identify upsell and cross-sell opportunities naturally during support interactions. Ensure that your agents are trained to spot upsell and cross-sell opportunities.

Customer Care 96

Customer Care Upselling Accountability Customer Support 96

CustomerSuccessBox

JANUARY 10, 2022

Customer Success Manager job description: As a CSM (Customer Success Manager), your role is to maintain a good relationship and the satisfaction of your existing customers while developing the customer portfolio. You train them on the acquisition of new skills to allow them to be autonomous on certain subjects.

Management 52

Management Surveys Customer advocacy Accountability 52

CustomerSuccessBox

FEBRUARY 14, 2019

The searches for the keyword ‘ Role of a Customer Success Manager ’ have been increasing since the last few years. As companies around the world are getting aware of the importance of Customer Success, the demand for seasoned Customer Success Managers (CSMs) is also increasing exponentially. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

Quality Contact Solutions

MAY 13, 2021

Upselling to current customers has proven to be a productive and efficient way to increase the account and order size because an existing customer is the best prospect. Given the workforce dynamics today, placing additional work on current team members to manage open territories while finding the right staff is too much.

Telemarketing 92

Telemarketing Healthcare outsourcing Upselling 92

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. After starting in a frontline Support Role, I earned the opportunity to move into people management as a Support Leader.

Sales 111

Sales Customer Experience Upselling Self service 111

CustomerSuccessBox

JUNE 24, 2022

It helps companies keep up with the accounts they’ve closed, and maintain, retain, and expand them. User engagement strategy forms the foundation of customer success management, and this user engagement journey continues throughout the lifetime of the customer. Upselling the right way. Check out SaaS upsell strategies.

Upselling 52

Upselling SaaS Customer advocacy Metrics 52

ClientSuccess

DECEMBER 19, 2022

Training & Education Playbook: CSMs need to be able to provide customers with information and resources on a variety of topics, from product features to best practices. An upselling & cross-selling playbook can help CSMs identify the right timing, products, and messaging that can help them successfully close additional deals.

Upselling 72

Upselling Education Best practices Sales 72

SharpenCX

APRIL 28, 2021

And in fact, I kept thinking about what makes a good manager and how leaders can use lessons from Schitt’s Creek to not only improve community among their teams but to improve individual performance, too. Johnny Rose, business extraordinaire, imparted tons of business wisdom on Stevie, the Rosebud Motel owner and manager.

Management 67

Management Coaching Construction Contact Center 67

Amity

DECEMBER 14, 2016

Some teams are responsible for onboarding and training. Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. At InVision , our customer success team is responsible for managing the relationships with our most important users: Enterprise customers. Monday is that day for me.

Management 84

Management Finance Enterprise Accountability 84

Amity

MARCH 15, 2018

When it comes to measuring our own success as a Customer Success Manager, it is absolutely critical to keep in mind the importance of various goals and KPIs , like CSAT metrics and more. Some of your immediate options might be enlisting the help of your Manager or figuring out how to work towards it. Where To Start?

Management 69

Management Metrics Accountability Surveys 69

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

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

Interactions

JUNE 24, 2022

Promotional offers that are segmented, personalized, and delivered during the appropriate time in the customer life cycle are also an important communication your IVA should manage. Handle product support inquiries and increase upsell opportunities. Handle product support inquiries and increase upsell opportunities.

Wait times 62

Wait times Self service Upselling Accountability 62

Calltools

OCTOBER 19, 2022

This year will likely be the same, so contact center managers must prepare for the holiday rush. Train Contact Center Agents. With proper training, you can improve experiences for both agents and customers. Training will also reduce call duration times and unnecessary line transfers. Utilize Remote Employees.

Contact Center 52

Contact Center Gamification Upselling Scripts 52

Quality Contact Solutions

MARCH 11, 2021

Cross-sells & Upsells: Do you have a group of accounts that your team cannot make contact with consistently? QCS offers to upsell and cross-sell telemarketing service programs designed to engage your customers and grow the value of their account.

Telemarketing 98

Telemarketing Sales Upselling outsourcing 98

ClientSuccess

MAY 10, 2022

This includes the initial contract, of course, and any upsells, expansions, and renewals that may occur. Second, there is the value a customer account can bring outside of traditional revenue. Then, think about upsell potential (especially if the customer only purchased a few licenses but has a large user population).

Upselling 59

Upselling Metrics Accountability Sales 59

DMG Consulting

AUGUST 10, 2023

These capabilities can help agents enhance and grow relationships with customers by suggesting upsells or new products. Knowledge about the customer and their preferences can be retrieved and incorporated through integrations with a customer relationship management (CRM) solution or other servicing system.

Upselling 48

Upselling Scripts Average Handle Time Coaching 48

Amity

MARCH 24, 2017

Most companies have revenue engines that run on delicately intertwined gears of new logos, retention and upsell/cross-sell. My goal at Influitive was to systematically increase retention and to create growth opportunities within existing accounts. Explore potential areas for growth within an account early and often.

Accountability 56

Accountability Engineering Metrics Upselling 56

Expivia

APRIL 1, 2021

There is a minor debate in the call center and quality management circles on whether it is best to use live calls or recorded calls when evaluating call center associates in a center. If an associate is not using a proper greeting, disclosure, upsell, or close we need to fix that right away. These help all the associates succeed.

Quality management 52

Quality management Call Center Management Coaching 52

CSM Practice

NOVEMBER 4, 2020

However, business growth cannot be achieved by simply implementing upsell and cross-sell strategies. Manager, Customer Success Operations from Veriforce joined us in our recent Customer Success Executives Roundtable and discussed Proactive Customer Expansion Strategies. Chris Swider, Director of Customer Success, and Andre Guidry, Sr.

Upselling 75

Upselling Sales Accountability Service level 75