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. There are a few things that differentiate customer success from account management. Pick and choose from strategies that make the most sense for your customers.

Accountability 65

Accountability Management Upselling Education 65

ShepHyken

JUNE 7, 2021

strategy+business) In a recent PwC customer survey, almost 60% of B2B customers reported they had never had an experience with a brand that made them feel special. How to Upsell and Cross-Sell (4 Best Practices) by Jared Atchison. Depending on how you promote your products or services, you may have to adjust your marketing strategies.

Customer Service 334

Customer Service Customer centricity Government Upselling 334

ShepHyken

JUNE 8, 2023

This week, we feature an article by Sage , an international company that helps organizations of all sizes with accounting, payroll, and payment solutions. Sage is a global software company that provides accounting, payroll, and payment solutions for businesses of all sizes.

Customer Experience 156

Customer Experience Upselling Accountability Feedback 156

ClientSuccess

DECEMBER 14, 2021

CSMs are becoming more and more involved in the customer renewal and/or upsell process alongside sales team members because they are intimately familiar with how the customer is using a product and the value they see from the solution. The post CSM Renewal Survey Strategy appeared first on ClientSuccess. Q: Is there growth potential?

Surveys 90

Surveys Upselling Sales Accountability 90

SmartKarrot

NOVEMBER 24, 2023

In the dynamic realm of B2B, where every move counts, mastering the art of upselling is no longer a mere choice but a strategic imperative. In this discourse, we’ll unravel seven B2B upsell strategies that, in my experience, work wonders for boosting Net Revenue Retention (NRR) and fortifying customer relationships.

Upselling 10

Upselling B2B Education Analytics 10

Totango

AUGUST 25, 2022

Six Customer Engagement SaaS Strategies That Work. For software service providers, customer engagement SaaS strategies play a central role in a successful business model. In this article, we’ll offer some tips for a winning customer engagement SaaS strategy. What Is SaaS Customer Engagement?

SaaS 96

SaaS Upselling Metrics Journey mapping 96

CSM Practice

NOVEMBER 4, 2020

However, business growth cannot be achieved by simply implementing upsell and cross-sell strategies. Ergo, imposing proactive customer expansion strategies can be beneficial not just for the customers, but ultimately for a company to survive. Upsell Campaign : Low-touch focused and discount-driven expansion campaign.

Upselling 75

Upselling Sales Accountability Service level 75

Amity

AUGUST 26, 2015

Hey, I’m referring to Upselling! Ever try to explain to someone what upsell means? Arguably one of the most recognized promotional tag lines of our time, I’ll bet that people don’t realize the McDonald’s suggestion is pure, shameless upsell. If upsell is fries, then cross-sell is fish. SaaS Click To Tweet.

Upselling 88

Upselling Management SaaS Customer retention 88

JustCall

FEBRUARY 28, 2020

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. This blog post will give you a complete idea of an Account Manager job description.

Accountability 52

Accountability Management Finance Upselling 52

CSM Practice

JULY 6, 2020

After all, the very motive of these companies is to adapt to the situation, and further improve the overall performance through expansion selling strategies. Acknowledging the changing sentiment in the current market will make for better strategies for approaching customers. 1. Fewer New Prospects. 4. Overwhelming messaging.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

After all, the very motive of these companies is to adapt to the situation, and further improve the overall performance through expansion selling strategies. Acknowledging the changing sentiment in the current market will make for better strategies for approaching customers. 1. Fewer New Prospects. 4. Overwhelming messaging.

SaaS 71

SaaS Upselling Accountability Sales 71

CustomerSuccessBox

MARCH 15, 2022

So let’s deep dive into Customer Success, Customer support and Account management. Delivering value to the customers through the product’s abilities and customer experience while also staying intact with the brand image and looking for upsell opportunities every moment. What is Account Management? What is customer success?

Accountability 52

Accountability Customer Support Management Upselling 52

Totango

FEBRUARY 28, 2020

Creating a strong customer engagement strategy makes sure every interaction delivers that value. At the same time, an effective engagement strategy incorporates much more than 1:1 touchpoints, and considers engagements such as 1:many opportunities, including communities, events, advocacy, and learning. Anticipating customer need .

Customer centricity 93

Customer centricity Metrics Upselling Enterprise 93

ShepHyken

DECEMBER 9, 2022

The ad highlights how easy it is to open a checking account with your institution. . The customer responds by saying they want to open a checking account with your institution and asks for the next steps. Increased cross-selling and upselling opportunities . What is a contact center CRM? . Reduced customer churn .

Sales 308

Sales CRM Contact Center Customer retention 308

Influitive

MAY 12, 2016

That’s one reason why account-based marketing has become a popular strategy in recent years. Instead of “spraying and praying” broad marketing messages, ABM requires brands spend time crafting ultra-personalized campaigns targeted at specific accounts. Learn how to make your account-based marketing more effective with advocacy.

Accountability 61

Accountability Marketing B2B Customer advocacy 61

Totango

JANUARY 9, 2020

Companies today are instead looking to implement a customer expansion strategy. What is a Customer Expansion Strategy? . An effective customer expansion strategy starts by taking the time to understand what your customers wish to achieve by using your product. Tips for Improving Your Customer Expansion Strategy.

Upselling 65

Upselling Best practices Accountability Personalization 65

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

Education Services Group

NOVEMBER 25, 2019

Instead, they’re simply “rebranding” their Account Managers as Customer Success Managers with little to no training or transition. Customer Success and Account Management Serve Different Purposes. The main purpose of an Account Manager is twofold. In general, Account Managers are in a sort of “standby” position.

Accountability 59

Accountability Management Upselling Sales 59

ClientSuccess

JUNE 17, 2019

In today’s world of SaaS customer success, most CSMs and/or Account Managers are held to some sort of revenue goal. Whether that revenue comes from an upsell, cross-sell, expansion, or something else, it’s still new revenue attributed to the customer. This is what’s commonly known as joint account planning.

Accountability 42

Accountability Upselling SaaS Feedback 42

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

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

CSM Practice

FEBRUARY 12, 2020

Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. However, most companies are at a disadvantage because they use the same sales strategy for both new and existing customers. Expansion Selling Strategy Framework.

Upselling 52

Upselling Customer centricity Sales Accountability 52

ChurnZero

AUGUST 11, 2020

Did you know that 60% of SaaS companies reported a negative impact on customer retention and upsell deals due to the pandemic? The goal of this article is to show you options and maybe trigger some thoughts or new ideas around different customer retention strategies that you can employ before the next wave hits. . #1. Train to Listen.

Customer retention 97

Customer retention Chief Customer Officer SaaS Accountability 97

Netomi

NOVEMBER 14, 2022

Based on usage analytics as well as knowledge gleaned from previous interactions, AI can access relevant customer data from back-end systems to arm an agent with unique insights to unlock upsell or cross-sell opportunities. The post Tackling the Sprawling SaaS Landscape with a Robust CX Strategy appeared first on Netomi.

SaaS 52

SaaS Multichannel Upselling Chatbots 52

Kapta Customer Success

OCTOBER 2, 2017

The terms Key Account Management and Customer Success are often used interchangeably within organizations. However, while the two strategies share a few common goals, they are completely different in their implementation. Key Account Management Versus Customer Success. Relevant Industries.

Accountability 40

Accountability Management B2C Upselling 40

Totango

AUGUST 16, 2022

Customer retention software has become essential for effective SaaS customer success strategies. Identifying customers in the market for upsell offers and referral invitations. Aligning Your Customer Retention Goals with Your Customer Success Strategy. Customer Retention Software Cuts Down Client Churn.

Customer retention 98

Customer retention Upselling CRM SaaS 98

Totango

FEBRUARY 10, 2021

A customer success strategy is a proactive plan for guiding your clients to outcomes that satisfy their needs. In this guide, we’ll lay out a seven-step customer success strategy you can use to promote winning outcomes for your clients: Prioritize a culture of customer success. Proactively guide customer growth.

Customer retention 84

Customer retention Journey mapping Benchmark SaaS 84

CustomerSuccessBox

APRIL 29, 2022

Plan the best SaaS Retention strategies that ensure customers stay with you for long. SaaS retention strategies that work help you turn hard-won consumers into long-term customers, and long-term customers into powerful advocates! 10 Best SaaS Retention strategies for your business! Offer discounts on upsells to loyal customers.

SaaS 52

SaaS Customer retention Metrics B2B 52

TeamSupport

JUNE 29, 2023

They present an opportunity to introduce upsells to products, add new features to products, include a subscription plan to further engage them. TeamSupport’s Customer Pipeline strategy reviews the entire customer journey in your business. Support Next is to create a system of "support" within the Customer Pipeline strategy.

Upselling 97

Upselling Metrics Chatbots Customer Support 97

ChurnZero

JULY 9, 2020

Even if you don’t have a dedicated Customer Marketing role yet, there are activities and strategies your Customer Success and Marketing teams can work together to employ. These personalized sessions focus on the customer’s strategy around using their newly learned functionality. Uncover Opportunities With Upsell Campaigns.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

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

CustomerSuccessBox

JUNE 24, 2022

Covering some solid customer success strategies that can help elevate the customer retention process of your SaaS business thereby reducing churn and increasing the recurring revenue. It helps companies keep up with the accounts they’ve closed, and maintain, retain, and expand them. Here are a few strategies to boost user engagement-.

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

Totango

JANUARY 4, 2019

‘Customer-centric’ no longer just refers to a marketing strategy—it’s a whole economy. Now more than ever, winbacks, upsells, renewals, referrals, and feedback cannot be passive items on a checklist. The Top 5 Customer-Centric Marketing Strategies for SaaS Companies. It’s a way of thinking. Talk as often as you can.

Customer centricity 79

Customer centricity SaaS Marketing Enterprise 79

CSM Magazine

DECEMBER 13, 2023

Lack of Cross-Sell and Upsell Capabilities This gap involves using strategies that integrate sales opportunities into customer interactions. Here’s how you can bridge this gap: Provide comprehensive training for customer service representatives that focus on cross-selling and upselling.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

ClientSuccess

FEBRUARY 8, 2023

The Account Executive (AE) that closed the initial – new logo – sale continues to collaborate with the CSM throughout the relationship and owns any expansion opportunities and the renewal. I’ve seen several titles associated with this role – Account Manager (AM), Renewals Specialist, Customer Account Executive, Client Executive, etc.

SaaS 71

SaaS Upselling Accountability Sales 71

Totango

FEBRUARY 6, 2020

Remember, the journey is not linear; a customer might experience escalation during adoption or circle back to onboarding due to an upsell. With a glance, you should be able to prioritize accounts by potential value, customer health, and proximity to key milestones. Create a free trial account to get started today.

Enterprise 92

Enterprise Customer centricity Metrics Upselling 92