Remove Benchmark Remove Customer Support Remove Journey mapping Remove Upselling
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Medallia vs. Qualtrics vs. Lumoa: A Buyer’s Guide

Lumoa

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. You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI.

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B2B Customer Journey Touchpoints CS Teams Need To Plan For

Totango

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.

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7 Step Customer Success Strategy for Higher Lead Conversion and Customer Retention

Totango

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. Set success goals for each stage of your customer journey map. Segment your customer database for personalized communications.

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The Ultimate Client Onboarding Checklist for CS Teams

Totango

Guiding customers through how to use basic features. Describing where to access self-service and customer support tools. Educating the customer on how your platform can support their business goals. Ensuring a smooth handoff between the Onboarding Team to the Customer Success Team.

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7 Great Customer Engagement Ideas

Totango

Another way to apply personalization to engagement is to offer customers promotions based on their history, needs and behaviors. By tying your cross-sell and upsell offers into your customers’ actual use of your product, you not only increase engagement, but you increase the attractiveness of your offers, helping boost your revenue.

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How Should Customer Success Leaders Enable Their Teams? What Are Some Great CS Benchmarks to Attain?

SmartKarrot

In this write-up, we are sharing a few valuable insights as to how a Customer Success leader should enable and empower their team. In addition to this, we will also highlight some great CS benchmarks that every Customer Success team should aim to achieve. CSAT Benchmark: Aim for a CSAT score of 90% or higher.

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A Guide to Customer Journey Optimization

Totango

Because the customer journey is not linear, your customers may be split between your sales and customer success team. For example, your customer needs to onboard two new employees while simultaneously working through an upsell with your sales team. Goals to Consider: Product usage compared to benchmarks. .