CustomerSuccessBox

JANUARY 8, 2020

Customer success department’s responsibilities are slowly increasing to encompass several things like increasing LTV of customer base, reducing churn, providing references, case studies, customer stories to sales and marketing, providing feedback to product team, creating upsell opportunities, facilitating renewals, etc!

Upselling 52

Upselling SaaS B2B Metrics 52

Totango

DECEMBER 12, 2019

Customers can experience escalation while they’re in the midst of renewal, or some circle back to onboarding due to an upsell. . These goals evolve with the needs of each customer, but there are best practices that you can employ to make the most of the customer lifecycle management process: .

Management 65

Management Enterprise Best practices Benchmark 65

Education Services Group

NOVEMBER 22, 2021

Health scores can also easily enable CSMs to identify their most successful customers — the ones who are most likely to be open to upsell conversations and the most willing to become customer references, provide testimonials, or participate in case studies. Community is key in customer engagement and feedback.

Upselling 52

Upselling Metrics Enterprise Feedback 52

SmartKarrot

NOVEMBER 28, 2022

Work closely with Technical Account Managers and the development team to integrate, troubleshoot technical issues and provide 2-way feedback from and to customers. Identify upsell opportunities. Regular business reviews – contract, best practices, and adherence to contract KPIs. Apply here: [link].

Upselling 19

Upselling Best practices Accountability Feedback 19

SmartKarrot

OCTOBER 20, 2022

Handle feedback. Incorporating client feedback is essential to long-term growth. When clients make requests, you’ll uncover their goals, analyze the request, problem-solve when needed, and provide useful feedback to the product team. Drive customer advocacy resulting in case studies, references and referrals.

Customer advocacy 19

Customer advocacy Enterprise Best practices Upselling 19

SmartKarrot

MAY 13, 2022

Scale the CS team to the needs of the business including, but not limited to, building capabilities around program strategy, solution-based selling, upsell, relationship building, identifying necessary roles & responsibilities needed to improve the customer experience (analytics, etc.). Generating customer references and case studies.

Upselling 19

Upselling Customer centricity Best practices Accountability 19

SmartKarrot

AUGUST 26, 2022

Do the work of winning renewals and driving expansion and upsell. Collaborating with the Product team to shape the product development roadmap, incorporating the customers’ feedback. Ensure customer success by driving adoption, managing customer relationships, conducting business reviews, and sharing best practices.

Best practices 19

Best practices Upselling Analytics Coaching 19

SmartKarrot

NOVEMBER 17, 2022

Consolidate product feedback provided to CSMs from customers and act as a customer advocate to the Product and Engineering teams. Map and benchmark competition and share best practices. Upsell services and products. Assist in creating case studies and use cases. Analyzing industry and market trends.

Benchmark 19

Benchmark Accountability Upselling Engineering 19

SmartKarrot

FEBRUARY 1, 2022

Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Provide regular reporting to the leadership team on metrics, goal attainment, programs, and customer feedback. testimonials, case studies). Responsible for account-level expansion initiatives.

Accountability 19

Accountability Healthcare Upselling Metrics 19

SmartKarrot

OCTOBER 27, 2022

Provide best practice recommendations, identify any roadblocks, and partner with the customer to reach desired outcomes. Provide meaningful feedback regarding new reports, updates or tools needed for client success. testimonials, case studies). Proactively learn new features and content as they become available.

Upselling 19

Upselling SaaS Coaching Best practices 19

ClientSuccess

APRIL 20, 2017

After those roles, Paul has held a variety of other leadership roles in B2B SaaS companies—all with the goal of establishing Customer Success best practices and methodologies, like the “Customer Success Hub Effect” which we’ll explore below. Growing Discipline to Customer Success.

SaaS 40

SaaS B2B Engineering Best practices 40

SmartKarrot

FEBRUARY 4, 2022

Coach clients to be product experts and train their teams on data.world’s best practices so they become increasingly self-sufficient. Develop, prepare, and nurture clients for advocacy; drive client references and case studies. Apply here: [link].

Enterprise 19

Enterprise Accountability Upselling Coaching 19

CustomerSuccessBox

APRIL 3, 2022

It enables Customer success managers like you to deliver a consistent customer onboarding experience, improve retention and drive upsell We’re that excited to have you on board! To collect client tales, case studies, and testimonials, customer success teams collaborate with marketing. Hope you’re good to go.

APIs 52

APIs Accountability SaaS Marketing 52

SmartKarrot

DECEMBER 2, 2020

Deliver clear insights to the product org that turn into product improvement priorities; work with prod/eng to create optimal feedback loops (effectively influence cross-functionally). Optimize cross-functional team communication to impact onboarding, engagement, renewal, and upsell outcomes.

Upselling 10

Upselling Best practices Enterprise Technical Support 10

SmartKarrot

APRIL 28, 2021

Continually engage internally and cross-functionally to learn about new business applications, positioning the REEF brand and upselling new opportunities to clients. Read and analyze customers’ results and share best practices with the team for them to educate customers to improve their results.

Real estate 10

Real estate Upselling Customer retention Accountability 10

SmartKarrot

APRIL 14, 2021

Monitor customer, market and competitor activity and provide feedback to the company leadership team and other company functions. Manage delivery team, ensuring that a reliable delivery process is in place in accordance with industry best practices and corporate standards. Design and create an in-depth personalization strategy.

Real estate 10

Real estate Upselling Accountability Sales 10

SmartKarrot

DECEMBER 9, 2020

Enhance and continuously improve Calabrio customer success management methodology leveraging best practices and change management. testimonials, case studies). Develop best practices, KPIs, and strategies for customer account retention, expansion, adoption, and advocacy. Apply here: [link].

Enterprise 10

Enterprise Engineering Best practices Upselling 10

SmartKarrot

JUNE 16, 2021

Identify and build advocacy relationships with strategic customers acting as a marketing channel through case studies, speaking opportunities, references, etc. to optimize feedback loops, issue resolution time, and customer escalations. Ensure best-in-class support outcomes. customer-centric?support support strategy?to

Upselling 10

Upselling Accountability Customer centricity Coaching 10

SmartKarrot

MARCH 26, 2021

Role: Senior Manager / Director, Customer Success Location: Remote, Boston, MA, US Organization: MackeyRMS As a Senior Manager/Director of Customer Success, you will manage a team of CSMs as well as own accounts, including renewals and upsells. Responsible for customer references, case studies and testimonials for the portfolio of customers.

Journey mapping 10

Journey mapping Customer advocacy Best practices Upselling 10

SmartKarrot

JANUARY 28, 2021

Create a company-wide customer feedback loop to inspire customer success across the entire company to drive revenue ambitions. Identify talent to scale your team and empower them to make the best decision for each issue they face. Identify expansion and upsell opportunities. Apply here: [link].

Upselling 10

Upselling Customer advocacy Enterprise Accountability 10

Education Services Group

FEBRUARY 5, 2019

This is also where you can start to understand if there is risk to renewal, opportunities for growth, feedback on the product, etc. You’ve achieved the business case they were hoping for and shown them that their investment in you was worth the money. This is the point where the customer is most receptive to cross-sells and upsells.

Education 45

Education Upselling Marketing SaaS 45

SmartKarrot

MAY 21, 2021

Deliver meaningful, strategic, and tactical insight to the leadership team through customer feedback, business goals, key performance indicators, and customer analysis. Consult with clients and guide best practices & quantitative measurement of success approach. Develop and maintain strong relationships with clients.

industry standards 10

industry standards Metrics Upselling Enterprise 10

SmartKarrot

MARCH 19, 2021

Customer Success Managers and product development team to maintain the quick feedback loop. Building the clients into champions and advocates, including identifying opportunities for case studies and collaborative webinars. Create upsell and cross-sell opportunities with clients. Collaborate with customers, Smartly.io

Advertising 10

Advertising Upselling Accountability Analytics 10

Education Services Group

FEBRUARY 5, 2019

This is also where you can start to understand if there is risk to renewal, opportunities for growth, feedback on the product, etc. You’ve achieved the business case they were hoping for and shown them that their investment in you was worth the money. This is the point where the customer is most receptive to cross-sells and upsells.

Education 40

Education Upselling Marketing SaaS 40

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Customer satisfaction and feedback surveys. Upsell purchases. Elicit frequent feedback. Elicit Frequent Feedback.

SaaS 109

SaaS Journey mapping B2B Feedback 109

ChurnZero

DECEMBER 20, 2019

By focusing efforts on retaining active users by iterating their existing services based on rich customer data, companies will have more opportunities to engage, upsell , and ultimately scale. . . Is it retention, expansion, advocacy, product feedback, or service delivery? CSMs will also need to clarify their purpose.

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

SmartKarrot

NOVEMBER 26, 2020

Provide customers with best practices and information on industry trends. Upsell the capabilities of the platform for account growth with the existing customer. testimonials, case studies, attending events). Understand and advocate for a client’s roadmap needs with product management. Apply here: [link].

Upselling 10

Upselling Accountability Surveys Engineering 10

SmartKarrot

MAY 19, 2020

This is an emerging field and there is no standard criteria defined so far that fits the best practices of CSM for all kinds of companies yet, based on what I have researched so far about this role, I have documented the essential client success manager skills in this article that a CSM should possess in order to thrive in this role.

Management 10

Management SaaS Upselling Metrics 10

SmartKarrot

FEBRUARY 14, 2022

Ability to identify opportunities to upsell or cross-sell the full range of Astound’s services and solutions. Develop a strong working knowledge of the product and speak fluently about performance management and Lattice best practices, acting as a trusted advisor for your customers.

Upselling 3

Upselling Accountability Best practices Sales 3

Totango

MARCH 2, 2021

Case Studies. The Increase Customer Adoption SuccessBLOC provides you with insights into customer adoption and helps you implement best practices that guide customers through the process of unlocking more value from your product. Email campaigns that are activated during the set-up stage of a free trial. Datasheets.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

SmartKarrot

MAY 26, 2022

Ensure customer feedback from your customers is communicated internally to enable ongoing improvement of Tubular products and services. Managing a book of business, overseeing renewals and closing upsells. Building clear learning plans for a wide array of clients and use cases. Generating customer references and case studies.

Upselling 3

Upselling Accountability Best practices Enterprise 3

REVE Chat Blog

NOVEMBER 21, 2019

Top expert marketers agree that lead generation ideas and best practices are the most important element in their marketing arsenal. Top lead generation ideas & best practices that work. It will open the door for upselling. Collect customer feedback and continuously improve your customer support processes.

Best practices 77

Best practices B2B Sales Chatbots 77

Amity

MAY 25, 2016

With over 750 customers worldwide, Vision Critical provides a cloud-based Customer Intelligence platform that allows companies to build engaged, secure communities of customers they can use continuously, across the enterprise, for ongoing, real-time feedback and insight. I find there is a lot of thought leadership and best practices.

Best practices 90

Best practices Metrics Sales SaaS 90

SmartKarrot

DECEMBER 5, 2022

Augmented Intelligence can deeply analyze the company’s available data, customer feedback , and social trends to forecast future trends. Personalized customer services – One of the best practices for customer success is to provide customers with personalized services. Case Study 1. Case Study 2.

Accountability 19

Accountability Management Finance Analytics 19

SmartKarrot

DECEMBER 7, 2020

Identify opportunities for continuous improvement and learn from best practices in the industry and bring them to the greater Skybox community. Analyze customer outcomes by communicating with customers, report customer health metrics, live and breathe NPS, and gather feedback via Intercom and other sources. Apply here: [link].

Upselling 10

Upselling Employee engagement Education Best practices 10

CustomerSuccessBox

NOVEMBER 24, 2021

Relevant content can include various resources like blog posts, videos, case studies, podcasts, webinars, etc. It is the perfect way to show that you want to provide them with the best value that they can. The tool auto-generates risk and upsell alerts to draw a success manager’s attention. Gather and apply feedback.

Upselling 52

Upselling Feedback Customer advocacy B2B 52

ChurnZero

APRIL 2, 2021

Find customer use cases for every case study. Using Customer Success software, marketing teams can easily source customers for case studies without having to ask or rely on the Customer Success team for input. Improve your product with direct customer feedback. Customer Success Around the Web.

Sales 64

Sales Marketing Surveys Accountability 64