Best practices Case Study Surveys Upselling 
Totango
JUNE 23, 2020
Five basic customer success best practices can help move the needle on your net promoter scores: Segment to Find Trends. Regularly Survey Customers. 6 Best Practices for Your CS Team. You can do this by following a few customer success best practices. Send NPS surveys to customers by segment.
JivoChat
JANUARY 17, 2021
In fact, one survey found that 51% of customers preferred live chat because they can multi-task: Live chat conversations can be saved for future reference. Customers get the option to save an email transcript of the live chat conversation in case they come across the issue again. Live Chat Support Best Practices.
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CustomerSuccessBox
MAY 9, 2022
The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn). This could take the shape of in-platform pop-ups, asset, and documentation reviews, or, of course, direct consumer survey replies, depending on your company.
Education Services Group
JUNE 4, 2019
Furthermore, existing customers are more likely to become advocates for your brand to help attract new customers, more likely to spend on new products, and more likely to spend more on cross-sells and upsells. For larger clients, it’s a good idea to conduct interviews and build a case study around exactly what you did to help them.
SmartKarrot
NOVEMBER 28, 2022
Identify upsell opportunities. Regular business reviews – contract, best practices, and adherence to contract KPIs. Including check-ins, training, addressing blockers to adoption, and providing best practice advice. Identify opportunities for upselling and cross-selling along with the Account Managers.
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. See likes and survey feedback. More on that below.
SmartKarrot
APRIL 20, 2022
Role: Customer Success Director Location: Remote, United States Organization: Hunt Club As a Customer Success Director, you will develop the playbook for delivering a world-class customer experience (cadence for update meetings, success metrics, surveys, tokens of appreciation, etc.). testimonials, case studies).
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