OctopusTech

JULY 21, 2023

Successful companies out there leverage this important information to boost customer retention and conversion rates. By coming up with a solid customer data management strategy, one can collect, organize, and analyze all the information using customer database management software.

Best practices 62

Best practices Management Upselling Sales 62

Totango

OCTOBER 22, 2019

Segment the following customers: New customers pending onboarding. Currently onboarding customers . Best practices: . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Proactively manage customer communications. At-risk customers.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

SmartKarrot

NOVEMBER 24, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Hawke Media As a Director of Customer Success, you will establish a culture of high performance, accountability, and solutions-oriented thinking. Maintain strong customer retention rates and net promoter scores aligned with corporate goals.

Customer advocacy 19

Customer advocacy Upselling Accountability Best practices 19

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. Create a Customer Advocacy program with assigned customers.

Journey mapping 10

Journey mapping Customer advocacy Best practices Upselling 10

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. . . Jay Nathan , Founder & Managing Partner, Customer Imperative . Customer Success Resource.

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

SmartKarrot

DECEMBER 2, 2021

Customer success playbook automation is helpful to improve customer retention. When you do not opt for playbook automation, you might as well be ruining your chances of customer success. Cannot explicitly leverage best practices guide . With playbook tools, you can repeat customer success instances.

Best practices 10

Best practices Customer advocacy Accountability Upselling 10

SmartKarrot

AUGUST 7, 2020

This team consists of various roles like Solution Architects, Customer Success Managers (CSM), and Account Managers. The customer success team helps the client achieve value from the product and facilitates product adoption. This results in loyalty and therefore long-term customer retention.

Chief Customer Officer 18

Chief Customer Officer Upselling SaaS Metrics 18