Totango

SEPTEMBER 20, 2022

Here we’ll walk you through the essentials you need to know to harness customer enablement to increase B2B and SaaS sales. Then we’ll look at the benefits of customer enablement and how it mutually supports sales enablement strategies. Offering customized upsells geared toward customer needs and product usage patterns.

B2B 83

B2B SaaS Education Brand ambassadors 83

Totango

NOVEMBER 12, 2019

As you can see from the customer’s perspective, the attention you offer after a sale is completed is just as important as the attention you show during the sales process. This makes the sales to customer success handoff a critical moment that can determine whether or not you retain a customer. Establish inter-team workflows.

Sales 60

Sales Enterprise Upselling Best practices 60

ClientSuccess

FEBRUARY 8, 2023

In this blog post, we’ll explore three different ownership models that help define roles between sales and customer success teams when it comes to customer renewals. So if you’re looking for answers on how best to manage customer renewals, then read on! Upsells and cross-sells — Do you have upsells to offer your customers?

SaaS 71

SaaS Upselling Accountability Sales 71

ClientSuccess

JULY 5, 2017

5 Common Success Post-Sales Pitfalls. In order to make sure your CSMs are prepared, take a look at these common post-sales pitfalls, strategies for success, and best practices at every point of the post-sales customer lifecycle to ensure critical issues don’t slip through the cracks. The Sales Handoff Strategy.

Sales 40

Sales Upselling Best practices SaaS 40

Tethr

AUGUST 27, 2020

Here are four ways AI can enhance your VoC programs: Effectively work through sales strategies. Are you curious about how upsells, cross-sells, promotions and campaigns are impacting customer loyalty? The pandemic has altered the course of the buyer journey and nailing down best practices on new behaviors and habits takes time.

Enterprise 118

Enterprise Customer effort Upselling Call Center 118

Totango

MARCH 26, 2021

At one time, customer lifecycle models took a seller-centric perspective which split the pre-sales phase of the customer’s journey from the post-sales phase. A satisfying post-sales experience sets the stage for subscription renewals and referrals, laying a foundation for additional sales. Conversion. Onboarding.

SaaS 66

SaaS Best practices Upselling Education 66

Netomi

NOVEMBER 14, 2022

If she was offered clear and instant information on product updates, tips, and best practices related to the app, might she be more engaged? AI can assist with pre-sales education – driving engagement by encouraging customers to request a demo or sign up for a free trial. Support, in a snap.

SaaS 52

SaaS Multichannel Upselling Chatbots 52

ClientSuccess

JUNE 15, 2021

During a year where many companies had to make complex strategic decisions, and new sales weren’t exactly flying in at a rapid pace, existing customer accounts helped keep the lights on. During this planning stage, CSMs can identify areas where other team representatives (sales, product, etc.) Toolkit: Team Leadership Toolkit.

Upselling 52

Upselling Accountability SaaS Metrics 52

ClientSuccess

FEBRUARY 8, 2023

Customer lifetime value : measuring the total lifetime contract value of a customer, including upsells, renewals, and expansions, is what keeps the value of your business trending upward over time. Outcomes : during the sales cycle, customers will outline specific goals they are trying to achieve with your solution.

Metrics 75

Metrics Upselling B2B SaaS 75

ClientSuccess

DECEMBER 12, 2022

This bonus model generally focuses on both quantitative objectives (retention, upsells or cross-sell measures) as well as qualitative ones (contributing to the team mentality). The sales rep on the account earned commissions which were significantly higher than what had been rewarded for all their hard work throughout the entire year.

Management 87

Management Accountability Sales Upselling 87

Totango

JUNE 11, 2019

No matter the cause, your customer success team will always be on the front lines of problem-solving and will need best practices to rectify complaints. From the moment the sale is complete, you need to monitor your customer’s progress with your product or service. Request a demo or explore Spark to learn more.

Customer centricity 91

Customer centricity Best practices Upselling Feedback 91

ClientSuccess

SEPTEMBER 3, 2020

Ideally, most objectives are quantitative and aligned to the important KPIs of the business (retention, upsell, cross-sell, NPS, # of case studies, etc.). For most of the year, the CSMs counterpart on the sales side of our business was nowhere to be seen, only occasionally popping into the equation to see how things were going.

Management 111

Management Upselling Sales Accountability 111

Cincom

MAY 8, 2024

Centralizing core aspects of customer communications via CCM software helps marketing, sales, and support teams efficiently streamline externally-facing messaging with greater personalization, compliance, and performance. Contact us or schedule a demo to see how we can help you transform your business communication.

Best practices 52

Best practices Metrics Education CRM 52

Squelch

DECEMBER 17, 2019

By eliminating information silos, Squelch is able to guide customer support and success professionals toward the information, best practices, reports, and other associated tools needed to win renewals, upsells, and most of all, trust and loyalty.” . Schedule a demo or trial to learn more about Squelch. About Squelch.

Upselling 80

Upselling SaaS Best practices Customer Support 80

Totango

MARCH 21, 2019

It represents a shift away from thinking of customers as point-of-sale pursuits and toward regarding them as ongoing relationships that require continuous nurturing. . Success in these areas leads to a more successful renewal and upsell phase. Increase upsell opportunities. Increase Upsell Opportunities.

Enterprise 86

Enterprise Upselling Education Accountability 86

Totango

AUGUST 27, 2019

You can develop a profile of your higher-tier customers to make it easier for the sales team to find new customers who share the same characteristics. On the other end of the spectrum, you can offer lower-tier customers upsells to grow their CLV. Raise CLV Using Customer Success Software.

Upselling 61

Upselling Education Best practices Customer centricity 61

Totango

JANUARY 29, 2021

Customer success management is the practice of systematically nurturing customer success through standard operating procedures that follow best practices. Successful customers become more likely to make cross-sell and upsell purchases. Customer success playbooks perform best when combined with best practices.

Best practices 80

Best practices Benchmark Upselling Accountability 80

ClientSuccess

JUNE 17, 2019

Whether that revenue comes from an upsell, cross-sell, expansion, or something else, it’s still new revenue attributed to the customer. While some organizations have CSMs handle the entire upsell process, others bring in sales team members to help facilitate negotiating and contracts.

Accountability 42

Accountability Upselling SaaS Feedback 42

Netomi

MARCH 24, 2023

Many of these platforms are rushing to break into the market and boost sales but are making some basic mistakes in the process. These issues may not be noticeable right away, but soon enough, the fissures become more apparent as customer satisfaction drops and sales begin to stagnate.

Chatbots 52

Chatbots Abandon rate Contact Center Upselling 52

Eptica

AUGUST 21, 2019

This isn’t surprising – as well as the benefits for consumers, chat helps brands: Boost online sales by converting customers that may otherwise have abandoned transactions. It also allows companies to potentially upsell other relevant products and services during the chat conversation. Share this page on: Tweet.

Advertising 66

Advertising Best practices Upselling Analytics 66

ClientSuccess

APRIL 7, 2017

Quarterly reviews aren’t just for sales teams—these built-in review periods are a great way to step back and determine what is working and what needs to be re-tooled. Before we go any further, let’s clear the air: Quarterly Business Reviews (QBRs) aren’t just for sales teams. Meet Internally With Sales, Product, and Marketing Teams.

Upselling 41

Upselling Best practices Sales Accountability 41

Totango

OCTOBER 22, 2019

Best practices: . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Using health scores to determine which customers may need more attention and which ones benefit from upsells. . Best practices: Create a standard contract template.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

Lumoa

APRIL 28, 2024

You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI. Sales through Word-of-mouth Marketing : People are 90% more likely to trust and buy from a brand recommended by a friend. Sign up for a demo today.

Feedback 83

Feedback Consulting Consulting Enterprise 83

Totango

MAY 3, 2019

Plus, current customers are more likely to make major purchases or upsells. It’s the best way to deliver on sales promises and meet high customer expectations. Request a demo or explore Spark to start inspiring greater customer loyalty today. Always keep the customer experience in mind.

Enterprise 79

Enterprise Upselling Feedback Advertising 79

ClientSuccess

NOVEMBER 21, 2017

We’ve all been there: A customer relationship is going well and there are no obvious problems or red flags in sight, yet when it comes time for a ‘serious talk,’ such as a renewal conversation or upsell demo, there is suddenly radio silence on the customer’s end. Multiple Ways a CSM Can Bring a Customer Back.

Upselling 50

Upselling Metrics SaaS Best practices 50

SmartKarrot

OCTOBER 31, 2022

Identify and achieve targets on renewal rates, customer satisfaction, expansions and upsells. Curate product technical best practices and methodologies to use in customer success delivery. Partner with Sales team on renewals, upsells, cross-sells, and expansion opportunities. Ensure customer satisfaction.

Upselling 19

Upselling Best practices Coaching Engineering 19

Totango

JANUARY 10, 2019

It should offer the visibility needed to gauge each stage of the customer journey through KPIs, dashboards, analytics, and best practices. And it should work seamlessly with your CRM solution to support your sales pipeline. The ability to pick out high-value customers can significantly help you increase sales.

Enterprise 63

Enterprise SaaS CRM Upselling 63

Totango

JUNE 25, 2019

The bulk of customer revenue is now gathered through repeated renewals and upsells rather than at the point of sale. Unlike renewals, upsell opportunities are not tied to a specific timeframe. Request a demo or explore Spark to better understand your customers.

Upselling 49

Upselling Enterprise Metrics Customer centricity 49

Amity

FEBRUARY 24, 2016

For a limited time, we are offering an exclusive Customer Success Hero shirt to anyone who attends a public demo. • The Link Between Customer Success, Retention, and Upsells. Satisfied customers will have a positive impact on your bottom line because creating brand advocates leads to renewals and upsell opportunities.

Upselling 48

Upselling SaaS Best practices Customer retention 48

SmartKarrot

SEPTEMBER 22, 2020

We chat a lot on the sales and marketing duo, but do you know what we don’t talk much about? The newbie alignment of sales and customer success. Of course, there was a time when it was just customer service and sales in the question. Can sales and customer success be friends? . Upsell and Cross-Sell.

Sales 10

Sales Upselling SaaS Inbound sales 10

SmartKarrot

AUGUST 16, 2022

Develop a framework for the Technology Access Program (TAP) to span from “demo lab” to field placements. Work with customers to define objectives and deliverables, monitor progress, provide support, convert TAP data into assets (papers, conference proceedings, application notes, sales collateral, etc.).

Upselling 19

Upselling Customer advocacy Education CRM 19

SmartKarrot

JANUARY 28, 2022

Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Protect the company growth by minimizing churn and finding upsell opportunities. Proactively collaborate with product, Sales, and Marketing teams to serve as the voice of the customer.

Upselling 19

Upselling CRM Finance Benchmark 19

SmartKarrot

JUNE 3, 2022

Serve as a customer advocate internally while effectively collaborating with internal teams including product management, sales, design, QA, and engineering. Promote available content – including webinars, best practice guides, user guides, and the Sovos online portal. Create upsell and cross-sell opportunities with clients.

Engineering 19

Engineering Best practices Upselling Sales 19

ChurnZero

JULY 19, 2022

The latter will tell you if your basic or premium products generate more sales. You can then determine whether you should invest more effort into upselling certain product features before or during the free trial period. You still need to nurture and nudge them through your sales funnel. New users lack that same familiarity.

SaaS 52

SaaS Feedback Personalization Upselling 52

ClientSuccess

OCTOBER 22, 2019

At its core, customer advocacy is when customer service teams work with customers to determine what is best for the customer and their long-term goals instead of making strategic decisions from an upsell or corporate growth standpoint. Start building advocates from day one. Webinar: The Customer Success Advocacy Ladder.

Customer advocacy 40

Customer advocacy SaaS Upselling Accountability 40

Totango

JANUARY 31, 2019

Rather than focusing just on sales and renewal, you can maximize every stage of the customer journey by delivering the right level of engagement at the right time. It lets you monitor customer uptake percentage against the capacity and gather evidence for customer interaction or upselling opportunities.

SaaS 79

SaaS Metrics Accountability Education 79

SmartKarrot

MARCH 11, 2024

Reviewing previous notes is a best practice, avoiding redundant questions and demonstrating a commitment to understanding the client’s needs. Best practices involve having notes readily available, practicing active listening, and adapting your agenda based on customer responses.

Upselling 8

Upselling Best practices Accountability Customer centricity 8