Totango

SEPTEMBER 1, 2022

Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices. Finally, we’ll offer some tips on updating your QBR SaaS strategy to leverage the latest technology and best practices. First, we’ll examine what a SaaS QBR is and why they’ve become so important.

SaaS 100

SaaS Journey mapping Upselling Best practices 100

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. Add event-initiated triggers.

Sales 60

Sales Enterprise Upselling Best practices 60

Call Journey

JUNE 23, 2019

It’s a busy month of June for Call Journey, the leading pioneer in Conversation Analytics, as it takes part in another headliner contact center event of the year. This time, the team heads to the city of lights, Las Vegas, for the 20th anniversary of Customer Contact Week (CCW), the world’s largest customer contact event!

Engineering 40

Engineering Analytics Upselling Scripts 40

TechSee

JUNE 16, 2022

If you want to stay ahead of the game, follow them on Linkedin, Twitter, or YouTube or try meeting them at key industry events – their enormous impact is bound to become a catalyst for change in the space. He has over 20 years of customer service, sales and management experience, with a laser focus on contact centers.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

Call Journey

JUNE 23, 2019

It’s a busy month of June for Call Journey, the leading pioneer in Conversation Analytics, as it takes part in another headliner contact center event of the year. This time, the team heads to the city of lights, Las Vegas, for the 20th anniversary of Customer Contact Week (CCW), the world’s largest customer contact event!

Engineering 40

Engineering Analytics Upselling Scripts 40

CSM Magazine

DECEMBER 13, 2023

Here are some of call center security’s best practices that you can use: Invest in systems and tools to monitor and analyze customer interactions in real-time. Lack of Cross-Sell and Upsell Capabilities This gap involves using strategies that integrate sales opportunities into customer interactions.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

Totango

AUGUST 23, 2022

For example, a website visit, an online sales purchase and a phone support call are all potential customer journey B2B touchpoints. In terms of the customer lifecycle, touchpoints may occur at any point during an interaction with your brand, including: Pre-sales, starting with a prospect’s first marketing touch. Making upsell offers.

B2B 118

B2B Journey mapping SaaS Engineering 118

Fonolo

MARCH 28, 2023

The specifics of the role will vary from one contact center to another, but generally, a customer experience manager is responsible for overseeing the entire customer journey, from initial contact to post-sale support. Step 4: Stay up-to-date with industry trends Managers should always be up-to-date with industry trends and best practices.

Customer Experience 81

Customer Experience Management Contact Center Call Center 81

Totango

JULY 8, 2021

With this system, alerts are automatically generated about any customer who requires attention – be it a customer with deteriorating health or an upsell opportunity that is set to renew soon. There are two types of check-ins your Customer Success Team should monitor: event-based engagements and periodic check-ins.

Upselling 65

Upselling Accountability Customer retention Metrics 65

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. Create Events Where Prospects and Customers Can Mingle. Sales and expansion will come naturally.

Marketing 53

Marketing Best practices Upselling Feedback 53

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 87

Enterprise Upselling Education Accountability 87

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. This ultimately leads to good customer relationships. Aligning messaging to each phase accelerates growth.

Best practices 52

Best practices Metrics Education CRM 52

CSM Practice

JULY 6, 2020

The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 The Shift to Remote Work.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 The Shift to Remote Work.

SaaS 71

SaaS Upselling Accountability Sales 71

Quality Contact Solutions

DECEMBER 31, 1969

Prospecting is tough and most sales professionals dread it and delay prospecting until the eleventh hour, therefore unlikely to achieve their prospecting goals. Quality Contact Solutions has the experience and practical knowledge in outbound telemarketing prospecting to make it successful. Want to learn more?

Telemarketing 49

Telemarketing outsourcing Upselling Sales 49

CSM Practice

FEBRUARY 24, 2020

Out of the myriads of customer data that can be measured, in this blog, I will emphasize the most important customer success metrics you need to focus on based on best practices. Average Customer Lifetime Value = Average Order Value * Average Number of Repeat Sales * Average Retention Time in Years.

Metrics 52

Metrics Upselling SaaS Accountability 52

Fonolo

JULY 5, 2023

How they approach upselling opportunities Upselling is something that all your customer-facing employees should be doing — not just sales. And the customer journey doesn’t end when you make the sale; your level of service post-sale is as (if not more) important than pre-sale.

Surveys 104

Surveys Brand ambassadors Sales Upselling 104

CSM Practice

FEBRUARY 12, 2020

Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. However, most companies are at a disadvantage because they use the same sales strategy for both new and existing customers. Quantitative Data ; obtained from different systems.

Upselling 52

Upselling Customer centricity Sales Accountability 52

Education Services Group

MAY 23, 2022

The ESG team was as eager as anyone to get back to these types of events, and I was thrilled to join my colleagues Peter Armaly, Sheik Ayube, and Nick Mitchell to do just that at TSIA World Interact. Who owns the renewal and upsell/cross-sell process?

Upselling 52

Upselling Sales Marketing Management 52

Totango

SEPTEMBER 24, 2018

Jamie Bertasi , Chief Operations Officer and Chief Customer Officer at Totango, kicked off the event and spoke about the need to drive more impact for CS. To deploy at scale and get more sales, CS needs to align around the lines of businesses and geographical regions. More about the event here. Customer-Centricity is Key.

Chief Customer Officer 50

Chief Customer Officer Customer centricity Best practices Enterprise 50

Education Services Group

JULY 5, 2022

Some attendees undoubtedly left the event with a brain full of great pieces of advice to take back to their teams to implement ASAP, while others may have walked away with their minds spinning with more questions than answers ( we’ve all been there! I left the event feeling validated in my opinion that Customer Success is messy.

SaaS 52

SaaS Customer centricity Best practices Upselling 52

ChurnZero

NOVEMBER 27, 2019

The Customer SuccessCon event series provides an intimate setting to learn, share best practices and speak freely and openly about the current state of Customer Success. . The event, hosted by The Customer Success Association , featured sessions from a variety of CS thought leaders. Didn’t attend?

Chief Customer Officer 75

Chief Customer Officer SaaS Metrics Education 75

Back Office Centers

JANUARY 31, 2023

IMPROVES SALES The customer care representatives can utilise emails to increase sales by outsourcing email chat support services. Upselling is the term for this. How Can Live Chat Support Boost Sales This Holiday Season? When using best practices, online retailers may benefit greatly from this customer care channel.

outsourcing 40

outsourcing Customer Care Upselling Sales 40

SmartKarrot

OCTOBER 3, 2022

Role: Senior Director of Customer Success Location: Washington DC-Baltimore Area, US (Hybrid) Organization: TitanHouse As a Senior Director of Customer Success, you will establish and adhere to best practices in SaaS Customer Success. Work with Account Director on potential target client list and sales strategies.

Upselling 19

Upselling Coaching Best practices Consulting 19

CSM Practice

FEBRUARY 24, 2020

Out of the myriads of customer data that can be measured, in this blog, I will emphasize the most important customer success metrics you need to focus on based on best practices. Average Customer Lifetime Value = Average Order Value * Average Number of Repeat Sales * Average Retention Time in Years.

Metrics 52

Metrics SaaS Customer retention Upselling 52

CSM Practice

FEBRUARY 24, 2020

Out of the myriads of customer data that can be measured, in this blog, I will emphasize the most important customer success metrics you need to focus on based on best practices. Average Customer Lifetime Value = Average Order Value * Average Number of Repeat Sales * Average Retention Time in Years.

Metrics 52

Metrics SaaS Customer retention Upselling 52

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

CustomerSuccessBox

APRIL 18, 2022

As each current customer is a potential lead for a renewal event, an upsell or cross-sell, and a source of sales and marketing proof. Product-led Customer Success best practices. It is no denial of the fact that, in the SaaS world, retention, expansion, and advocacy are the primary sources of revenue growth.

SaaS 52

SaaS Education Upselling Best practices 52

Mindtouch

JULY 25, 2017

According to the Consortium’s website, the impetus behind this switch was to make the processes and best practices that define KCS “generic.” But taking the KCS methodology beyond Support to other organizations, namely Customer Success and Sales, introduces the potential for greater value.

Self service 59

Self service Best practices Upselling Analytics 59

SmartKarrot

OCTOBER 3, 2023

Yet, despite its importance, Customer Success Management often lacks the structure and standardization found in other roles like sales and marketing. Account Growth Account growth is not just about upselling or cross-selling; it’s about identifying opportunities that genuinely add value to the customer.

Management 19

Management Best practices Upselling Scripts 19

Influitive

OCTOBER 21, 2015

When asked what impact advocacy programs had on revenue, marketers cited higher conversation rates, more qualified leads and increased sales efficiency. Stronger relationships with customers were also tied to increased cross-sell and upsell sales, and increased retention/decreased churn. Downplay monetary rewards.

B2B 99

B2B Marketing Customer advocacy Upselling 99

Amity

DECEMBER 14, 2016

Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. 11-12pm Weekly sales enablement meeting: Knowing our product inside and out is imperative to doing our job well. We usually have an event or two we’re supporting, which means inviting local customers and spreading the word.

Management 84

Management Finance Enterprise Accountability 84

SmartKarrot

JULY 27, 2022

Collaborate across business units and the team to institute, manage, execute, and enhance a best practice customer success program and account-level strategic plans. Identify upsell initiatives with additional product offerings that can be handed over to the sales team.

Engineering 19

Engineering Finance Best practices Upselling 19

Totango

APRIL 24, 2020

As dependable and recurring renewal is crucial to the growth of our own enterprise, it is vital that we understand customer retention best practices must be implemented at every stage of the customer journey and reinforced by every engagement we undertake. 6 SaaS Customer Retention Best Practices.

Best practices 83

Best practices Customer retention SaaS Enterprise 83

Influitive

MAY 12, 2016

Today’s empowered customers expect the interactions they have with your sales and marketing teams to be highly personalized and relevant—which can make striking up valuable conversations with prospects challenging. That’s one reason why account-based marketing has become a popular strategy in recent years. Advocates help companies grow 2.5

Accountability 61

Accountability Marketing B2B Customer advocacy 61

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

Totango

APRIL 14, 2020

Organizations need to segment customers based on how world events such as COVID-19 affect them. Here are 6 B2B customer segmentation best practices to help make that happen: Stay Goal-Focused. To maximize the benefits of B2B customer segmentation, follow these best practices. . Get as Granular as You Need.

Best practices 71

Best practices B2B Enterprise Accountability 71