Totango

JULY 28, 2021

Following best practices for hiring a customer success manager can make a critical difference in the quality of your customer relationships. Adhering to good hiring practices when recruiting customer success managers can improve the quality of your customer relationships and increase client retention rates. Suggesting upsells.

Best practices 118

Best practices Management Brand ambassadors Upselling 118

Fonolo

APRIL 6, 2021

Here are 5 best practices for customer service to empower your associates. It is always best to personalize the benefits to match the unique circumstances of each individual customer, and doing this well requires listening to customers and then matching the right product. Upsell products that match a customer’s need.

Best practices 126

Best practices Customer Service Upselling Sales 126

OctopusTech

SEPTEMBER 9, 2023

With this comprehensive guide, you will discover the pros, cons, and best practices performed by outsourced call center services. In addition to this, they are also trained in upselling techniques. However, it is important to first understand the pros and cons of it before moving forward.

Best practices 62

Best practices outsourcing Call Center virtual call center 62

Totango

APRIL 14, 2020

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. . The Top B2B Customer Segmentation Best Practices. Get as Granular as You Need. Balance Segmentation. Be Ready to Act.

Best practices 71

Best practices B2B Enterprise Accountability 71

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. For example: How likely is it that you would recommend the Acme Company to a friend or colleague? It reflects both how enthusiastic customers are about your brand and how likely they are to recommend you to others.

Best practices 96

Best practices Surveys Upselling Journey mapping 96

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. For example: How likely is it that you would recommend the Acme Company to a friend or colleague? It reflects both how enthusiastic customers are about your brand and how likely they are to recommend you to others.

Best practices 95

Best practices Surveys Upselling Journey mapping 95

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. For example: How likely is it that you would recommend the Acme Company to a friend or colleague? It reflects both how enthusiastic customers are about your brand and how likely they are to recommend you to others.

Best practices 93

Best practices Surveys Upselling Journey mapping 93

Playvox

OCTOBER 27, 2021

If your contact center isn’t currently focusing on cross-selling and upselling, you’re missing a great opportunity to strengthen customer relationships and increase revenue. Our original contact center research revealed that 28 percent of contact centers generate 11 to 20 percent of their revenue from cross-selling and upselling.

Upselling 52

Upselling Contact Center Best practices Sales 52

CustomerSuccessBox

MARCH 31, 2022

Best Practices for Effective Customer Onboarding. What are the best practices for effective customer onboarding? Here’s a simple example of a client onboarding roadmap: Select the product -> Product orientation -> Discuss warranty -> Sign contract -> Turn over product -> Get feedback.

Best practices 52

Best practices SaaS Upselling B2B 52

JivoChat

FEBRUARY 16, 2021

In this guide, we’ll compare proactive versus reactive chat, examine the best practices when using proactive chat, and finish up showing you nine ways to use proactive live chat (with examples) on your site. Proactive Chat Best Practices. 9 Proactive Live Chat Use Cases (with Examples). Let’s get started!

Best practices 52

Best practices Upselling Abandon rate Analytics 52

aircall

MAY 28, 2021

With best practices for text messaging, your customer-facing teams will provide better service, while your sales and marketing teams can better interact with leads on a more personalized scale to more efficiently close deals. Why Use Text Messaging Best Practices. SMS Marketing: Text Messaging Marketing Best Practices.

Best practices 62

Best practices Sales Wireless Marketing 62

JustCall

DECEMBER 24, 2022

12 Customer Service Improvement Strategies and Best Practices. On the other hand, rewarding customer service experiences increase sales volumes, improve customer retention, unlock upselling and cross-selling sales opportunities, and fortify business growth. In today’s era, customers demand top-notch customer service.

Best practices 52

Best practices Customer Service Customer centricity Self service 52

Totango

JUNE 23, 2020

Five basic customer success best practices can help move the needle on your net promoter scores: Segment to Find Trends. A customer may have a strong respect for you and your performance, for example, even though their cash flow volatility suggests they are in danger of churning. 6 Best Practices for Your CS Team.

Best practices 62

Best practices Brand ambassadors Surveys Enterprise 62

JivoChat

APRIL 15, 2021

Below, we’ll dig into some of the reasons organizations are embracing this communication channel before looking at the benefits of live chat software for businesses and the best practices to know before getting started. Live chat provides businesses with more upsell and cross-sell opportunities. What is live chat?

Best practices 52

Best practices Upselling CRM Sales 52

CustomerSuccessBox

JUNE 5, 2019

The best practices for configuring a health score include. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. For example, you have 10 parameters for good health configuration and you are dealing in averages.

Best practices 89

Best practices Accountability SaaS B2B 89

aircall

JANUARY 29, 2021

Upselling and cross-selling . Time for role-playing to learn more about common types of calls and practice using call center software in a hands-on way. Time to listen to call recordings, including good and bad examples of how to address calls . Call center training encompasses many different areas. Product knowledge.

Best practices 62

Best practices Call Center call center software Morale 62

Totango

JANUARY 22, 2019

It requires you to use SaaS customer success best practices centered around mutual growth, a deep understanding of customer behavior, and constant monitoring of your customer’s journey. SaaS Customer Success Best Practices That Work. Here’s an example. Rapid Response to Customer Behavior.

Best practices 72

Best practices SaaS Upselling CRM 72

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. In a SaaS company it is vitally important to know how and when my customers are using the platform in order to take advantage of a patterns… [one can] see an upsell opportunity or save a customer from churning by seeing a decline in usage.” .

Best practices 72

Best practices Accountability Upselling SaaS 72

JivoChat

JANUARY 17, 2021

For example, they might be on a product page, a pricing page , or a contact page. For example, depending on the software, they might be able to see which screen the customer is currently viewing, which campaign brought to your website, and review notes from previous support interactions. Live Chat Support Best Practices.

Best practices 52

Best practices CRM Customer Support Personalization 52

ChurnZero

OCTOBER 28, 2022

That’s just one example. The post Which Customer Success best practices should you keep or let go in 2023? In the scaled model, we now have a monthly webinar on that topic, and we invite as many people as we can to it. That is what I’m talking about when I say scaled programs. How can we go do these things at scale?

Best practices 52

Best practices Chief Customer Officer Sales Upselling 52

Totango

JULY 29, 2022

Did you know that 70% of revenue in a subscription-based business comes from existing customer renewals and upsells? In order to ensure renewals and maximize upsell opportunities, it’s important to consistently provide value throughout the entire customer journey. Customer Expansion at its Core .

Upselling 111

Upselling Enterprise Accountability Metrics 111

Totango

FEBRUARY 9, 2024

For example, let’s say your MRR at the start of the month was $100,000, your MRR from renewals at the end of the month was $95,000, you lost $2,500 from churn, and you lost another $2,500 from downgrades. Multiply that total by 100 to convert the result to a percentage. What is net retention?

Upselling 108

Upselling Metrics Enterprise Best practices 108

TechSee

SEPTEMBER 21, 2023

This allows Sophie AI’s applications to naturally and organically assist agents, engineers, and customers in their context, using your best practices and operating procedures to guide them to full resolution. For example, a chat interaction with a website visitor differs from an email inquiry.

Engineering 109

Engineering Enterprise Chatbots Self service 109

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Here’s our guide to today’s best customer retention management software. Identifying customers in the market for upsell offers and referral invitations.

Customer retention 98

Customer retention Upselling CRM SaaS 98

Quality Contact Solutions

JANUARY 27, 2022

The fact is, I need to inspire my customer-facing staff to leverage best practices to increase sales. So many great ideas can quickly fall apart or appear unsuccessful simply because the strategy wasn’t necessarily the best approach for a team. Increase Sales by Upselling. Consider the following ideas: 1.

Sales 98

Sales Upselling B2C Best practices 98

JivoChat

APRIL 11, 2021

13 Best Welcome Message Examples. Welcome Message Best Practices. Here are 13 examples of how to do more with your business welcome messages. 13 Best Welcome Message Examples. These 13 welcome message examples will take a look at the best of the bunch. Let’s get started.

Sales 52

Sales Chatbots Best practices Personalization 52

Totango

OCTOBER 22, 2019

Best practices: . Using health scores to determine which customers may need more attention and which ones benefit from upsells. . Best practices: Develop and follow a standardized customer adoption user manual. Best practices: Create a standard contract template. Currently onboarding customers .

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

Totango

MAY 6, 2022

You should consider pursuing value-adding engagements, such as offering upsells or inviting referrals. For example, you may find that one account has a low score primarily because of low engagement, while another has support issues. Planning best practices to promote health for customers at each stage of their customer journey.

Best practices 116

Best practices Metrics Upselling Journey mapping 116

ClientSuccess

MARCH 8, 2018

Here is an example how a product leader is working with customer success. Often times these meetings can lead to upsell opportunities or new customer advocates, just as they frequently lead to product updates or new feature discussions. For product to get things in motion, you’ll have to commit to the use case or feature set.

Best practices 40

Best practices Feedback Upselling SaaS 40

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 97

SaaS Journey mapping Upselling Best practices 97

Totango

MARCH 19, 2021

For example, a customer’s frustration with their onboarding process may already be influencing their decision-making about what they will do when it’s time to renew their subscription. You can improve your customer’s experience at each stage of their journey by implementing best practices.

Best practices 124

Best practices Customer retention Upselling SaaS 124

Totango

OCTOBER 20, 2022

We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. What Is a Customer Success Manager (CSM)?

Management 90

Management Upselling Coaching Best practices 90

Totango

MARCH 15, 2022

For example, if you have repeatable onboarding procedures, you can automate the vast majority of your onboarding. The same principle applies to your procedures for each stage of your customer journey , including adoption , escalation , renewal , upsells and brand advocacy.

Best practices 95

Best practices Enterprise Upselling Scripts 95

Totango

SEPTEMBER 20, 2022

Finally, we’ll share five top strategies and best practices you can use to get the most out of your customer enablement efforts. Offering customized upsells geared toward customer needs and product usage patterns. Higher retention creates more opportunities for upsells and referrals, increasing revenue.

B2B 82

B2B SaaS Education Brand ambassadors 82

Totango

JULY 1, 2022

In a B2B SaaS context, SaaS customer loyalty is expressed primarily through actions like subscription renewals, upsell purchases, referrals and product engagement. Other important loyalty metrics include subscription renewal rate , churn rate, upsell rate, and customer lifetime value. How Can You Run B2B Referral Programs Successfully?

B2B 107

B2B SaaS B2C Upselling 107

Totango

SEPTEMBER 13, 2022

A customer success playbook is a set of best practices, key performance indicators, workflows, templates, and monitoring tools designed to ensure that clients achieve desired outcomes from using your product at each stage of their customer journey. Automate best practices that promote better customer experiences.

SaaS 86

SaaS Upselling Best practices Customer retention 86

Totango

JUNE 28, 2021

Creating opportunities for premium upsells. For example, you can offer freemium users a 30-day free trial of your premium product. This creates the opportunity to deliver an appealing upsell offer inviting users to try your premium product. Incentivizing prospects to provide contact information.

Upselling 89

Upselling SaaS Best practices Sales 89