Call Experts

OCTOBER 5, 2023

Driving Revenue As explained by Contact Center Pipeline , effective call center agents can do more than just resolve issues; they can also upsell or cross-sell products and services, contributing to increased revenue. Regularly review call center procedures and adjust them to align with evolving customer needs and industry best practices.

Contact Center 105

Contact Center Call Center outsourcing contact center solutions 105

ChurnZero

OCTOBER 1, 2022

The Q&A portion of the webinar dug into CSQLs deeper—covering the ideal time to roll out a CSQL model and the biggest pitfalls of its implementation—while also delving into whether CSMs should close upsells, and how to assign CSM books when they own expansion. Q: Should CSM roles close upsell deals? I have worked it as a CSM.

B2C 97

B2C Upselling B2B Accountability 97

Call Experts

APRIL 8, 2024

Driving Revenue As explained by Contact Center Pipeline , effective call center agents can do more than just resolve issues; they can also upsell or cross-sell products and services, contributing to increased revenue. Regularly review call center procedures and adjust them to align with evolving customer needs and industry best practices.

Contact Center 52

Contact Center Call Center outsourcing contact center solutions 52

Education Services Group

FEBRUARY 1, 2023

The relationship building might look something like this: Working with Finance to integrate renewal dates, opportunity creation, and accurate accounting metrics into dashboards and reports the team will reference each day.

Metrics 52

Metrics Construction Finance Upselling 52

Global Response

JANUARY 31, 2024

What’s more, it allows them to strategically upsell and cross-sell while fully remaining in line with U.S. business practices and consumer protection standards. Industries handling sensitive personal data (like healthcare or finance) might find more value in domestic call centers.

Call Center 62

Call Center Telemarketing Government Healthcare 62

SmartKarrot

JUNE 2, 2022

Scale the Customer Success department against business needs through hiring, cultivating leaders, installing best practices, and reinventing processes as we grow. Work collaboratively with other senior executives and departments across the company, including Product, Engineering, Sales, Finance, and others.

Best practices 19

Best practices Finance Upselling Enterprise 19

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

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. Collaborate cross-functionally across the Sales, Product, Marketing, and Finance teams to improve the onboarding and product offering for the customers.

Upselling 19

Upselling CRM Finance Benchmark 19

SmartKarrot

APRIL 18, 2022

Drives innovation, best practices, and process improvement. Educate advertisers on Criteo’s Management Center functionality and best practices, partner with the product teams to deliver feedback to enhance and evolve Criteo’s platform. Apply here: [link] Role: Sr.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

Education Services Group

JUNE 9, 2022

The most successful forecasting methodologies happen when there is complete alignment between teams and stakeholders…specifically Customer Success, Sales, and Finance. I know we’ve all seen that phrase a lot over the last few years but hear me out. Multi-factor approach. Then run a more qualitative analysis.

Finance 52

Finance Sales CRM Consulting 52

SmartKarrot

NOVEMBER 2, 2022

Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Drive upsell/cross-sell opportunities with existing accounts for incremental client growth.

Finance 19

Finance Accountability Upselling Consulting 19

SmartKarrot

OCTOBER 21, 2022

Interact with Sales, Product, Engineering, Support, Services, Finance and Executive teams to drive positive change on behalf of the customers. Proactively advise customers on best practice approaches to patient engagement and practice growth by leveraging the wide range of product features. Apply here: [link].

Finance 19

Finance Upselling Coaching Engineering 19

Amity

DECEMBER 14, 2016

Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. This is our most advanced product available , and we serve customers across many different industries, from finance to technology startups and everything in between. Some teams are responsible for onboarding and training. 8-9am COFFEE.

Management 84

Management Finance Enterprise Accountability 84

SmartKarrot

MAY 23, 2022

Role: Director of Customer Success – North America Location: New York, NY, US (On-site) Organization: Leapsome As a Director of Customer Success, you will establish the best customer experience across the customer journey with onboarding, support, account management and upselling and turn the customers into advocates.

Finance 19

Finance Upselling Consulting Consulting 19

SmartKarrot

DECEMBER 3, 2021

Continue to drive a company-wide culture of CS, working with Sales, Finance, Product (to influence roadmap), and Marketing to maximize resources available to the team. Identify opportunities and lead upsell/cross-sell deals from start to finish.

Customer advocacy 19

Customer advocacy Technical Support Education Finance 19

SmartKarrot

MARCH 9, 2022

Understand and provide knowledge of the Condeco system and products, including configuration, infrastructure, best practices, and functionality. Track & monitor customer status, identify areas of concern and pursue growth and upsell opportunities. Apply here: [link].

Finance 19

Finance Government Upselling Accountability 19

SmartKarrot

NOVEMBER 10, 2021

Ensure revenue growth in line with Net & Gross Revenue Retention targets, with direct responsibility for cross and upsell. Guide the Birdie leadership team on the evolution required to achieve our goals and partner closely with leadership across Commercial, Product, Finance, and Talent teams to deliver it.

Finance 19

Finance Upselling Accountability Engineering 19

SmartKarrot

JUNE 1, 2021

Identify and document regional best practices while also sharing global best practices across several functional domains. Maintains a deep understanding of the products and practices to serve as a point person for the accounts. Identify opportunities to upsell & cross-sell products and reduce client churn rate.

Best practices 10

Best practices Finance Benchmark Upselling 10

SmartKarrot

JANUARY 6, 2021

Provide customer insights based on a solid understanding of the best methodologies for architecture, implementation, adoption & migrations of solutions. Get alignment with ELT, Sales, Marketing, Product, and Finance around Customer Success strategy and execution.

Upselling 10

Upselling Accountability Finance Best practices 10

SmartKarrot

JUNE 18, 2021

Adopt, help manage customer success best practices and methodologies for successful engagements throughout the customer lifecycle. Establish upsell and cross-sell playbooks to expand Canary footprint within the customer base. Manage and increase customer satisfaction, renewal/expansion, and overall client health.

Strategic Value 10

Strategic Value Finance Best practices Upselling 10

SmartKarrot

NOVEMBER 23, 2020

This individual is supposed to aid the Finance and Sales unit, in addition to revising and reporting renewal opportunities. You might also like: Top 7 SaaS Subscription Renewal Best Practices – Includes a valuable list of Top 7 SaaS Subscription Renewal Best Practices for growing your SaaS Business.

SaaS 10

SaaS B2B Management Finance 10

SmartKarrot

FEBRUARY 17, 2021

Establish a relationship with key ecosystem partners and build joint upsell opportunities. Coordinate finance and billing on behalf of customers. Facilitate introductions and referrals to help the clients share best practices and grow the influence. Transform customer feedback into actionable product roadmap items.

Enterprise 10

Enterprise Technical Support Finance Upselling 10

SmartKarrot

JULY 28, 2021

Create best practices at scale to leverage Churnzero, Salesforce and other existing tools that will allow the business to better assess risk and opportunity as well as ensure a streamlined customer experience. Upsell Obby paid plans by confidently communicating the features and benefits.

Finance 10

Finance Accountability Upselling SaaS 10

SmartKarrot

JANUARY 22, 2021

Improve and advocate for customer experience by identifying opportunities to enhance the product and services features, functioning as the key connection between the Success team and Product, Engineering, Marketing, Ops, Finance, etc organizations. Providing industry best practices to technical and business users.

Finance 10

Finance Upselling Engineering Best practices 10

SmartKarrot

JUNE 29, 2020

Apply here: [link] Role: Customer Success Manager Location: Boston, Chicago, US Organization: Seismic As a Customer Success Manager, you will have to drive product adoption, highlight best practices and ensure client retention. Manage multiple fast-paced projects and ensure success and ongoing client satisfaction. Apply here: [link].

Technical Support 10

Technical Support Finance Upselling Accountability 10

SmartKarrot

FEBRUARY 24, 2021

Partner with the extended ecosystem within Checkr – Technical Account Management, Professional Services, Product Management, R&D, Finance and other departments to ensure cross-functional collaboration on meeting/exceeding customer expectations. Provide operational oversight of the business to deliver on targets and KPIs.

Customer advocacy 10

Customer advocacy Finance Upselling Accountability 10

SmartKarrot

FEBRUARY 9, 2022

However, one can find top executives in sales, marketing, finance, product, or customer support who are ready to carry out the role of a CS professional. With that, they can bring out a change in net retention rates or NRR, expansions, cross-sells, upsells, health scores , customer satisfaction scores , NPS, and so much more.

Chief Customer Officer 10

Chief Customer Officer Upselling Benchmark Metrics 10

Quiq

APRIL 11, 2023

Rising Customer Expectations Today’s customers expect personalized experiences across all industries, from retail and hospitality to finance and healthcare. Increased Revenue By providing personalized CX, businesses can also increase revenue by creating more opportunities for cross-selling and upselling.

Personalization 52

Personalization Healthcare Finance Best practices 52

SmartKarrot

AUGUST 16, 2022

All things renewal, upsell, and other expansion formats can be considered. If the product is very technical, you can even include the CTO or such C-executives to get the best outcomes. For example: If your product is a finance solution, the main users would be the customer’s finance team. Discuss terms of renewal.

Chief Customer Officer 10

Chief Customer Officer Benchmark Finance Metrics 10

SmartKarrot

JULY 6, 2022

Try to search for a good finance business partner. To create enduring connections with clients and colleagues in this dynamic environment, put up a few best practice courses on how to make the most of attendees’ time at conferences, dinners, and workplace gatherings. Like what you are reading? Sign up for our newsletter.

Chief Customer Officer 10

Chief Customer Officer Brand ambassadors Education Upselling 10

SmartKarrot

APRIL 21, 2023

In other words, expansion revenue is generated from upselling or cross-selling to existing customers. Best Practices for Implementing Revenue Intelligence Implementing revenue intelligence requires a systematic approach that involves data analysis, technology, and organizational alignment.

CRM 10

CRM Metrics Analytics Sales 10

SharpenCX

MAY 16, 2022

7 Best Practices for Running an Effective Outbound Contact Center. Let’s explore best practices for helping your agents experience successful calls and provide a memorable experience. And it’s also great for creating opportunities to upsell and cross-sell your products and services. Tech leaders? Do Your Research.

Contact Center 67

Contact Center Scripts Call Center call center software 67

CustomerSuccessBox

JULY 19, 2022

There is no structured repository to consolidate, manage, and access best practices. In contrast, a framework covers all the best practices & fundamentals that should be present in all B2B SaaS businesses. You can use data to determine the best time to push upsells to your customers.

Upselling 52

Upselling SaaS Best practices B2B 52

NobelBiz

JULY 25, 2023

Risk Management: Safeguarding Brand and Compliance In the sensitive world of customer interactions, one misstep can have reverberating effects: Compliance Monitoring: For industries like finance or healthcare, certain regulations dictate how interactions should be handled.

Analytics 98

Analytics Call Center Scripts Contact center software 98

Totango

NOVEMBER 19, 2019

Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. ROI is now an outcome of the customer experience, and the best way to boost customer success ROI is to streamline those efforts using targeted best practices. .

Best practices 64

Best practices Customer centricity Enterprise Finance 64

ChurnZero

MARCH 22, 2019

This was just one of the takeaways from our well-attended webinar this week on- Understanding the Real Impact of Improving Retention and Customer Success Best Practices. So, the initial sale is very small, and all the sale is upsell. So here, it’s really all about new sales. Who would you rather buy from?

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

Totango

NOVEMBER 19, 2019

Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. ROI is now an outcome of the customer experience, and the best way to boost customer success ROI is to streamline those efforts using targeted best practices. .

Best practices 48

Best practices Customer centricity Enterprise Finance 48