Totango

AUGUST 23, 2022

Then, we’ll consider why B2B touchpoints are useful for customer success teams and why mapping them out is such a powerful strategy. Finally, we’ll offer some guidelines on how to structure your B2B customer journey map around key touchpoints and how to use technology to automate an effective touchpoint management strategy.

B2B 116

B2B Journey mapping SaaS Engineering 116

Totango

AUGUST 18, 2022

Finally, we’ll offer some tips on why optimizing your onboarding process matters and how you can leverage technology to integrate your checklist into an efficient onboarding process. Completing these steps enables a new customer to start making practical use of your product and its features. What Is the Client Onboarding Process?

Journey mapping 93

Journey mapping SaaS Upselling Enterprise 93

Totango

JUNE 4, 2021

By combining technology with best practices, you can maximize interaction with your clients and build brand loyalty. You can set up the Onboard New Customers SuccessBLOC to reach out to customers proactively offering tips or assistance. You can apply this strategy to automated messages throughout your customer journey.

B2C 62

B2C Upselling Journey mapping B2B 62

ChurnZero

MAY 3, 2022

2: CSM Practice A consulting firm that specializes in helping tech and services organizations optimize their CS effectiveness, CSM Practice offers an encyclopedic CS YouTube channel covering everything from the basics of CS to deep dives into KPIs. Customer Success Career (playlist) : Tips for getting hired, then hiring your own team.

Journey mapping 52

Journey mapping Customer centricity SaaS Education 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

MARCH 26, 2021

Now that we have an idea of what the customer lifecycle is, let’s take a closer look at each of its stages and how best practices combined with technology can help optimize the customer experience in each stage. Resources: The Customer Journey Map: An Ultimate Guide. 7 Customer Onboarding Best Practices.

SaaS 66

SaaS Best practices Upselling Education 66

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. For security, ISO 27001 is the world’s best-known standard for information security management systems (ISMS). You reach them where they are with the messages that resonate with them.

Feedback 83

Feedback Consulting Consulting Enterprise 83

Totango

FEBRUARY 10, 2021

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. Blog posts with tips addressing common concerns. Segment your customer database for personalized communications.

Customer retention 85

Customer retention Journey mapping Benchmark SaaS 85

Totango

JUNE 24, 2022

While the challenges SaaS presents for customer success can be formidable, SaaS also offers some major advantages for software providers: The digital nature of SaaS means that providers can engage with clients digitally throughout their customer journey. Key performance indicators should be defined for each customer journey stage.

Best practices 103

Best practices SaaS Journey mapping B2C 103

REVE Chat Blog

NOVEMBER 21, 2019

Top expert marketers agree that lead generation ideas and best practices are the most important element in their marketing arsenal. Top lead generation ideas & best practices that work. It will open the door for upselling. Map your customer journey . What is Lead generation? .

Best practices 77

Best practices B2B Sales Chatbots 77

SmartKarrot

OCTOBER 5, 2023

Account mining, or the practice of deepening relationships with existing customers to upsell or cross-sell, is the gold standard for sustained business growth. A detailed client profile can help spot upsell or cross-sell opportunities. The buyers profile assessment and mapping is a must. What are their needs? Challenges?

Accountability 10

Accountability Upselling Journey mapping Feedback 10

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. After diving deeper into what the Net Promoter Score question is and what it tells you, we’ll cover some tips on how to ask the NPS question the right way and how to follow up after conducting an NPS survey.

Best practices 97

Best practices Surveys Upselling Journey mapping 97

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. After diving deeper into what the Net Promoter Score question is and what it tells you, we’ll cover some tips on how to ask the NPS question the right way and how to follow up after conducting an NPS survey.

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. After diving deeper into what the Net Promoter Score question is and what it tells you, we’ll cover some tips on how to ask the NPS question the right way and how to follow up after conducting an NPS survey.

Best practices 94

Best practices Surveys Upselling Journey mapping 94

Totango

AUGUST 11, 2022

Then, we’ll consider why digital client relationships are so crucial for SaaS businesses and offer 14 tips you can quickly implement to help you build these digital relationships. Upsell purchases. The email can contain tips for completing onboarding with a tutorial link. Examples include: Search engine queries and ads.

SaaS 106

SaaS Journey mapping B2B Feedback 106

CustomerSuccessBox

JUNE 8, 2022

Irit has played a pivotal role in shaping Customer Success best practices and methodologies. Because this encapsulates not just logo churn, meaning the number of customers that have actually left, but also the actual impact on the business, including down sells, and then offset by some of the upsell work that your team might have led.

Management 52

Management Upselling Accountability Metrics 52

Totango

MAY 6, 2022

You should consider pursuing value-adding engagements, such as offering upsells or inviting referrals. To ensure continuing engagement, you should initiate actions to add value, such as sending reminders or tutorial tips based on customer activity. Flagging customers at risk of churn so you can intervene to promote retention.

Best practices 117

Best practices Metrics Upselling Journey mapping 117

Totango

MARCH 2, 2021

Content that can enhance the freemium experience includes: Drip campaigns featuring how-to tips. The Totango Spark platform’s Freemium SuccessBLOC provides tools to help you automate the process of guiding freemium prospects along the journey to becoming paying customers. Make Each of Your Customer Journey Stages Count.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

SmartKarrot

DECEMBER 3, 2020

Focus on Customer Journey. Mapping your customer’s journey is not easy. You can become closer to experts in your field, learn amazing tips, best practices, and grow mutually. Customer success needs to be looked at as a lifelong journey rather than a single night turnover.

Management 10

Management Customer centricity Journey mapping SaaS 10