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 85

B2B SaaS Education Brand ambassadors 85

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

ChurnZero

JULY 17, 2020

In some cases, the renewal process is owned by the Sales team (not the Customer Success team). Assuming that the Sales team owns the renewals, this blog will first address the question of which role within Sales should own the renewal process. Who in Sales owns the Renewal Process? Four Tips to a Better Renewal Process.

Sales 59

Sales Chief Customer Officer Upselling Accountability 59

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

Totango

JUNE 17, 2021

And we’ll reveal pro tips for leveraging customer segmentation using today’s technology. Sales funnel stages. However, audience segmentation is geared towards audiences segmented from a marketing and sales perspective. We’ll look at the different ways you can segment your customers and when to apply each. Onboarding progress.

B2B 71

B2B Accountability Journey mapping Sales 71

JivoChat

JANUARY 17, 2021

Without live chat support, you run the risk of losing potential sales with back-and-forth emails. Guiding shoppers towards a purchase or upselling with personalized offers. Live Chat Support Best Practices. In this section, we’ll cover live chat support best practices for both customer support agents and managers.

Best practices 52

Best practices CRM Customer Support Personalization 52

Totango

MARCH 10, 2020

To do that, we can use these 5 customer experience tips: Turn Customer Hopes into Personal Goals. These tips will help you distill the entire customer journey into easy to manage, easy to accomplish daily goals and actions. . You’re using real customer information to create practical and effective customer engagements. .

Customer Experience 93

Customer Experience Upselling Feedback SaaS 93

ClientSuccess

DECEMBER 19, 2022

This playbook should include tips on how to diagnose problems, define troubleshooting processes, and provide resources that can be used to help solve customer issues. Training & Education Playbook: CSMs need to be able to provide customers with information and resources on a variety of topics, from product features to best practices.

Upselling 72

Upselling Education Best practices Sales 72

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 102

Customer retention Upselling CRM SaaS 102

TechSee

JUNE 16, 2022

At Miele, Eric is also accountable for the management of escalation departments, offline processes, e-care solutions, national call center consolidation, multi-product services, upselling / cross selling and re-defining the consumer experience. He also sits on the board of Directors for CSPN. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

JustCall

AUGUST 7, 2023

One brand that is integrating accessibility best practices in its offerings is Airbnb: Image Source The brand offers accessibility-friendly features such as enhanced search filters, verified with 3D scan accessibility features within homes, and accessibility reviews. Notice how the bot also offers styling and beauty tips.

Sales 52

Sales Chatbots Self service Accountability 52

ChurnZero

FEBRUARY 9, 2021

This course address what CSM is and why it’s important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Engaging Preparation Best Practices for Customer Success Management

Journey mapping 98

Journey mapping Best practices Consulting Consulting 98

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

ClientSuccess

JULY 5, 2017

For customer success leaders, these roadblocks or pitfalls can be the tipping point between customer satisfaction and customer churn. 5 Common Success Post-Sales Pitfalls. Understanding Post-Sales Lifecycle Management. 5 Pitfalls, Strategies, & Best Practices. The Sales Handoff Strategy.

Sales 40

Sales Upselling Best practices SaaS 40

ChurnZero

MAY 3, 2022

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 98

Journey mapping Customer centricity SaaS Education 98

ChurnZero

FEBRUARY 17, 2021

Best Practices for Creating Customer Success Capabilities and Organizations. TSIA Resource: Tips for Hiring A Customer Success Manager. Efficient Sales Models. TSIA Resource: 3 Tips to Lower Sales Costs Using Your Customer Success Org. TSIA Resource: Best Practices in Low Touch Customer Success.

Best practices 78

Best practices Upselling Analytics SaaS 78

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

JustCall

APRIL 3, 2023

Renewals and upsells : Another important area of responsibility for the customer success team is driving customer renewals and identifying opportunities for upsells. So, make sure to arm them with the right training, resources, and support, as well as offer relevant upsell opportunities to expand their usage of the product or service.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

Babelforce

FEBRUARY 15, 2022

Or identify below-average performers and offer tips to help them improve. Imagine you start a campaign of targeted upselling: tracking revenue per call before, during, and after the change will show the impact it has on sales. Here are some strategies you can use: Upselling and cross-selling. Measure agent performance.

Upselling 52

Upselling Contact Center Metrics Coaching 52

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 67

SaaS Best practices Upselling Education 67

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

ChurnZero

FEBRUARY 9, 2021

This course address what CSM is and why it’s important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Engaging Preparation Best Practices for Customer Success Management

Journey mapping 52

Journey mapping Best practices Consulting Consulting 52

Talkdesk

JUNE 7, 2017

In your current sales process, what happens to your phone conversations after the call ends? What if all of your sales calls were automatically recorded and filed in your CRM so you could go back and relive that conversation any time you wanted? Here’s a list of ways that call recordings can help your sales team: No More Note-Taking.

Sales 40

Sales Upselling Coaching CRM 40

ChurnZero

JANUARY 18, 2024

A chief customer officer is an operational role responsible for all customer-facing activity post-sale. The experts we work with suggest searching for leaders who have worked in multiple post-sale functional roles. While we don’t typically advocate that sales reports to the CCO, this company believes that’s the best structure for them.

Chief Customer Officer 52

Chief Customer Officer SaaS Sales Upselling 52

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

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

CustomerSuccessBox

JUNE 18, 2021

What is the best way of handoff between Customer Success and Sales. As a customer Success manager when do you engage with the sales manager for the best result. Webinar: Best Practices for a Customer Success team. Tips on how to analyze the churn better which in turn will help you reduce churn.

SaaS 52

SaaS B2B Customer retention Upselling 52

Fonolo

JULY 5, 2023

30 Call Center Tips and Tricks You Can’t Live Without 3. How they approach upselling opportunities Upselling is something that all your customer-facing employees should be doing — not just sales. Remember that the customer experience doesn't end when you make the sale. And don’t forget to follow up!

Surveys 104

Surveys Brand ambassadors Sales Upselling 104

ClientSuccess

SEPTEMBER 3, 2020

If you are looking to build out your Client Success team, read these helpful tips here. . Ideally, most objectives are quantitative and aligned to the important KPIs of the business (retention, upsell, cross-sell, NPS, # of case studies, etc.). I’ve tried all three models over the years and prefer the third model: Base + Variable.

Management 111

Management Upselling Sales Accountability 111

CustomerSuccessBox

MARCH 17, 2022

A Customer Success playbook is a list of proactive, and best practice actions that CSMs must perform! Pro tip : Customer Health Score Template. Pro tip : Churn Analysis Framework. ” Ensure that your customer gets the value your marketing and sales teams promised. .” Upsell Playbook.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

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. It also promotes higher product usage, increases the likelihood of upselling purchases and encourages customers to become enthusiastic brand advocates.

Journey mapping 95

Journey mapping SaaS Upselling Enterprise 95

Amity

FEBRUARY 26, 2018

Know which specific problems your product solves, and what the best practices and configurations that provide the optimum experience to your customers are. Pro tip: A lot of SaaS companies usually employ a mix of fixed and flexible prices. Take a step further and go beyond the sales lifecycle. and what the billing (i.e.

Upselling 84

Upselling SaaS Feedback Sales 84

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. Onboarding: Educational guides and tip sheets sent through timed nurture streams facilitate adoption post-purchase.

Best practices 52

Best practices Metrics Education CRM 52

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. Include stakeholders from all departments.

Accountability 42

Accountability Upselling SaaS Feedback 42

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

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. Started using new feature: Send best practices and power tips documentation. Schedule an adoption review in 30 days.

Upselling 65

Upselling Accountability Customer retention Metrics 65