NobelBiz

MAY 25, 2023

It was meant to describe a marketing software that could build a single customer view (a collection of all of a customer’s data and events into one file). To assess the ease of integration, it’s helpful to inquire about the vendor’s experience working with similar systems and to request case studies or customer testimonials.

call center software 98

call center software Call Center APIs Contact Center 98

ClientSuccess

NOVEMBER 26, 2018

While many customer success managers (CSMs) are well-versed in the day-to-day activation and implementation conversations with customers, introducing them to additional services, turning them into advocates, and having upsell conversations, their customer marketing strategies and results can often fall short.

Marketing 56

Marketing Upselling SaaS Customer retention 56

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. For larger clients, it’s a good idea to conduct interviews and build a case study around exactly what you did to help them.

Marketing 53

Marketing Best practices Upselling Feedback 53

CSM Practice

JUNE 4, 2021

In a high touch enablement model, a good way to measure your Customer Success efficacy is by using lagging indicators, which are the long term effects of an event that happened in the past. For example, conducting business reviews is expected to result in an increase in upsell revenues (See Expansion Revenues KPI example below).

SaaS 52

SaaS Upselling Metrics CRM 52

CustomerSuccessBox

MAY 18, 2022

A dedicated AI-powered customer success platform aiding SaaS firms to onboard, retain, upsell and drive MRR. It isn’t a denial that setting the best customer experience is hard and is not an overnight event. Here is the list of 10 Customer Success blogs to follow and save in your digital library in 2022! CustomerSuccessBox.

SaaS 52

SaaS Upselling Education Customer retention 52

Squelch

OCTOBER 25, 2019

Hosted by the Technology Services Industry Association (TSIA), the event brought together thousands of technology and services company leaders to share strategies and solutions for meeting rising customer expectations. TSW Event Highlights. They say what happens in Vegas, stays in Vegas. Top TSW Learnings.

Chief Customer Officer 40

Chief Customer Officer Entertainment Government Upselling 40

REVE Chat Blog

NOVEMBER 21, 2019

With the help of consistent newsletters, events or seminars/webinars you can educate your leads in the best way. Enhanced ability to upsell with relevant deals and offers – The sales agents can offer information about the current sale going on, or a discount coupon available for the product they are interested to purchase.

Best practices 77

Best practices B2B Sales Chatbots 77

CSM Magazine

JULY 16, 2020

Meanwhile, scaling today’s virtual AI solutions is easy, enabling managers to adapt to unexpected events and emergencies as they happen such as the Covid-19 pandemic. Virtual Customer Assistants (VCAs) for example, are a bonus to customer service departments through their ability to cross-sell, upsell and prevent agent churn.

Automotive 59

Automotive Transportation Enterprise Upselling 59

Totango

JUNE 23, 2020

Strong scores could encourage you to take action in the form of upsell, cross-sell, and expansion campaigns , or by developing a customer case study or asking the customer to speak at an event. Best practice is to send out a survey after each “success event.” 6 Best Practices for Your CS Team.

Best practices 62

Best practices Brand ambassadors Surveys Enterprise 62

Totango

AUGUST 14, 2020

Ideally, this long-term partnership will see your customer reach milestones with your help, expand their use of your product, and upsell or cross-sell in other ways. Identify key champions of product line, ask for case study/quote/event speaking slot. Review results with internal stakeholders at Y date.

Enterprise 76

Enterprise Feedback Upselling Accountability 76

SmartKarrot

MARCH 9, 2023

Control important team KPIs, including churn, upsells, adoption, and activity management. To help the revenue team reach the NRR goal for your region(s), you will plan effective renewals and spot upsell opportunities. communicate with marketing to make it easier to organise customer events and produce content for case studies.

Upselling 19

Upselling Benchmark SaaS Accountability 19

SmartKarrot

FEBRUARY 4, 2022

Develop, prepare, and nurture clients for advocacy; drive client references and case studies. Broaden internal relationships across multiple internal divisions including but not limited to: Marketing, Programming, Events, Media Strategy, Integrated Planning.

Enterprise 19

Enterprise Accountability Upselling Coaching 19

ClientSuccess

APRIL 20, 2017

Product wants to speak with a customer about a feature, Marketing wants to do a case study, and so on. For instance, if they participate in a case study they need to see that they helped that come to life. Customers should never know all of the challenges of the company, but should know how they impact change.

SaaS 40

SaaS B2B Engineering Best practices 40

CustomerSuccessBox

APRIL 3, 2022

It enables Customer success managers like you to deliver a consistent customer onboarding experience, improve retention and drive upsell We’re that excited to have you on board! To collect client tales, case studies, and testimonials, customer success teams collaborate with marketing. Hope you’re good to go.

APIs 52

APIs Accountability SaaS Marketing 52

SmartKarrot

JUNE 15, 2021

Improve customer referenceability, deliver case studies and POVs based on implementations. Work with your team to focus on incremental strategy & upselling throughout the campaign cycle in order to maximize revenue. Working with Membership Manager to identify any upsell/cross-sell opportunities.

Upselling 10

Upselling Coaching Customer centricity CRM 10

Influitive

MAY 12, 2016

Once you’ve identified which advocates are connected with which accounts, you can ask your advocates to contact them directly via email, phone or at in-person events to recommend your solution. Make your content even more personal . With so many cooks in the kitchen, getting them to agree on anything is no easy task.

Accountability 61

Accountability Marketing B2B Customer advocacy 61

SmartKarrot

JANUARY 25, 2022

When a sale is not a one-time event but a recurring one, companies need to close new customers and keep the existing ones for the next renewal. Here are some of the ways: Identify candidates that can be good role models for customer success through case studies, press releases, and testimonials.

Marketing 10

Marketing SaaS Upselling Education 10

ChurnZero

FEBRUARY 26, 2021

But along with meeting the demands of their external-facing role, Customer Success also faces a barrage of internal requests – whether it’s case studies for Marketing, referrals for Sales, or research for Product. “In Blog: The SaaS Debate: Who Owns the Renewal and Upsell? Want to join our next virtual RYG live?

Management 59

Management Feedback Sales SaaS 59

CSM Practice

FEBRUARY 24, 2020

Advocacy activity measures the number of advocacy activities your CSM or Customer Success team drove, such as referrals, reviews, case studies, etc. Irit is frequently featured in podcasts , books , and industry events as a subject matter expert on customer success operations and strategy. 6. Net Promoter Score (NPS).

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

Freshcaller

AUGUST 28, 2018

Some days a call center agent needs superpowers or at the least a jetpack to swift through the ‘series of unexpected events’ that’ll test their limits. Because B2B support is not just about answering tickets and handling customer calls, it’s also about upselling, sometimes pre-sales as well. That too all this in zen mode!

B2B 49

B2B Call Center Customer Support Upselling 49

SmartKarrot

MAY 21, 2021

KPIs of the position: retention, adoption, expansion, case studies conducted & collected, referrals/references obtained. Maintain a forward-looking calendar of digital events and communications, sharing with the marketing & product team on a regular basis.

industry standards 10

industry standards Metrics Upselling Enterprise 10

SmartKarrot

JUNE 4, 2020

Based on the growing needs of customers, the CSM can either upsell or cross-sell better versioned products or services. How does the upselling or cross-selling help in customer retention? Organize conferences and events. You can feature a short case study or a story of any of your customers who got success through your product.

SaaS 10

SaaS Marketing Upselling Customer retention 10

SmartKarrot

JULY 28, 2021

Upsell Obby paid plans by confidently communicating the features and benefits. Engage customers for marketing activities such as case studies, reference calls and participation in Workday customer events. Train and engage the teachers ensuring they know how to extract value from Obby in their everyday working life.

Finance 10

Finance Accountability Upselling SaaS 10

SmartKarrot

NOVEMBER 26, 2020

Upsell the capabilities of the platform for account growth with the existing customer. testimonials, case studies, attending events). Work with the technical team of Hubbler to guide the feature development and developing technical capabilities to meet customer needs and also build an efficient product roadmap.

Upselling 10

Upselling Accountability Surveys Engineering 10

SmartKarrot

APRIL 16, 2021

Ability to identify additional opportunities to drive upsells and partner with sales to deliver on revenue goals. Coordinate with Customer Experience to ensure were delighting customers, so we can capture customer stories leading to referrals, testimonials and case studies. In reseller / Partner network.

Accountability 10

Accountability Upselling Coaching Metrics 10

SmartKarrot

AUGUST 27, 2020

In short, they can: Exchange customer stories Organize events Expand existing customer accounts Pool customer information to drive strategy formation. Plus, those success stories are case study gold for marketing. Organize events. You should organize events like annual conferences or short online events like webinars.

Marketing 10

Marketing SaaS Accountability Customer centricity 10

ChurnZero

DECEMBER 20, 2019

By focusing efforts on retaining active users by iterating their existing services based on rich customer data, companies will have more opportunities to engage, upsell , and ultimately scale. . . BIG RYG— ChurnZero’s one-day educational and networking event—is every CS leaders dream come true.

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Upsell purchases. Showcase client case studies. Showcase Client Case Studies. Social media posts.

SaaS 106

SaaS Journey mapping B2B Feedback 106

CustomerSuccessBox

JULY 19, 2022

A customer success organization should design its brand evangelism strategies at this stage by reaching out to testimonials, reviews, case studies, and more. You can use data to determine the best time to push upsells to your customers. It will also help you gain their trust. Personalization is something that data excels at.

Upselling 52

Upselling SaaS Best practices B2B 52

CustomerSuccessBox

NOVEMBER 16, 2021

This could help your business in the form of renewals, upsells, and referrals as well. Could you hold virtual events that provide value outside of the product? Resources- Blogs, Podcasts, Case studies, etc. Documented FAQs, blog posts , podcasts, customer case studies, etc. Outreach is important.

Management 52

Management Feedback Upselling B2B 52

Totango

DECEMBER 10, 2019

It’s also hard to ensure there’s a Customer Success Manager (CSM) assigned to every account and that key events in the customer journey receive the proper response. How can you help the sales team increase the number of licenses or upsells? Is there a way to help marketing segment customers for case studies or reference testimonials?

Customer retention 64

Customer retention B2B Enterprise Metrics 64

SmartKarrot

DECEMBER 7, 2020

Build case studies highlighting success with customers. Ensure client’s satisfaction (measured by NPS), handle contract renewals and upsells, with a focus on avoiding client churn. Work collaboratively with teams to contribute to company events, blog, etc. Presentations, Case studies).

Upselling 10

Upselling Employee engagement Education Best practices 10

CustomerSuccessBox

NOVEMBER 24, 2021

Relevant content can include various resources like blog posts, videos, case studies, podcasts, webinars, etc. Get ahead of milestone events — such as renewals — by setting up alerts that trigger tasks/programs to prepare for the same. The tool auto-generates risk and upsell alerts to draw a success manager’s attention.

Upselling 52

Upselling Feedback Customer advocacy B2B 52

ChurnZero

DECEMBER 15, 2021

These can be set up to target just the right customers, at just the right time, with the most relevant upsell offers. Use Cases for Every Case Study. Marketing teams can use Customer Success software to easily source customers for case studies without needing to ask or rely on the Customer Success team for input.

Sales 98

Sales Marketing Accountability Surveys 98

ChurnZero

APRIL 2, 2021

Find customer use cases for every case study. Using Customer Success software, marketing teams can easily source customers for case studies without having to ask or rely on the Customer Success team for input. Reinforce marketing content in your application.

Sales 64

Sales Marketing Surveys Accountability 64