Amity

MARCH 28, 2018

Automation helps Customer Success teams focus their human sensitivity and it empowers them to create value and coach customer towards better outcomes. Automation helps you become a true proactive coach, an advocate, and a partner for your customers. > Watch our webinar recording to learn how to build your own onboarding playbook !

Coaching 95

Coaching Upselling SaaS Technology 95

JustCall

APRIL 4, 2023

You can create a rich repository of blog posts, ebooks, webinars, and other forms of educational material. Upselling and Cross-selling Both these techniques are extremely effective in increasing sales revenue. Upselling involves offering the customer a higher-priced or upgraded version of the product they are interested in.

Call Center 52

Call Center Sales Inbound sales Upselling 52

ChurnZero

FEBRUARY 3, 2021

As a follow-up to our well-attended webinar on “ Selling for People Who Don’t Love Sales ” with Bryan Neale from Blind Zebra Consulting, we wanted to get more of our audience’s questions answered. . You can find the initial Q&A recap from the webinar here. . Additional Q&A. That’s just crazy.

Sales 52

Sales Upselling Coaching Personalization 52

Help Scout

SEPTEMBER 18, 2018

Instead of replying with a link to the knowledge base Doc and moving on, using Support-Driven Growth you might reply: “ Yes (here are the details) — and I notice you just started a trial but you haven’t been to a webinar yet. Yes, and … is the ultimate “ upselling ” tool. Webinars: Not a lot of people sign up for the free classes.

Coaching 40

Coaching Customer centricity Upselling Sales 40

ChurnZero

APRIL 26, 2019

Read on to discover how thinking like a Human Resources Manager, introducing your product early, and leveraging a coaching or shadowing program can turbocharge your onboarding experience. . Look beyond the typical CS metrics (such as renewals or upsells) and be ready to answer questions around ramp-up times and training delivery methods.

Coaching 58

Coaching Metrics Upselling SaaS 58

CustomerSuccessBox

FEBRUARY 14, 2019

The major KPIs of a Customer Success Manager are: Increase Lifetime Value (LTV) of the customers (by upsells, cross sells etc). Hence, a CSM should coach the customers to use the sticky features as it will lead to the customers achieving their goals faster and also increase product adoption. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

SmartKarrot

JANUARY 13, 2023

Proactively work with the sales team on upsells and expansion opportunities while mitigating potential churn risks. You’ll participate in webinars and the creation of case studies, present at company meetings, and write blogs and articles. Think strategically to establish, maintain, and plan on how to maximize platform satisfaction.

Upselling 19

Upselling Best practices Engineering Coaching 19

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Host and present in webinars, in-person events, and company events.

Coaching 19

Coaching Accountability Upselling Metrics 19

SmartKarrot

APRIL 28, 2023

You’ll be the alpha dog, coaching, mentoring, and directing our customer success managers to give each and every one of our clients an excellent experience. Create and carry out programmes in Marketo for a variety of channels, including email, the web, nurturing of in-products, field events, webinars, etc.

Upselling 19

Upselling Coaching Engineering Customer retention 19

CustomerSuccessBox

JANUARY 24, 2019

On the other hand, customer success department is responsible for reducing churn (which in turn increases the LTV of the customers) and also upsells and cross-sells (which brings in additional revenue). Once a customer understands the true value of the product, it becomes much easier to not only renew but also upsell.

Customer Support 67

Customer Support Upselling SaaS Transportation 67

Amity

APRIL 7, 2017

Register for the webinar! Referrals entail upsell and cross-sell opportunities your customer success team helped accomplish. Register for the webinar! Register for the webinar! After a couple of quarters of successfully demonstrating value, you are ready to take on step two. Step 2: Metrics.

Chief Customer Officer 67

Chief Customer Officer Metrics Consulting Consulting 67

SmartKarrot

FEBRUARY 25, 2022

Role: Director of Customer Success Location: Mahwah, NJ, US Organization: Radware As a Director of Customer Success, you will lead, coach, mentor Professional services engineers and TAMs. Work with Success Team Members to maintain and deploy trainings, webinars, and content to support product education for publishers.

Engineering 19

Engineering Coaching Upselling Feedback 19

CSM Practice

SEPTEMBER 19, 2017

One of the techniques that make a SMB engagement model successful, is the creation of automated triggers to flag out a client when they need help, are at risk, or ready for an upsell. For personal coaching and tactical strategic advice, check out our CS Navigator program.

Upselling 49

Upselling Coaching Self service Enterprise 49

SmartKarrot

OCTOBER 13, 2021

Hire, enable, coach, and develop your team of high-performing Wistia experts to align with individual, team, and company goals. Deliver keynotes and webinars on different aspects of personalization. Identify new opportunities within existing accounts (Upsell/Cross-sell) and maintain existing accounts (renewal).

Upselling 19

Upselling Metrics Coaching Accountability 19

SmartKarrot

APRIL 28, 2021

Continually engage internally and cross-functionally to learn about new business applications, positioning the REEF brand and upselling new opportunities to clients. Supporting customers in achieving their business goals with SpecifiedBy with training, online review sessions and webinars. based on learnings from successful customers.

Real estate 10

Real estate Upselling Customer retention Accountability 10

SmartKarrot

JUNE 15, 2021

Apply here: [link] Role: Director, Customer Success Location: New York, NY, US Organization: Ogury As a Director, Customer Success, you will lead a team of CSMs & coach them across the full sales cycle, maximizing their customer service, performance, and revenue opportunities.

Upselling 10

Upselling Coaching Customer centricity CRM 10

Talkdesk

OCTOBER 20, 2016

Do you want to upsell more customers? When employees are able to chat with each other and keep in contact, it’s easier for them to ask for help, give fast answers, build camaraderie, get coached and avoid being alone, even if they aren’t physically co-located with their colleagues. Make this the purpose of the game. Make this the goal.

Call Center 40

Call Center Morale call center software First call resolution 40

SmartKarrot

JUNE 17, 2021

Attract, hire, coach, and retain the highest quality customer support and success teams with experience in B2C/B2B markets. Have the opportunity to upsell to existing customers, connecting their goals and challenges with their Futr solution. Lead online webinars and demos to educate customers on the features of the product.

Enterprise 10

Enterprise B2C Education Coaching 10

SmartKarrot

JANUARY 27, 2021

Apply here: [link] Role: Director of Customer Success Location: San Francisco, CA, US Organization: Nacelle As a Director of Customer Success, you will recruit, manage, coach, and inspire a team of technical on-boarders and customer support/success.

Upselling 10

Upselling Airlines Education Accountability 10

SmartKarrot

DECEMBER 2, 2020

Role: Director of Customer Success Location: Remote, San Francisco, CA, US Organization: Wonderschool As a Director of Customer Success, you will manage, coach, inspire a talented team of technical Onboarders and customer support/success. Also, partner with the Account Management team to successfully set up renewal and upsell opportunities.

Upselling 10

Upselling Best practices Enterprise Technical Support 10

SmartKarrot

JANUARY 20, 2021

Enable, coach and mentor colleagues in the sales and service delivery teams. Pro-actively look for opportunities to upsell Tyro banking products within a portfolio. Run training webinars and attends conferences and events as a representative of Tyro, where appropriate.

Banking 10

Banking Best practices Engineering Upselling 10

SmartKarrot

MAY 24, 2021

Work with Incredible Health partners to identify and develop upsell and expansion opportunities across the customer base. Lead online webinars & demos to educate customers on the features of the product. Assist in the development and execution of marketing strategies specific to customer needs, resources, and audiences.

Finance 10

Finance Upselling Coaching Accountability 10

SmartKarrot

MAY 21, 2021

Work with the Customer Success Director in leading Customer Success initiatives and company-wide improvements as well as mentor and coach new Success Managers. Execute Loopio training sessions and webinars through online demonstrations. Manage key metrics that feed into team-based goals around retention, growth, and advocacy.

industry standards 10

industry standards Metrics Upselling Enterprise 10

SmartKarrot

NOVEMBER 4, 2020

Serve your Customer Success Managers and their teams with one-on-one coaching and team development sessions. Lead online webinars, consultations, and one-on-one demos to educate customers on the features of our product. Partner with Consulting and Product teams on upsell, cross-sell, and expansion opportunities.

Accountability 10

Accountability Upselling Consulting Consulting 10

CSM Practice

JANUARY 1, 2017

They should upsell seats and service levels. For example, if the team mostly conducted roadmap sessions, we work with marketing to enhance awareness of our roadmap through customer campaigns and webinars. Give your customer success managers coaching and set them up with a mentor. 2) What activities did we do the most, and why?

SaaS 58

SaaS Metrics Accountability Best practices 58

Amity

OCTOBER 31, 2016

Almost immediately, we started to scale the team to enable us to be more proactive to ensure we were able to do all the things that Customer Success does best: onboarding, coaching, renewals, upsell, support, and services. If I had to sum it up, everything post-sale is the domain of the Customer Success team.

Coaching 0

Coaching Engineering Upselling Marketing 0

SmartKarrot

MAY 25, 2022

Apply here: [link] Role: Director, Customer Success Location: Remote, Los Angeles, CA, US Organization: Pacvue As a Director of Customer Success, you will build, manage, coach, and lead the Customer Success team for Pacvue Advertising. Partner with Sales and Professional Services teams on upsell, cross-sell, and expansion opportunities.

Education 3

Education Technical Support Upselling Advertising 3

ClientSuccess

MAY 25, 2021

Once accounts are handed off to customer success, executives can be pulled in to meet with points of contact, spearhead potential renewal or upsell conversations, and more. As a proven leader in their space, most CEOs are also looked to for feedback, coaching, and action items for CSMs and board members. . Other Departments .

Upselling 52

Upselling Accountability SaaS Coaching 52

Amity

FEBRUARY 21, 2018

This is the never-ending mission of CSMs, managing accounts from onboarding, through adoption, to renewal or upselling/cross-selling, and repeat. This type of commission often means that Customer Success Managers’ KPIs are linked to renewals, upsells, and cross-sells. So, ready for this?

Upselling 77

Upselling Sales Finance Analytics 77

8x8

DECEMBER 3, 2018

Improved customer experience, both during and outside of the holiday rush, has resulted in an increase in upsells by contact center agents, and higher customer satisfaction in general. Attend industry conferences and webinars to learn how your peers and competitors are improving customer service. Step 3: Get Executive Buy-In.

Customer Service 54

Customer Service Abandon rate Contact Center Wait times 54

JustCall

APRIL 22, 2022

This could mean launching new features to accommodate customers’ expectations or educating them through a knowledge pool of guides, whitepapers, blogs,and even on demand webinars. Build well-rounded customer service with rep training and coaching . Voice of customer is the most promising source of intelligence . – Sam Walton .

Customer Service 52

Customer Service Coaching Brand ambassadors Feedback 52

Amity

JANUARY 27, 2016

You need to chalk out a standard procedure, depending on types of accounts, as to how you shall help them, coach them and mentor them at appropriate junctions. • The Link Between Customer Success, Retention, and Upsells. Expanding revenue from existing customers leads us to the topic of upsells.

Upselling 57

Upselling SaaS Best practices Sales 57

ChurnZero

MARCH 27, 2020

Upsells and cross-sells: For users who are highly engaged with your product or a specific feature, use walkthroughs to promote relevant upsell and cross-sell opportunities. Upcoming Webinar: Unpacking the Power of the Executive Business Review. Speaker: Amy Mustoe, Principle Consultant and Coach, The Success League .

Education 52

Education Upselling Personalization Finance 52

NobelBiz

MARCH 23, 2022

Check our webinar session for contact center decision-makers who are exploring the implementation of omnichannel technology in their organizations. Upsell Revenues : Generated by your existing clients who opt for several of your offers or services. Jason Cutter, CEO of Cutter Consulting Group.

contact center solutions 52

contact center solutions Contact Center voip call center software 52

Netomi

FEBRUARY 28, 2022

Save your spot for an upcoming webinar this International Women’s Day, on Tuesday, March 8! A technology adoption and Customer Success leader, Laura “loves building and coaching teams to empathetically listen and advise enterprise clients on how to get the most value from technology and services.” . Register Now. Amanda Binns.

Chief Customer Officer 64

Chief Customer Officer Customer centricity Technical Support Contact Center 64