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Trends shaping The Forrester Wave™: Customer Success Platforms report

Totango

CSMs can then embrace their strategic role as a consultant, devoting more time to coaching customers on how to achieve their business outcomes by maximizing product value. When customers achieve their goals, businesses will see more subscription renewals and expansion revenue from upsell and cross-sell opportunities.

B2B 92
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Customer Care … CRM … Customer Experience — What’s the Difference?

ClearAction

Customer Care … CRM … Customer Experience — What’s the Difference? Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. appeared first on ClearAction Customer Experience Consulting.

CRM 66
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Reshaping The Future Of Digital Customer Service: 22 Influential Leaders to Watch in 2022

TechSee

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. As an author, consultant, and trainer, he helps organizations develop customer-focused cultures.

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Medallia vs. Qualtrics vs. Lumoa: A Buyer’s Guide

Lumoa

You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI. You will need to reach out for a consultation first. Medallia integrates with a wide range of data sources such as CRM systems, social media, contact centers and many more.

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Real-Time Guidance Is Key to a Great Service Experience

DMG Consulting

These capabilities can help agents enhance and grow relationships with customers by suggesting upsells or new products. Knowledge about the customer and their preferences can be retrieved and incorporated through integrations with a customer relationship management (CRM) solution or other servicing system.

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Leverage CPQ Software for Manufacturing

Cincom

With an integrated CPQ solution uniting customer relationship management (CRM) and enterprise resource planning (ERP) infrastructure, manufacturers gain end-to-end process visibility that makes it easier than ever to deliver on custom orders profitably. Tight connections unite CRM, ERP/MRP, PLM, CAD programs, and more to unite worlds.

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What skills do customer success professionals need in 2024?

ChurnZero

CS teams are increasingly involved in the entire customer journey, not only shaping the customer experience but directly influencing revenue outcomes through renewals, upsells, and cross-selling. CSMs still need a consultative skillset for building trust, advocating for customers, and turning them into champions.