CustomerSuccessBox

FEBRUARY 7, 2022

And it calls for customer success software which is a higher version of customer relationship management software – CRM, that is curated to gauge specific goals of driving success, and especially to cater to SaaS businesses. Brief on customer success management software. This is what we call CRM software.

Management 52

Management Customer advocacy CRM Upselling 52

CustomerSuccessBox

APRIL 11, 2019

A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Level 1: CRM + Excel.

Upselling 80

Upselling CRM SaaS Customer advocacy 80

OctopusTech

JULY 21, 2023

However, without any appropriate strategies for customer master data management, this wealth of information will always be unused. For example – How long a user was on your website before making any purchase can be counted in the customer data. How To Select A Customer Data Platform (CDP)?

Best practices 62

Best practices Management Upselling Sales 62

SmartKarrot

NOVEMBER 14, 2022

As a Director of Customer Success, you will create efficient processes for managing all pre- post-sales technical support; including phone & e-mail support, lab-based troubleshooting, knowledge database, and interface with CRM. Establish both leading and lagging KPIs to enhance customer advocacy. Apply here: [link].

Technical Support 19

Technical Support Customer advocacy Engineering Upselling 19

CustomerSuccessBox

MAY 16, 2022

All that to give you a holistic 360-degree view of your customer portfolio, monitor account health scores, create playbooks to facilitate onboarding, renewals, and upsells, set up alerts for risk and upsells, and more. You must consider several points before choosing a customer success software in 2022. Accounts Per CSM.

Management 52

Management Upselling SaaS Accountability 52

CustomerSuccessBox

DECEMBER 13, 2021

Customer Success AI is all about leveraging big data, Artificial intelligence(AI), and machine learning(ML) to give unprecedented powers to every Customer Success Manager (CSMs) and team. It enables CSMs to retain customers with confidence, drive adoption to deliver value, and make sure shot upsells. Jeff Heckler.

Journey mapping 52

Journey mapping Customer advocacy Upselling Big data 52