Cincom

MAY 3, 2024

Microsoft Dynamics 365 CRM (customer relationship management) provides a way to centralize data and connect systems to give sales teams and other departments visibility across quote requests, orders, and fulfillment. Related: What Is Configure Price Quote Software? Can You Use Microsoft Dynamics to Optimize Your Sales Process?

CRM 40

CRM Upselling Sales Engineering 40

Infinity

MARCH 2, 2022

It can gather intel that will increase lead generation and support upselling. Engineer more satisfying customer conversations by highlighting common pain points that are likely to cause frustration and deliver solutions. Improve upselling and reduce churn by identifying needs and solutions before your customer even thinks of them.

Scripts 52

Scripts Upselling Analytics Customer centricity 52

CustomerSuccessBox

FEBRUARY 2, 2022

Drive a gentle upselling process. One of the most obvious goals of an acquisition is to increase upsells of your product. The best way to succeed is to take a gentle, educational approach, and a referral procedure from existing CSMs to the appropriate upsells team. Learn about the strategies to increase upsells!

Upselling 52

Upselling Education Accountability Engineering 52

GetFeedback

JUNE 13, 2019

Increase data quality, reduce clicks, and drive key business processes with CRM embedded surveys. If an upsell opportunity is identified, a Salesforce Opportunity is automatically generated with relevant details collected through the GetFeedback survey. . In other words, what you put in is what you get out.

Surveys 68

Surveys Consulting Consulting Upselling 68

CSM Practice

MARCH 1, 2021

Turn around time of engineering solution. Success Plans for CRM in Salesforce. The strategic account segment most likely holds the most potential growth in revenues through upsells, cross-sells, and referrals. Upsell and cross-sell opportunities within that segment are not found through sheer luck.

Chief Customer Officer 52

Chief Customer Officer Upselling Accountability Government 52

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). But sometimes they may need the help of the engineering or product or development team. E.g. Selling a CRM software as a software that can also reduce churn. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

SmartKarrot

MARCH 15, 2023

Establish and maintain excellent connections with important stakeholders across the organisation, including the sales, product, and engineering teams. Make sure your teams meet their revenue goals for upsells and extensions. Own the performance metrics in our CRM and apply them to enhance every team workflow.

Upselling 19

Upselling Engineering B2B Accountability 19

ClearAction

NOVEMBER 5, 2017

And sometimes customer-facing staff has a distinct customer experience vision that is at odds with their upstream value chain (engineering, IT, finance, production, marketing, supplier management, etc.). Different visions for customer experience at different locations of your company presents a variety of problems. Consistency is the key.

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

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. Work cross-functionally with engineering to deliver unified business goals. Apply here: [link].

Technical Support 19

Technical Support Customer advocacy Engineering Upselling 19

SmartKarrot

MAY 4, 2022

Marketing, Sales, Product, Engineering). Maintaining and innovating the use of CRM and CSM tools to record customer information and to track KPI’s. Collaborate closely with various cross-functional teams including but not limited to, Sales, Product, Engineering, Customer Service, and Marketing. opportunities and risks).

Engineering 19

Engineering Education Upselling Accountability 19

Mindtouch

JULY 25, 2017

By expanding KCS to non-Support departments, you can empower these roles to become part of the knowledge creation engine. Whereas most CRM implementations track the interactions, like emails and phone calls, KCS methodology can tie these events to specific product knowledge. They also know what it is that customers don’t know.

Self service 59

Self service Best practices Upselling Analytics 59

JivoChat

JANUARY 17, 2021

Image : Handle multiple chats at once with JivoChat, transfer chats to other agents, and view past notes and CRM records. Guiding shoppers towards a purchase or upselling with personalized offers. Sync support data with your CRM. Integrating your CRM and Live Chat software helps to sync support data.

Best practices 52

Best practices CRM Customer Support Personalization 52

SmartKarrot

OCTOBER 21, 2021

Identify opportunities and lead upsell/cross-sell deals from start to finish. Serve as Voice of the Customer by continuously soliciting and presenting technology feedback to product management and engineering teams. Update and document all activities into the CRM system regularly and accurately.

Upselling 19

Upselling Accountability Customer centricity Coaching 19

CustomerSuccessBox

AUGUST 12, 2021

You will have different divisions for different functions such as sales, marketing, product, engineering, etc. You want to run Customer Success not on a project management board or a CRM pipeline but on a data-driven board with automation, real-time checks, account health alerts, etc. Real-time data check. Prioritize your goals.

SaaS 52

SaaS Accountability Engineering Technology 52

JivoChat

JUNE 8, 2021

Not sure which is the best upsell app for Shopify? But given that upsell apps can increase revenue by an average of 10-30%. And that it’s 68% more affordable to upsell an existing customer than acquire a new one, you know you can’t afford to miss out any longer. Types of Upsell Apps for Shopify. Bold Upsell.

Upselling 52

Upselling Analytics Sales Personalization 52

Enghouse Interactive

JULY 10, 2018

The goal is to not have members repeating themselves every time they interact with your company.Not only does the 360 degree view allow for easier service but it also allows you to anticipate members needs, and then upsell. For Partner Colorado, Enghouse’s use of open APIs allows integration with the in-house CRM.

Self service 40

Self service CRM Contact Center Analytics 40

SmartKarrot

AUGUST 3, 2020

Role: Customer Success Manager Location: Seattle, WA, US Organization: Textio In this role, you’ll work closely with the customer success engineering team to measure progress and track and improve customer’s usage. You will apply a consultative approach to identify upsell opportunities and create a fan base amongst clients.

Finance 10

Finance CRM Upselling Accountability 10

Cincom

MAY 8, 2024

Manufacturing-focused CPQ (Configure, Price, Quote) software provides an automated quoting engine designed specifically for industrial use cases. Pricing Engine: Manages complex pricing models, discounts, and quote versions. Guided selling cuts order timelines by automatically recommending valid cross-sells and upsells.

Engineering 52

Engineering CRM Sales Enterprise 52

SmartKarrot

FEBRUARY 16, 2021

Work collaboratively cross-functionally with Implementation, User Marketing, Analytics, Product, and Engineering teams to deliver against customer expectations. Manage the lifecycle of the relationship from onboarding through upsell. Ensure data integrity by updating records in the CRM system. Apply here: [link].

Healthcare 10

Healthcare Upselling Accountability Education 10

ChurnZero

FEBRUARY 29, 2024

You’ll also unlock a goldmine of insights and signals that can predict customer behavior, identify potential churn, and uncover upsell opportunities. You need an AI engine that you can feed your specific business data into—you can’t just pull ChatGPT into your business and tell it to be a McKinsey consultant or a data analyst.

Brand ambassadors 52

Brand ambassadors Upselling Metrics Engineering 52

CustomerSuccessBox

AUGUST 22, 2019

Expansion revenue consists of upgrades, upsells and cross sells. Total MRR Expansion Revenue= Revenue from ( Upgrades + Upsells + Cross sells). The major advantages of Negative Churn are: Signing new customers is resource intensive compared to upselling to customers. Pricing is a major way to engineer negative churn.

Upselling 56

Upselling SaaS Engineering Metrics 56

Infinity

JUNE 13, 2022

It can do things like automatically route calls, provide performance insights, log and assign value to calls, and integrate directly with your CRM systems. Improve sales by identifying customer needs - Improve upselling and reduce churn by identifying needs and solutions before your customer even thinks of them.

Average Handle Time 52

Average Handle Time Scripts Analytics Upselling 52

SmartKarrot

OCTOBER 13, 2020

There are many big-data services that you can purchase like BigML or Google Cloud ML Engine. These can be: Marketing and sales : Use the customer information towards marketing your upsells and cross-sells, as well as to acquire new right-fit customers. Goals can be customer retention , prevent churn, customer marketing, etc.

Customer centricity 10

Customer centricity SaaS Analytics Customer retention 10

SmartKarrot

SEPTEMBER 20, 2021

Role: Customer Success Manager Location: Remote, United States Organization: EZ Texting As a Customer Success Manager, you will drive upsells & retention revenue through an existing customer portfolio. Diligently input and update prospect and client information in the CRM.

Engineering 3

Engineering Upselling CRM Best practices 3

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. Detect and Act on Upsell & Cross-sell Opportunities. The CS tech has evolved exponentially.

Management 52

Management Upselling SaaS Accountability 52

JustCall

MAY 8, 2022

However, an automated sentiment analysis engine helps you gain a deeper understanding of your customer’s wants and needs. Upsell and drive more value from each customer. With the help of sentiment analysis, you can locate customers who are happy with your product/service and try to upsell them. 7 benefits).

Analytics 52

Analytics Feedback CRM Upselling 52

ShepHyken

JANUARY 14, 2022

This week we feature an article by Todd Zerbe Senior Vice President of Engineering at Avaya. Combined with data from your CRM and these VoC techniques should provide you with a relatively clear view of what customers want from your brand based on a volume of collected data. Todd Zerbe is Senior Vice President of Engineering at Avaya.

Banking 174

Banking Engineering Upselling Interactive Voice Response 174

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. Examples include: Search engine queries and ads. Upsell purchases. Social media posts. Demonstration videos. FAQ searches.

SaaS 109

SaaS Journey mapping B2B Feedback 109

CustomerSuccessBox

MAY 28, 2021

A Saas business which has already evolved itself to bring in a Customer Success Software integrating it with Subscription Management, Support, CRM and product usage data knows exactly- “What is the secret to Saas growth”. Now that involves two main essential activities- Retaining Customers and Upsell to consumers.

Technology 52

Technology SaaS Upselling Customer retention 52

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Proficiency in using CRM software and MS Office. Sales managers drive the company’s revenue engine. Remote sales tools such as virtual call centers , sales call center software , CRM software, and email software are important in a virtual environment. CRM Software.

Sales 52

Sales B2C call center software B2B 52

JivoChat

JULY 4, 2021

There are Shopify plugins to increase upsells , provide better customer service, sell more products, and even make it easier for people to return items. Best Shopify Plugin for Product Page Upsells: Frequently Bought Together. This means that it automatically creates upsell opportunities without any effort on your end!

Sales 52

Sales Upselling APIs Analytics 52

Infinity

MARCH 14, 2022

Call monitoring can help you engineer more satisfying customer conversations by highlighting common pain points that cause frustration and tailoring your agent scripts to deliver solutions before they escalate. Improve upselling and reduce churn by identifying needs and solutions before your customer even thinks of them.

Scripts 40

Scripts Upselling Analytics Journey mapping 40

ChurnZero

AUGUST 27, 2021

Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. To eliminate the need for manual data entry, try integrating your CRM with a software solution that can auto-populate data into your document. This is a guest blog post by Shoshana Luria from PandaDoc.

Metrics 98

Metrics Upselling B2B Accountability 98

JivoChat

JUNE 1, 2021

Here are important post-purchase touchpoints to keep in mind: Upselling and cross-selling emails. Before someone finishes the checkout process, there are opportunities to upsell (by offering a higher-end version of the product) or cross-sell the customer (by offering a complementary product or service). CRM pipelines.

CRM 52

CRM Advertising Chatbots Surveys 52

CustomerSuccessBox

DECEMBER 13, 2021

Traditional Customer Success Software works on a traditional rule-based engine to generate early warning signs. It enables CSMs to retain customers with confidence, drive adoption to deliver value, and make sure shot upsells. It is necessary because the amount of data that requires sifting through now is inhuman.

Journey mapping 52

Journey mapping Customer advocacy Upselling Big data 52

Pointillist

FEBRUARY 19, 2018

It’s a far cry from the expansive data engineering initiatives that likely still haunt your dreams. Our web analytics and CRM platforms take advantage of this inherent luxury. It then alerts managers in real-time whenever an opportunity to enhance customer experience, solve a problem or cross-sell/upsell arises.

Customer Experience 111

Customer Experience Analytics APIs Chatbots 111

Help Scout

JULY 20, 2021

They went from being a company known for its excellent engineering and top-of-the-line products to being more flexible and considering more user experience aspects, like paying attention to which industry the buyer worked in, what they’d commonly be doing with the device, and even the budget they worked with.

Sales 145

Sales Feedback Metrics Surveys 145