JustCall

MAY 11, 2023

As a leading communication system for customer-facing teams, JustCall offers integration with 100+ CRM, helpdesk, and business tools. Efficient time management Balancing daily tasks in real estate can be overwhelming. Find a click-to-call button on your CRM against every phone number.

Real estate 52

Real estate Call Logging CRM Sales 52

ChurnZero

JUNE 12, 2020

Who administers your customer systems (such as your Customer Success platform, CRM, or support desk)? Systems: CSM tool management and implementation, CRM ownership of customer elements. Customer Success leaders and managers are busy gaining, retaining, and growing customers. Strong Excel and Salesforce skills.

SaaS 80

SaaS Metrics Customer retention Analytics 80

Totango

OCTOBER 20, 2022

In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits. At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. What Makes a Good Customer Success Manager?

Management 91

Management Upselling Coaching Best practices 91

Education Services Group

JULY 20, 2021

Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week. Automate post-call notes from a CS tool or even email into your CRM. How do you incorporate bots into a human touch process? Can they co-exist?

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

JustCall

APRIL 3, 2023

Did you know that when it comes to SaaS customer success, acquiring a new customer can cost 4 to 5x more than retaining an existing one? It’s like extending a personal guide to your customers—one who is there to support them every step of the way. This is where customer success comes in.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

Integrity Solutions

MAY 24, 2023

All the product knowledge, core selling skills, time and CRM management capabilities are far less impactful to the ultimate success of a salesperson than their core attitudes, beliefs, values and motivations. What it doesn’t cover: those factors that influence a person’s inner drive to achieve.

Sales 52

Sales Coaching Accountability Personalization 52

SmartKarrot

APRIL 18, 2023

Robert Half Scaling a customer success team is essential for Saas and technology companies to be able to successfully derive value to customers through their product and service offerings. When hiring customer success managers, look for candidates with experience in your industry or a related field. 30% Interview results.

Upselling 10

Upselling Best practices CRM SaaS 10