Kunnect

MAY 5, 2015

On the heels of our Salesforce.com CRM integration, Kunnect is pleased to announce that our seamless, cloud-based call center software can now be integrated with Zoho.com CRM and apps. They offer sales and marketing tools such as customer relationship management (CRM), social media monitoring and insights, campaign management and more.

CRM 48

CRM call center software APIs Call Center 48

TechSee

JUNE 16, 2022

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. Shep Hyken, Chief Amazement Officer at Shepard Presentations. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

Fonolo

APRIL 6, 2021

The “FAB” formula , which stands for “Features, Advantages and Benefits” helps your associates to easily remember how to present each product to customers. The FAB formula is a technique that can helps your agents and associates remember how to present each product to customers. Upsell products that match a customer’s need.

Best practices 126

Best practices Customer Service Upselling Sales 126

DMG Consulting

AUGUST 10, 2023

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.

Upselling 48

Upselling Scripts Average Handle Time Coaching 48

OctopusTech

JUNE 29, 2023

They will reach out to active and potential buyers, present their products and services to them, and then follow up with the leads. Maintaining Customer Relationship Management (CRM) These services contribute to maintaining customer relationship management (CRM). What Is The Meaning Of Customer Retention?

Customer retention 62

Customer retention Call Center Upselling outsourcing 62

Global Response

FEBRUARY 26, 2024

To achieve this, several key factors need to be present in every interaction: Responsiveness : Customer service representatives quickly and efficiently respond to customer inquiries and concerns. Advanced data analytics and CRM systems enable businesses to collect customer data and personalize communication.

Call Center 62

Call Center Customer Service outsourcing CRM 62

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

Totango

OCTOBER 20, 2022

Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. They should be comfortable performing sales functions such as encouraging subscription renewals, upselling, and cross-selling. What Makes a Good Customer Success Manager? Problem-Solving.

Management 91

Management Upselling Coaching Best practices 91

OctopusTech

JULY 21, 2023

Customer relationship management software is generally used by the sales team to know the purchase history of users, monitor and track interactions, and for upselling opportunities. A company can use both CRM and CDP software for a successful data management strategy.

Best practices 62

Best practices Management Upselling Sales 62

JustCall

DECEMBER 13, 2022

Send reminders about the best course of action based on the present scenario. Those that promote CRM techniques and processes. It can also use the customer’s history to look for possible upsell or cross-sell opportunities. It includes a simple mobile CRM system to speed up the document verification process.

Sales 52

Sales CRM Upselling Technology 52

ChurnZero

AUGUST 14, 2020

Customer Relationship Management (CRM) Software. What is a CRM? CRMs primarily function as a relationship information database. Since buyers typically follow a uniform purchasing journey, CRMs are ideal for managing a sales pipeline. (If Track free-trial users for upsell opportunities to convert to paid users.

CRM 87

CRM Finance Upselling Accountability 87

Totango

FEBRUARY 7, 2019

Automate renewals and upsells. That means going beyond the traditional cut and paste name tags of a CRM to providing customer engagement based on the usage and adoption of individuals. Automate Renewals and Upsells. You can use your detailed customer data to prioritize resources when initiating renewal and upselling campaigns.

Best practices 81

Best practices SaaS Customer retention Upselling 81

JustCall

APRIL 12, 2023

Sales representatives make calls, present a pitch to customers, listen to customer grievances, and build customer relationships. To accelerate lead response, sales reps organize sales data in the CRM. All call-related data is stored in the CRM, and sales reps have to organize it at regular intervals.

Call Logging 52

Call Logging Sales Abandon rate CRM 52

ChurnZero

JANUARY 25, 2024

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. This means that sales acumen is no longer just a bonus for CS professionals—it’s a new baseline for many companies.

Education 52

Education Upselling Consulting Consulting 52

NobelBiz

JULY 19, 2022

Call Whispering is a tool that can be incorporated in virtual switchboards or contact center software that allows managers and supervisors to be just partially present during a live call with a client. With call whispering, agents can ensure that your organization is presented in the best possible light to consumers and prospects.

Contact Center 52

Contact Center Contact center software Coaching Telecommunications 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). Source: Maranda Ann Dziekonski’s presentation in the webinar “ How to start a career in Customer Success ”). E.g. Selling a CRM software as a software that can also reduce churn. Reduce churn.

Management 67

Management Upselling SaaS Sales 67

SmartKarrot

JULY 29, 2022

Can successfully manage their book of business on their own with minimal involvement from senior management and consistently hit target upsell goals. Ability to pitch to new clients and upsell/sell new products to current clients without the support of senior leadership. Ensure retention and growth of associated clientele.

Upselling 19

Upselling CRM SaaS Accountability 19

JustCall

NOVEMBER 24, 2022

Create a clearly defined plan that gives structure to your presentation, like a good pitch, to increase conversion rates, convert more leads into deals, and ensure that all of your sales reps deliver positive and consistent customer experiences. This can offer upsell and cross-sell opportunities or referrals from satisfied customers.

Sales 52

Sales B2B Surveys CRM 52

SmartKarrot

JANUARY 28, 2022

Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Protect the company growth by minimizing churn and finding upsell opportunities. Optimize the CRM reporting framework, launch impactful tests, and measure CRM initiatives’ impact on revenue generation and sales.

Upselling 19

Upselling CRM Finance Benchmark 19

Totango

JANUARY 24, 2019

You need to adopt a company-wide strategy and prioritize your customer approach based on actual customer data in order to reduce churn and capitalize on upsell opportunities. It’s one thing to gather customer data; it’s another to present it in an accessible, visual format. Defining Your Customer. Creating a Customer Health Score.

Upselling 54

Upselling Best practices Accountability SaaS 54

aircall

MAY 14, 2021

Call centers for customer support can make vastly more calls to customers to upsell, introduce new products, and ensure customer satisfaction when using predictive dialers and auto dialers. A VoIP-based (cloud-based) auto dialer works with your CRM, giving sales and support reps data to personalize conversations.

voip 62

voip Telemarketing Scripts Abandon Call 62

Education Services Group

JUNE 9, 2022

They likely review the opportunities in the CRM and then scan through their mind for the opportunities they haven’t entered in the CRM ( we all know it happens ), and report back a relatively conservative number that is close to their target for the quarter to avoid the dreaded “gap plan.”. Then run a more qualitative analysis.

Finance 52

Finance Sales CRM Consulting 52

Quality Contact Solutions

DECEMBER 31, 1969

You expect me to find new business, maintain my current customers AND upsell?”. Reactivation of Lapsed Accounts: there’s a gold mine of accounts in your CRM. Take the time to invest in a handful in training of products that can be presented while the customer is on the phone. Do any of these phrases sound familiar? “I

Telemarketing 64

Telemarketing outsourcing Sales Morale 64

ClearAction

NOVEMBER 5, 2017

Different visions for customer experience at different locations of your company presents a variety of problems. Does your customer relationship management (CRM) software focus on upselling and cross-selling or does it minimize repetition for customers and strengthen relationships? Are they on the same page with you?

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

JivoChat

SEPTEMBER 4, 2019

Also, make use of upselling and cross-selling strategies to boost your average ticket size and sell more. Lead generation: As presented by Invesp’s research, 42% of customers selected live chat as their preferred method of providing their contact information - higher than any other lead generation method.

Upselling 45

Upselling Feedback Sales Chatbots 45

CustomerSuccessBox

MARCH 28, 2022

If they do, you’ll have more revenue in the form of renewals, upsells, etc. CS platform is NOT CRM + Analytics- Presenting the same old wine in a new bottle won’t work! Most SaaS firms see Customer Success as a necessary evil. However, it’s a growth strategy! Customers buy your product to achieve their goals.

Calibration 52

Calibration SaaS Customer retention Construction 52

SmartKarrot

AUGUST 16, 2022

Collaborate with the sales organization to ensure a successful client lifecycle with opportunities for renewal, cross-sell and upsell. Presenting product education sessions to small-medium-sized groups. Identify opportunities to better retain clients based on client size, length of service, and other factors.

Upselling 19

Upselling Customer advocacy Education CRM 19

CustomerSuccessBox

JANUARY 10, 2022

This is the main role of a Customer Success Manager, so he must be able to present results to you. Finally, ask for references from his former clients to assess how well he was integrated into their teams, the relationship with his main contact, and the proper use of the CRM tool in his daily life. Customer success manager.

Management 52

Management Surveys Customer advocacy Accountability 52

SmartKarrot

AUGUST 17, 2021

Your Company is Over-using the CRM. SaaS firms use CRM platforms regularly. CRM platforms also manage customer success tasks to an extent. One can consider a dedicated customer success solution since CRMs are not the best force in these situations. CRM tools are not the same as CS tools. Bottom Line.

SaaS 19

SaaS Upselling CRM B2B 19

Education Services Group

JULY 8, 2019

The sales win can be intoxicating, but we need to do additional work to ensure the win is a profitable sales play and not just something that looks sexy on a Customer Relationship Management (CRM) dashboard. Create the CBC: The format can be as simple as a one-page document or a short presentation deck.

Sales 40

Sales Education Upselling CRM 40

Andrew Mcfarland

SEPTEMBER 24, 2022

This will result in them not knowing about potential upsell alerts or budget problems, which is why a clear understanding of the project’s financials is crucial. You’ll also need to be good at tracking leads through the sales process and using CRM software. Job duties of a project manager.

Sales 48

Sales Management Construction Upselling 48

JustCall

AUGUST 7, 2023

The tool can also fetch and present information from various systems to keep customers informed about their purchases. By understanding the customer’s preferences and purchase history, you can preemptively present options that match their needs. Plus, you can also cross-sell and upsell like a pro!

Sales 52

Sales Chatbots Self service Accountability 52

CSM Practice

OCTOBER 15, 2019

The team also conducts in-depth churn/renewal analysis to identify patterns and present possible solutions to mitigate churn. Most organizations use some form of CRM or CSM automation system. To do so, most organizations currently use industry standard CRM systems in combination with a marketing automation system.

Benchmark 40

Benchmark SaaS Journey mapping Analytics 40

Help Scout

APRIL 27, 2021

Your CRM should be up to date on customer information. By understanding how you’re presently doing across channels, you’ll know where to focus on getting the most wow for your work. Keep the focus entirely on the customer — don’t use it as an opportunity to upsell or talk about your newest feature.

Consulting 117

Consulting Consulting Upselling Banking 117

SmartKarrot

NOVEMBER 30, 2022

Host and present in webinars, in-person events, and company events. Document customer information, activities, and interactions within the assigned CRM. Work closely with the Account Management team to manage the overall health of the account, ensure attainment/no churn, and surface any upsells/growth opportunities.

Coaching 19

Coaching Accountability Upselling Metrics 19

SmartKarrot

NOVEMBER 8, 2022

Leverage data, metrics and insights to build and strengthen the overall CS strategy, specifically working on delivering new CRM Analytics and Service Cloud platforms – ultimately working on customer health benchmarks and driving improvements. Preparation and presentation of business proposals.

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

JivoChat

APRIL 8, 2021

This platform includes a customizable 360° support system, and users can create message funnels, attend to support requests, trigger callbacks, and sync all communications directly into a CRM. CRM integrations. CRM integration. Key features: Live chat triggers. Website visitor tracking. Chat transfers and routing. Multilingual.

Sales 52

Sales Chatbots Brand ambassadors Surveys 52