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. Have any questions?

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

Calltools

MAY 29, 2019

So then what is SaaS and what does it have to do with Dropbox? Software as a service (SaaS), exists, in part, in “the cloud” and is well-known in the world of business. If you aren’t adopting SaaS into your business yet, you’re probably behind your competition. What is SaaS?

SaaS 15

SaaS outsourcing CRM Technology 15

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 90

Management Upselling Coaching Best practices 90

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.

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? Time management : Customer success agents often handle multiple customer interactions simultaneously, so effective time management skills are important.

Upselling 52

Upselling Metrics Best practices Customer centricity 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