CSM Magazine

DECEMBER 13, 2023

Lack of Cross-Sell and Upsell Capabilities This gap involves using strategies that integrate sales opportunities into customer interactions. Here’s how you can bridge this gap: Provide comprehensive training for customer service representatives that focus on cross-selling and upselling.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

Totango

APRIL 2, 2019

Here are the five steps you must complete when charting the customer journey: Determine the stages of the customer lifecycle. Customize notifications and health scores. Target events and address milestones. Determine the Stages of the Customer Lifecycle. First, find out where each customer is within their journey.

Journey mapping 107

Journey mapping Upselling Accountability Feedback 107

Totango

FEBRUARY 6, 2020

Focusing on these customer success factors will help you operationalize customer-centricity across your enterprise. Access to Customer Data Across Teams. To remain relevant to your customers, you must align your goals with theirs. This begins with gathering customer information from a range of sources.

Enterprise 92

Enterprise Customer centricity Metrics Upselling 92

JivoChat

APRIL 8, 2021

In doing so, companies take a customer-centric approach that leads to a more personalized buyer journey. Ultimately, customer engagement tools help foster a stronger bond between companies and customers, enhancing the buyer experience and the company’s performance and service levels. Shorter Sales Cycles.

Sales 52

Sales Chatbots Brand ambassadors Surveys 52

ChurnZero

SEPTEMBER 8, 2020

Since getting together 13,000+ attendees together in one place wasn’t going to be on the horizon for the rest of this year, they hosted the SaaStr Annual at Home event last week. It was an all digital event with over 50,000 global attendees. Types of companies that aren’t easy: vision-led, sales-led & committee-led.

SaaS 90

SaaS Upselling Customer centricity Education 90

Totango

FEBRUARY 6, 2020

Focusing on these customer success factors will help you operationalize customer-centricity across your enterprise. Access to Customer Data Across Teams. To remain relevant to your customers, you must align your goals with theirs. This begins with gathering customer information from a range of sources.

Enterprise 62

Enterprise Customer centricity Metrics Upselling 62

CSM Practice

FEBRUARY 12, 2020

Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. This enables the company to deliver additional value to customers while generating more revenue. Quantitative Data ; obtained from different systems. Thinking Ahead.

Upselling 52

Upselling Customer centricity Sales Accountability 52

AskNicely

JUNE 6, 2018

Back in April, Portland’s customer experience gurus gathered for the first-ever CX Obsession event. Some of the Rose City’s greatest brands came together to share tales of real-word customer obsession — in 7 minutes or less — to a packed house of their peers. And doing awesome things is energizing! We’re just getting started.

Upselling 60

Upselling Customer centricity Feedback Sales 60

CSM Practice

JULY 6, 2020

In this one, we are going to focus on how SaaS companies can leverage their customer base to drive more revenue through expansion during Coronavirus. The New SaaS Sales Environment during COVID-19. To learn how to sell more to existing customers, we need to understand the changes that have taken place in the SaaS scene.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

In this one, we are going to focus on how SaaS companies can leverage their customer base to drive more revenue through expansion during Coronavirus. The New SaaS Sales Environment during COVID-19. To learn how to sell more to existing customers, we need to understand the changes that have taken place in the SaaS scene.

SaaS 71

SaaS Upselling Accountability Sales 71

Totango

SEPTEMBER 24, 2018

Customer Success for the Enterprise, held on September 18th in NYC was an exciting chance for Customer Success leaders from around the world to exchange their innovative ideas in this ever-changing space. . Read on to find out how you can apply these to your own Customer Success strategy. Customer-Centricity is Key.

Chief Customer Officer 50

Chief Customer Officer Customer centricity Best practices Enterprise 50

GetFeedback

MAY 9, 2019

Two customers can view the same experience in completely different ways due to many factors that influence their interpretation of events — their upbringing, cultural background, motivations, and much more. That’s why most companies struggle to meet the expectations of their customers.

Customer Experience 134

Customer Experience Metrics Journey mapping Feedback 134

CSM Magazine

APRIL 1, 2022

By understanding customer trends and anticipating customer needs, businesses can stock the products that customer are most likely to want, when they want them. Demand planning can help businesses to identify opportunities for cross-selling and upselling, so that customers always have access to the products they need.

Customer Experience 52

Customer Experience Analytics Finance APIs 52

ChurnZero

OCTOBER 16, 2020

Whether Customer Success or Sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. This Customer Success showdown, which took the form of an Oxford-style debate, was held at BIG RYG, ChurnZero’s annual Customer Success conference.

Upselling 98

Upselling SaaS Sales Accountability 98

Pointillist

SEPTEMBER 10, 2020

In this post, I’ll discuss how organizations are using customer journey orchestration to improve personalization decisions across all channels and touchpoints, enhance CX and achieve their business goals. What is Customer Journey Orchestration? As with campaign automation, RTIM often falls short for the customer.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

ChurnZero

NOVEMBER 27, 2019

Last week ChurnZero sponsored Customer SuccessCon 2019 in Berkley, CA. The Customer SuccessCon event series provides an intimate setting to learn, share best practices and speak freely and openly about the current state of Customer Success. . Barriers Must be Broken to Effectively Monetize Customer Success .

Chief Customer Officer 75

Chief Customer Officer SaaS Metrics Education 75

Education Services Group

JULY 5, 2022

Some attendees undoubtedly left the event with a brain full of great pieces of advice to take back to their teams to implement ASAP, while others may have walked away with their minds spinning with more questions than answers ( we’ve all been there! Customer centricity needs to be a cross-departmental philosophy.

SaaS 52

SaaS Customer centricity Best practices Upselling 52

Totango

OCTOBER 1, 2019

Customer journey optimization is a way of not only mapping the stages of customer progression but also identifying ways to add customer value along the way. Because the customer journey is not linear, your customers may be split between your sales and customer success team. Escalation.

Enterprise 81

Enterprise Metrics Benchmark Upselling 81

ClearAction

DECEMBER 14, 2017

Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. Experiential marketing — events and campaigns that build customer advocacy.

CRM 66

CRM Customer Care Customer Experience Customer advocacy 66

ClearAction

DECEMBER 14, 2017

Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. Experiential marketing — events and campaigns that build customer advocacy.

CRM 59

CRM Customer Care Customer Experience Customer advocacy 59

SmartKarrot

AUGUST 17, 2022

Role: VP of Customer Success Location: Remote, Dallas, TX, US Organization: Textio As a VP of Customer Success, you will be leading, rapidly growing, and coaching team members by setting the strategy and prioritizing the organizational goals. Manage all customer subscriptions to ensure high retention and mitigate churn risk.

Education 19

Education Upselling Customer centricity Coaching 19

Totango

JANUARY 8, 2019

But how can you learn why customers end their subscriptions, and understand the calculations behind your current churn rate? Let’s take a closer look at how churn rates are calculated, how to lower yours, and how to dominate your corner of the subscription-based market with customer-centric strategies.

Enterprise 54

Enterprise Upselling Surveys B2B 54

ChurnZero

FEBRUARY 26, 2021

Is your Customer Success team: Butting heads with Sales during onboarding. Getting bombarded by Marketing for unrestricted customer access. Put simply, Customer Success does a lot of things for a lot of people. Set crystal-clear rules of engagement between Sales and Customer Success.

Management 59

Management Feedback Sales SaaS 59

CSM Practice

FEBRUARY 24, 2020

The metrics proposed in this blog provide a means to track the performance of your customer success team and its initiatives: 1. Onboarding Rating. During client onboarding, customer success teams nurture new users, transfer knowledge, and set the stage for the post-sales customer experience. How Low Can You Go?!

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

ChurnZero

DECEMBER 20, 2019

As a result, companies are investing more time and money in training their C S teams to have more customer-centric conversations. . Conversations are no longer driven by product features but rather about customer enablement and alignment on the expected impact from the partnership between the customer and a company.

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

Influitive

MAY 12, 2016

Today’s empowered customers expect the interactions they have with your sales and marketing teams to be highly personalized and relevant—which can make striking up valuable conversations with prospects challenging. That’s one reason why account-based marketing has become a popular strategy in recent years.

Accountability 61

Accountability Marketing B2B Customer advocacy 61

SmartKarrot

MARCH 11, 2024

This call is not just about product features; it’s about understanding the customer’s evolving needs and shaping their success. Seizing Opportunities: Upsell and Cross-Sell Calls Timing is everything when it comes to upsell and cross-sell calls.

Upselling 8

Upselling Best practices Accountability Customer centricity 8

Amity

JANUARY 30, 2019

This can greatly reduce the cost to serve in the long run if customers are set up properly from day one. Account Management / CS Sales. Do you have cross-sell or upsell opportunities with your product? A customer experience team and strategy is one that is unique to each business and brand.

Education 61

Education Engineering B2C Technical Support 61

SmartKarrot

JUNE 15, 2021

Recruit, develop and motivate talented Customer Success team members who bring a customer-centric view to their everyday interactions. Lead and execute initiatives that continue to improve internal processes and systems for the Customer Success team. This could be through video, phone call, or email.

Upselling 10

Upselling Coaching Customer centricity CRM 10

SmartKarrot

DECEMBER 21, 2020

It brings many opportunities for other departments to leverage the customer data that it has access to. And when it collaborates with the sales division, customer success qualified lead, CSQL, is what it produces to drive business growth. Customer-centricity is the value that companies work with in all its departments.

Upselling 10

Upselling Sales Customer centricity SaaS 10

Totango

JULY 25, 2019

What’s better for your business to focus on: customer success or sales? Customer success is the practice of cultivating deep and lasting relationships with your customers, which can unlock lasting customer lifetime value for your business. However, no business can thrive without making sales to new customers.

Sales 80

Sales Upselling Customer centricity Best practices 80

SmartKarrot

NOVEMBER 6, 2020

Role: Vice President of Customer Success Location: Remote, United States Organization: Lionbridge As a Vice President of Customer Success, you will develop and implement a strategic customer success program, increase wallet share, identify areas of opportunity to cross-sell and support new business growth.

Upselling 8

Upselling Customer advocacy Customer centricity Accountability 8

SmartKarrot

JANUARY 29, 2021

Representing the voice of the customer and influencing internal stakeholders by promoting a customer-centric mindset across the organization. Manage a team of technical account managers (TAM) responsible for ensuring the technical goals of customers are met. Master the ability to evangelize the Podium story.

Customer advocacy 10

Customer advocacy Education Upselling Customer centricity 10

SmartKarrot

AUGUST 27, 2020

Below we examine the potential benefits of collaboration between your marketing and customer success teams. In short, they can: Exchange customer stories Organize events Expand existing customer accounts Pool customer information to drive strategy formation. Organize events. Final take.

Marketing 10

Marketing SaaS Accountability Customer centricity 10

ChurnZero

NOVEMBER 15, 2019

Customer Success Teams are on the hook to finish out the year strong, preform quarterly business review (QBRs), determine and refresh key performance indicators (KPIs) for the new year, finalize budgets – and most importantly ensure their customers are successful going into the new year. Customer Success operations planning.

Chief Customer Officer 40

Chief Customer Officer Upselling SaaS Technology 40

SmartKarrot

MARCH 31, 2022

The major goals for any team are increasing revenue, making customers happy, product adoption growth, and more. Every team needs to keep customers at the core to align their work accordingly. All arms of the company, such as product, support, sales, engineering, marketing, and IT, need to work with customers in mind.

SaaS 10

SaaS Sales Feedback Upselling 10

ChurnZero

JULY 29, 2022

Then, they need to monitor customers as they progress; if a customer gets stuck or falls behind, the team can intervene to mitigate any churn risks. Conversely, if a customer’s mastery of a solution indicates a potential for upselling, your teams can present expansion offers that are grounded in the customer’s realized value.

SaaS 98

SaaS Customer centricity Upselling Accountability 98