ClientSuccess

FEBRUARY 21, 2022

Billing and Contract Terms: Is the customer up to date on all their bills and payments? What do the contract terms look like regarding opt-out, renewals, and upsells? Do multiple people on your internal team or at your company have relationships with different customer organizations?

Upselling 68

Upselling Metrics SaaS Customer effort 68

REVE Chat Blog

NOVEMBER 21, 2019

With the help of consistent newsletters, events or seminars/webinars you can educate your leads in the best way. Enhanced ability to upsell with relevant deals and offers – The sales agents can offer information about the current sale going on, or a discount coupon available for the product they are interested to purchase.

Best practices 77

Best practices B2B Sales Chatbots 77

ChurnZero

SEPTEMBER 16, 2021

Level of engagement with your customer success management (CSM) or other customer support interactions. Customer Effort Score (CES) — how much effort is your customer putting into solving an issue they might be having? New resources, such as ebooks or upcoming trainings and webinars.

Customer retention 52

Customer retention SaaS Education Feedback 52

ClientSuccess

JULY 1, 2019

As a CSM or customer success leader, you already know how involved other departments have to be with customer accounts. Marketing: Marketing influenced renewal or upsell dollars. Services: Customer Effort Score (CES). HR: Attend X trade shows or customer events annually. Product: Product time-to-value.

Finance 49

Finance Upselling Metrics SaaS 49

Pointillist

JULY 25, 2018

The questions below will help you define the scope of your customer journey analytics project: Will the project be confined to a single team, such as customer experience or marketing, or will other business functions use the platform? Is your organization already aware of specific pain points and friction in your customers’ journeys?

Analytics 93

Analytics Government APIs Metrics 93

Nicereply

JUNE 18, 2020

Reducing the effort customers spend doing business with you makes them more likely to remain customers in the future. To start measuring customer effort, you can use Customer Effort Score , a metric designed by CEB. Use videos, in-app messages, emails, and webinars to get the message across.

Customer retention 125

Customer retention Feedback Surveys Metrics 125

Pointillist

JULY 25, 2018

The questions below will help you define the scope of your customer journey analytics project: Will the project be confined to a single team, such as customer experience or marketing, or will other business functions use the platform? Is your organization already aware of specific pain points and friction in your customers’ journeys?

Analytics 43

Analytics Metrics Government Journey mapping 43

Talkdesk

AUGUST 20, 2015

“Customers now have the power to really impact your business more than ever before,” says Jim Tincher. Tincher presented a talk titled, “Driving Growth by Reducing Customer Effort,” for the Talkdesk Webinar Series on August 19, 2015. When your customers need help,” he said, “Are you actively pushing them away?”.

Customer Experience 53

Customer Experience call center software Customer effort Call Center 53

Lumoa

JUNE 28, 2018

The philosophy, that we developed over the years, is that revenue and growth is a function of happy customers. It’s not about selling or upselling but delivering exceptional value.” Getting a user profile is not the day #1 of HubSpot for that customer, it might be the day 30 or 100 of their customer experience.

Customer centricity 64

Customer centricity Feedback Surveys Finance 64

ChurnZero

DECEMBER 15, 2021

These can be set up to target just the right customers, at just the right time, with the most relevant upsell offers. Renewal teams can also give more accurate expansion forecasts with Customer Success software by using the tool to report on customer health scores and predict the likelihood that a customer grows.

Sales 98

Sales Marketing Accountability Surveys 98

ChurnZero

APRIL 2, 2021

Renewal teams can also create more accurate expansion forecasting and reporting using customer health scores to predict the likelihood that a customer expands – allowing them to better prioritize their pipeline. Most marketing teams rely on email to reach their customers – whether they’re promoting new content, webinars, or events.

Sales 64

Sales Marketing Surveys Accountability 64