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

JULY 8, 2021

To move away from this pattern, we suggest organizations put in place an early customer warning system that enables their customer success team focus on proactive customer retention. There are two types of check-ins your Customer Success Team should monitor: event-based engagements and periodic check-ins.

Upselling 65

Upselling Accountability Customer retention Metrics 65

TechSee

JUNE 16, 2022

This list is an homage to the business leaders and influencers pushing the envelope when it comes to innovation in customer experience. Eric Esguerra, Vice President, Customer Service & Operations at Miele Canada Ltd. Barry Dalton, Global VP, Customer Interaction Technology at Concentrix. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

ChurnZero

JANUARY 10, 2022

SaaS customer onboarding makes or breaks your customer retention. It has a long-lasting impact on your customer and deep ties to their likelihood to churn. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Define Key Onboarding Events, Correlate Them to Customers’ Success.

Best practices 98

Best practices SaaS Metrics Sales 98

CSM Practice

FEBRUARY 24, 2020

ARR is an essential customer financial metric that businesses with an annual recurring subscription offering can measure to demonstrate growth, sustainability and value. Understanding your ARR enables you to forecast your growth and sales projections better, budget for sales and marketing, identify trends quickly, and motivate your team.

Metrics 52

Metrics Upselling SaaS Accountability 52

ChurnZero

FEBRUARY 14, 2023

Some Customer Success metrics are considered standard but there’s often more than meets the eye. Sales and marketing professionals that geek out on metrics can find themselves in deep philosophical debates about the best numbers to track. Your net revenue retention for January is 111% ($30,000 ÷ $27,000).”

Metrics 94

Metrics SaaS Customer retention Construction 94

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

FEBRUARY 4, 2020

This represents a shift from bygone eras when growth strategies were more sales-focused. What makes customer-centric growth so valuable for modern enterprises—and how can you create an effective strategy to promote it? What is Customer-Centric Growth? Customer-centric growth puts customers at the heart of your business strategy.

Customer centricity 71

Customer centricity Best practices Upselling Enterprise 71

CSM Practice

MAY 22, 2022

You see, this is a repeatable process that starts post-sales. Once a prospect becomes a customer, the wheels of the framework start turning. Hence, the Customer Success framework is the foundation to design and build your aligned processes. Why is it important to design a Customer Success framework ? . Onboarding.

Brand ambassadors 59

Brand ambassadors SaaS B2B Customer retention 59

Totango

FEBRUARY 4, 2020

This represents a shift from bygone eras when growth strategies were more sales-focused. What makes customer-centric growth so valuable for modern enterprises—and how can you create an effective strategy to promote it? What is Customer-Centric Growth? Customer-centric growth puts customers at the heart of your business strategy.

Customer centricity 62

Customer centricity Best practices Upselling Enterprise 62

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

Education Services Group

MAY 23, 2022

The ESG team was as eager as anyone to get back to these types of events, and I was thrilled to join my colleagues Peter Armaly, Sheik Ayube, and Nick Mitchell to do just that at TSIA World Interact. Who owns the renewal and upsell/cross-sell process?

Upselling 52

Upselling Sales Marketing Management 52

CSM Practice

FEBRUARY 24, 2020

ARR is an essential customer financial metric that businesses with an annual recurring subscription offering can measure to demonstrate growth, sustainability and value. Understanding your ARR enables you to forecast your growth and sales projections better, budget for sales and marketing, identify trends quickly, and motivate your team.

Metrics 52

Metrics SaaS Customer retention Upselling 52

CSM Practice

FEBRUARY 24, 2020

ARR is an essential customer financial metric that businesses with an annual recurring subscription offering can measure to demonstrate growth, sustainability and value. Understanding your ARR enables you to forecast your growth and sales projections better, budget for sales and marketing, identify trends quickly, and motivate your team.

Metrics 52

Metrics SaaS Customer retention Upselling 52

CustomerSuccessBox

MAY 18, 2022

Here is the list of 10 Customer Success blogs to follow and save in your digital library in 2022! A dedicated AI-powered customer success platform aiding SaaS firms to onboard, retain, upsell and drive MRR. Suggested blog: Startup to Scale – Why an Effective Sales to Customer Success Hand-Off is Critical.

SaaS 52

SaaS Upselling Education Customer retention 52

ChurnZero

JULY 9, 2020

But if you’re like most companies, when it comes to attracting your customers, the only thing your marketing’s dropping is the ball. Sure, you won customers over to get the initial purchase, but what about your post-sale courting? Nurture with Networking Events. Being a good partner and delivering outcomes is expected.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

Method:CRM

AUGUST 25, 2022

How customer service has changed. Before we had telephones, people had to go to the store or write a letter to get customer service. However, the rapid development of communication technology and world events like COVID-19 have fundamentally changed the landscape of customer service. Offer fast customer service.

CRM 52

CRM Chatbots Self service Customer retention 52

Mindtouch

AUGUST 25, 2016

In the past few years, the idea of customer success has taken off as a way to improve customer retention in a down economy (it’s more expensive to attract a new customer!) and create a better rapport between brands and their customers (because customer support gets a bad rap).

Upselling 48

Upselling Customer retention Sales Customer Support 48

Education Services Group

JUNE 4, 2019

Furthermore, existing customers are more likely to become advocates for your brand to help attract new customers, more likely to spend on new products, and more likely to spend more on cross-sells and upsells. That’s why customer communication is so important. Create Events Where Prospects and Customers Can Mingle.

Marketing 53

Marketing Best practices Upselling Feedback 53

SmartKarrot

OCTOBER 3, 2022

Assist with client marketing correspondence (newsletters, campaigns, sales print materials, welcome packets, surveys, etc.). Work with Account Director on potential target client list and sales strategies. Attend college recruiting events, conferences, seminars to help strengthen the company brand. Their success is the success.

Upselling 19

Upselling Coaching Best practices Consulting 19

Stratifyd

MAY 30, 2019

With that being said, contact centers play an influential role in customer retention strategies. Within call data lies rich insights about customer satisfaction, customer churn, competitive intelligence, service issues, agent performance, upsell opportunities, campaign effectiveness, and more.

Analytics 40

Analytics Telemarketing Contact Center Metrics 40

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

SmartKarrot

APRIL 28, 2023

Apply here: [link] Role: Director, Digital Customer Success Location: Toronto, ON, Canada (On-site) Organization: Informatica As a Director, Digital Customer Success, you’ll create and support efforts that nurture the digital journey. Deliver top-notch support and customer service to customers via phone, email, and video calls.

Upselling 19

Upselling Coaching Engineering Customer retention 19

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

Dialer 360

OCTOBER 7, 2022

Medicare scripts are a starting point to sound more genuine and make more sales efficiently. When making contact with customers, a script helps you to define your services and product effectively. The healthcare industry is under massive pressure to improve sales and call center performance. Medicare script: what is it?

Scripts 34

Scripts Call Center Healthcare Sales 34

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! I left the event feeling validated in my opinion that Customer Success is messy.

SaaS 52

SaaS Customer centricity Best practices Upselling 52

SmartKarrot

AUGUST 17, 2022

Apply here: [link] Role: Customer Success Director Location: Remote, United States Organization: IntelliShift As a Customer Success Director, you will develop and manage a small portfolio of large, high-value enterprise customers with a deep knowledge of the customer’s business goals and success criteria.

Education 19

Education Upselling Customer centricity Coaching 19

SmartKarrot

JULY 27, 2022

Identify and implement customer success tools, strategies, and tactics to ensure process efficiencies and scalability of a fast-growing company. Identify upsell initiatives with additional product offerings that can be handed over to the sales team. Drive organizational process improvements for a world-class customer experience.

Engineering 19

Engineering Finance Best practices Upselling 19

Totango

APRIL 24, 2020

In customer retention, every engagement counts. Rather, customer retention for SaaS enterprises is a result of the customer experience. It is an outcome based on an emotional reaction and connection to the performance of a supplier and the value a customer experiences through using that enterprise’s product.

Best practices 83

Best practices Customer retention SaaS Enterprise 83

Education Services Group

JULY 8, 2019

And, some of these life events don’t even happen in sequential order (or at all). 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. Customer Birth Certificate.

Sales 40

Sales Education Upselling CRM 40

ChurnZero

DECEMBER 20, 2019

C S and Sales strengthen their bond. . As we move into 2020, I envision a stronger alignment between C S and Sales. By joining forces and clarifying roles, both teams can deliver a better customer experience and drive more revenue for their organizations. . . Bora Lee , Team Lead, Customer Success Operations , ChurnZero

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

Totango

MAY 1, 2020

Retaining existing customers is especially important during uncertain economic times, when fewer new customers may be signing on with your service. That’s why customer retention management software is a vital component of your retention strategy. What Are the Benefits of Customer Retention Management Software?

Customer retention 62

Customer retention Management Enterprise Upselling 62

ChurnZero

SEPTEMBER 16, 2021

9 Customer Retention Strategies for SaaS. Higher retention rates can mean higher customer loyalty for your business, something that’s crucial for success, especially for SaaS. If you want to throw more fire behind your customer retention strategies , keep reading for some tips and tricks to keep them going strong.

Customer retention 52

Customer retention SaaS Education Feedback 52

Totango

OCTOBER 22, 2019

Segment the following customers: New customers pending onboarding. Currently onboarding customers . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Drive customer advocacy by providing a simple, effective onboarding process.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

Totango

SEPTEMBER 24, 2019

It’s important to keep that perspective in mind as you help customers progress through different teams—from sales to customer success and back again—and through different phases, such as onboarding, adoption, and renewal. There’s no need to indulge a divisive customer retention vs. new customer acquisition dynamic.

Customer retention 59

Customer retention Sales Enterprise Upselling 59

ChurnZero

MARCH 22, 2019

We also had You Mon Tsang, CEO and Founder of ChurnZero share tried and true ways to improve customer retention. How to structure and compensate a Customer Success team. How to develop a customer health score and key customer events to track. If you can increase retention a customer becomes more profitable.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61