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 105

Journey mapping Upselling Accountability Feedback 105

ClientSuccess

JANUARY 11, 2023

Regularly monitor customer performance and identify opportunities for improvement. Measure customer success metrics for meaningful insights. Focus on customer retention and long-term ROI. 8 Ways to Apply the Golden Rule in Customer Success. Ready to start honoring the Golden Rule with customers?

Benchmark 80

Benchmark Upselling Education Best practices 80

TeleDirect

OCTOBER 25, 2023

At TeleDirect, we’re an extension of your team, and our team is extensively trained in upselling and lead generation. Using their human insights, the agent can determine the best course of action, providing faster and exceptional customer service. You may wonder what that has to do with a call center.

Call Center 62

Call Center Technology Customer Support Complaint resolution 62

Talkdesk

AUGUST 28, 2017

Our Kickoff “Designing Your Intelligent Contact Center” event in Chicago was a huge success and a lot of fun! This equips agents with the ability to empathize with customers and make meaningful connections. Thus ensuring that customers have real, productive and thoughtful conversations with agents. It’s not too late.

Contact Center 51

Contact Center Contact center software Upselling Engineering 51

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

Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. Here, we’ll show you how to create your path to customer success. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important.

SaaS 110

SaaS Journey mapping Upselling Best practices 110

Upstream Works

JANUARY 20, 2023

These may seem like unrelated events, but they all have a role to play in defining the state of customer service in 2023 and will have implications for contact centers. There are two main lenses through which these factors must be filtered: customer experience (CX) and agent experience (AX).

Contact Center 78

Contact Center Upselling Customer retention Technology 78

Totango

AUGUST 23, 2022

Providing tutorial tips to answer customer questions and encourage greater product adoption. Delivering customer support. Resolving customer escalations or problems. Administering customer satisfaction surveys. Reminding customers to renew subscriptions. Making upsell offers. Customer support events.

B2B 115

B2B Journey mapping SaaS Engineering 115

ChurnZero

FEBRUARY 14, 2023

Customer Success metric 2: customer retention rate Customer retention rates measure a company’s ability to retain customers. That seems obvious, but here again, there is more than one way to calculate the customer retention rate including: Logo retention rate.

Metrics 94

Metrics SaaS Customer retention Construction 94

Totango

DECEMBER 21, 2021

Milestone Messaging as a Customer Success Manager Automation Strategy. Effective customer success automation relies on the strategic use of technology to communicate with customers at key points and event triggers in their customer journey. It also can create an opportunity for upsell offers when applicable.

Management 105

Management Best practices Upselling Accountability 105

OctopusTech

JULY 21, 2023

Successful companies out there leverage this important information to boost customer retention and conversion rates. By coming up with a solid customer data management strategy, one can collect, organize, and analyze all the information using customer database management software.

Best practices 62

Best practices Management Upselling Sales 62

Totango

FEBRUARY 28, 2020

At the same time, an effective engagement strategy incorporates much more than 1:1 touchpoints, and considers engagements such as 1:many opportunities, including communities, events, advocacy, and learning. What is a Customer Engagement Strategy? This makes customer retention critical. That’s for 1:1 touchpoints.

Customer centricity 93

Customer centricity Metrics Upselling Enterprise 93

Totango

JUNE 4, 2021

Another way to apply personalization to engagement is to offer customers promotions based on their history, needs and behaviors. By tying your cross-sell and upsell offers into your customers’ actual use of your product, you not only increase engagement, but you increase the attractiveness of your offers, helping boost your revenue.

B2C 62

B2C Upselling Journey mapping B2B 62

CSM Practice

MAY 22, 2022

Why is it important to design a Customer Success framework ? . The recurring revenue model of the B2B SaaS industry pushes the Customer Success teams to retain and expand the existing customer base. But, customer retention and expansion are no joking matter! There is no stability without a framework.

Brand ambassadors 59

Brand ambassadors SaaS B2B Customer retention 59

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

Totango

FEBRUARY 4, 2020

Customer-centric growth puts customers at the heart of your business strategy. While sales are always an important facet of any growth strategy, customer-centric growth means also emphasizing customer retention. This shift is rooted in the concept that when your customers succeed, so does your enterprise.

Customer centricity 71

Customer centricity Best practices Upselling Enterprise 71

CSM Practice

FEBRUARY 24, 2020

Revenue retention rate is a “macro” metric that measures the total change in recurring revenue over a specified period. Gross Revenue Retention (GRR) is the amount of revenue retained minus the revenue lost due to churn and downsell without considering the impact of cross-sells, upsells, or an increase in prices.

Metrics 52

Metrics Upselling SaaS Accountability 52

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. He also sits on the board of Directors for CSPN. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

Totango

FEBRUARY 4, 2020

Customer-centric growth puts customers at the heart of your business strategy. While sales are always an important facet of any growth strategy, customer-centric growth means also emphasizing customer retention. This shift is rooted in the concept that when your customers succeed, so does your enterprise.

Customer centricity 62

Customer centricity Best practices Upselling Enterprise 62

CSM Practice

JULY 6, 2020

The Pacific Crest 2016 survey shows that the median cost of acquiring an ACV dollar for new customers is $1.16. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 There are three types of expansion selling plays you can make for your installed customer base: 1. Upsell.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

The Pacific Crest 2016 survey shows that the median cost of acquiring an ACV dollar for new customers is $1.16. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 There are three types of expansion selling plays you can make for your installed customer base: 1. Upsell.

SaaS 71

SaaS Upselling Accountability Sales 71

ChurnZero

JULY 9, 2020

These SaaS companies offer comprehensive training programs, resources, and events to their customers and even the larger professional community. They have loyal followings and student-customers who proudly display their certifications on LinkedIn to not only show off their product proficiency, but also their brand affiliation. .

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

ChurnZero

FEBRUARY 14, 2023

Customer Success metric 2: customer retention rate Customer retention rates measure a company’s ability to retain customers. That seems obvious, but here again, there is more than one way to calculate the customer retention rate including: Logo retention rate.

SaaS 52

SaaS Metrics Customer retention Construction 52

CSM Practice

FEBRUARY 24, 2020

Revenue retention rate is a “macro” metric that measures the total change in recurring revenue over a specified period. Gross Revenue Retention (GRR) is the amount of revenue retained minus the revenue lost due to churn and downsell without considering the impact of cross-sells, upsells, or an increase in prices.

Metrics 52

Metrics SaaS Customer retention Accountability 52

CSM Practice

FEBRUARY 24, 2020

Revenue retention rate is a “macro” metric that measures the total change in recurring revenue over a specified period. Gross Revenue Retention (GRR) is the amount of revenue retained minus the revenue lost due to churn and downsell without considering the impact of cross-sells, upsells, or an increase in prices.

Metrics 52

Metrics SaaS Customer retention Accountability 52

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

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

Totango

DECEMBER 28, 2020

Cisco sees customer experience as a key differentiator for the future of business because of its ability to impact customer retention and growth. If you are a Cisco Gold Partner, we highly recommend watching a replay of the event above. Customer Success is a growth strategy. Automates playbooks and email campaigns.

Best practices 79

Best practices Upselling Analytics Technology 79

Pointillist

MARCH 20, 2020

The team wants to understand the effectiveness of their self-service channels when customers have a problem making a mortgage payment. They start the journey with the ‘Payment Notice Sent’ Event, which shows that 12.5M customers were sent a Payment Request notice. Next, the team determines the most effective channels and timing.

Analytics 70

Analytics Upselling Interactive Voice Response Banking 70

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

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? I’m not here to tell you that you’re right or wrong…but here’s what J.B.

Upselling 52

Upselling Sales Marketing Management 52

ClientSuccess

NOVEMBER 26, 2018

While many customer success managers (CSMs) are well-versed in the day-to-day activation and implementation conversations with customers, introducing them to additional services, turning them into advocates, and having upsell conversations, their customer marketing strategies and results can often fall short.

Marketing 56

Marketing Upselling SaaS Customer retention 56

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

SmartKarrot

OCTOBER 3, 2022

Attend college recruiting events, conferences, seminars to help strengthen the company brand. Maintain accurate sales/recruiting database and record of critical events. Work with your assigned Strategic Account Manager (SAM) to meet retention and upsell goals. Grow usage of BrightEdge within each account.

Upselling 19

Upselling Coaching Best practices Consulting 19

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

ClientSuccess

JUNE 11, 2019

Do you want to negotiate large contract renewals, be a trusted advisor, or be a customer support representative? The Customer Success Job Spectrum. Renewal & Upsell Specialist – Role requires having upsell and retention revenue quotas. I’ll explore each of these roles below.

Upselling 40

Upselling Coaching Customer retention 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