Balto

AUGUST 3, 2022

The older a person was, the longer they were in their job, and the higher on the corporate ladder they were, the more likely they were to view their contact center as an avenue for value creation. The older a person is, the more likely they have been at their job longer, and the more likely they are to have a higher position.

Contact Center 52

Contact Center Interactive Voice Response Surveys Self service 52

SmartKarrot

FEBRUARY 25, 2021

Develop and nurture cross-functional partnerships across the entire TargetCW organization including software, sales, marketing, finance and operations which impact overall customer success and drive customer retention and revenue growth. Helping drive product adoption and advocacy across the customer base.

Journey mapping 10

Journey mapping Finance Customer retention Upselling 10

ChurnZero

MARCH 22, 2019

We also had You Mon Tsang, CEO and Founder of ChurnZero share tried and true ways to improve customer retention. But then over time with Customer Marketing and Customer Success, people love to use Slack and then all of a sudden, it’s expanding. So, the initial sale is very small, and all the sale is upsell.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

SmartKarrot

JUNE 1, 2021

Responsible for managing the portfolio of existing and future customers across the region. Supporting and facilitating the customer’s adoption of the Gravity platform, features, and functionalities. Maintains a deep understanding of the products and practices to serve as a point person for the accounts.

Best practices 10

Best practices Finance Benchmark Upselling 10

SmartKarrot

SEPTEMBER 23, 2022

Increase the likelihood of upsells? For instance, you should probably monitor customer engagement levels in specific product features to increase upsell opportunities to determine which ones they value the most. Determining which of your monitored metrics is the best sign of success and customer retention is crucial.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

SEPTEMBER 23, 2022

Increase the likelihood of upsells? For instance, you should probably monitor customer engagement levels in specific product features to increase upsell opportunities to determine which ones they value the most. Determining which of your monitored metrics is the best sign of success and customer retention is crucial.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

JULY 7, 2023

Whether you are a business owner or a person with a key managerial role, understanding white space analysis is crucial for you. White space in business is like a blank canvas representing customers’ unmet needs waiting to be filled. This is basically analyzing the opportunities of cross-selling and upselling to boost revenue growth.

Accountability 10

Accountability Upselling B2B B2C 10

Lumoa

FEBRUARY 9, 2023

more friendly behavior in customer service) Marketing to take the info into account in better targeting (e.g. upselling to the most loyal customers) Process changes (e.g. informing the customer more often about how the repair is proceeding) Only after you have acted on feedback, customer experience processes are developing.

Customer Experience 178

Customer Experience B2C Journey mapping B2B 178

JustCall

FEBRUARY 25, 2020

Financial services must be technologically updated if your aim is NOT to lose hold of customers. You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. Communication, in the finance industry, is the most important segment of tech stack for any financial organization.

Finance 59

Finance CRM Accountability Sales 59

CustomerSuccessBox

JULY 19, 2022

A structured onboarding flow will help your customers understand what pain point your product is attempting to solve for them, giving them a reason to stick with your product because they can see the value you provide. This is the stage at which customer adoption occurs, and once that occurs, customer retention becomes a natural result.

Upselling 52

Upselling SaaS Best practices B2B 52

CustomerSuccessBox

JULY 9, 2021

A well-planned customer journey results in long-term users which lower the churn rate. Hence increasing the retention rate. Suggested Reading : 6 Exclusive Hacks To Accelerate Customer Retention For Your SaaS. B2B vs. B2C Customer Journeys. Customer Journeys at CustomerSuccessBox.

SaaS 59

SaaS Journey mapping B2C B2B 59

Totango

NOVEMBER 19, 2019

In this customer-centered economy , you need to provide customers with a responsive, personalized service that is focused on their needs. Customers are empowered to expect cyclical subscription arrangements they can opt-in or out of depending on their experience of value. Personalized customer engagements.

Best practices 64

Best practices Customer centricity Enterprise Finance 64

JustCall

FEBRUARY 5, 2020

As for the Sales, the team would be able to keep the count of an exact number of leads and customers in specific pipelines. Also, specific notes, tagging, and pipelines would assist the sales team in upselling and cross-selling. This will help you design potential strategies for customer generation as well as customer retention.

Education 84

Education CRM Sales Accountability 84

Amity

FEBRUARY 21, 2018

In short, Customer Success as a business unit is responsible for managing the customer after the initial sale. This is the never-ending mission of CSMs, managing accounts from onboarding, through adoption, to renewal or upselling/cross-selling, and repeat. First, do you consider yourself an emotionally intelligent person?

Upselling 77

Upselling Sales Finance Analytics 77

Voxjar

MARCH 10, 2020

Now, Let’s Look at the Why and How of Setting KPI Metrics for Customer Service. Why Should the Customer Service Team Set KPIs? While the objective of most companies is earnings, not all KPI metrics are related directly to a company’s finances. Gather valuable customer data for product and service improvements.

Metrics 52

Metrics Customer Service Call Center Customer retention 52

Totango

NOVEMBER 19, 2019

In this customer-centered economy , you need to provide customers with a responsive, personalized service that is focused on their needs. Customers are empowered to expect cyclical subscription arrangements they can opt-in or out of depending on their experience of value. Personalized customer engagements.

Best practices 48

Best practices Customer centricity Enterprise Finance 48

SmartKarrot

JUNE 8, 2022

Own on-boarding, account management, renewals and health KPIs for the Commercial (smaller) and Enterprise (mid to large) customer segments. You may not own a book of business personally, but you will directly engage with customers: relationship development, key presentation meetings, escalations, etc. Apply here: [link].

Finance 19

Finance Upselling Accountability Best practices 19

Tethr

JUNE 22, 2020

WHAT Customer calling to reschedule a service WHY Reschedule reason Your company’s service person didn’t show up for a scheduled appointment , causing customer confusion and frustration and forcing them to call multiple times to set up another appointment. Call reduction-related drivers and their reasons.

Customer Experience 66

Customer Experience Customer effort Interactive Voice Response Coaching 66