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Be Sure Your CSM Team Has These 5 Playbooks

ClientSuccess

This playbook should include information on how to introduce the product/service, educate customers on key features, set expectations around timelines and communication, and develop action plans to ensure a successful onboarding process. eBook: CSM from the Trenches: Implementing Customer Success. Ready to learn more?

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Differentiating Customer Success and Support

ClientSuccess

This can involve training and education on effectively using the product or service, suggesting best practices, and providing guidance on optimizing the customer’s experience. The success of customer success is typically measured by metrics such as customer retention rate, upsell/cross-sell revenue, and customer satisfaction scores.

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Why Applying the Golden Rule to Customer Success Efforts Works

ClientSuccess

Learn more about building customer loyalty in this ebook. What’s more, this approach has a direct impact on renewal and upsell rates, making it a win-win for both your company and the customer. Teach customers about your product or service and invite them to participate in educational events. Why Follow the Golden Rule?

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Live Agents and Virtual Assistants: Better Together

Interactions

Educate and train your agents. Education and training on your new Conversational AI application are just as essential as good communication. This information can also be helpful when the agent is upselling or cross-selling. Let your agents evaluate the technology. Let your agents shine.

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The Factors Your Customers Use to Make Decisions

ClientSuccess

From initial buying choices to upsells and renewals, knowing what prompts customers to take steps forward with a vendor can help your customer success team structure messaging, discussions, and other critical conversations. For more on similar topics, check out these resources: eBook: 5 Ways to Surprise & Delight Your Customers.

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Remarkable Inbound Call Center Sales Techniques and Training

JustCall

You can create a rich repository of blog posts, ebooks, webinars, and other forms of educational material. Upselling and Cross-selling Both these techniques are extremely effective in increasing sales revenue. Upselling involves offering the customer a higher-priced or upgraded version of the product they are interested in.

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ChurnZero Customer Success Professional Spotlight

ChurnZero

This spotlight will be featuring, George Boyar , Director of Customer Success at Mentor Collective, who partners with higher education institutions to help students develop a deep sense of belonging, build a connection to their institution, and ultimately succeed, by leveraging peer mentorship and technology. ChurnZero Resource.