Call Experts

APRIL 8, 2024

Driving Revenue As explained by Contact Center Pipeline , effective call center agents can do more than just resolve issues; they can also upsell or cross-sell products and services, contributing to increased revenue. Gathering Valuable Insights Call centers generate a wealth of data and customer feedback.

Contact Center 52

Contact Center Call Center outsourcing contact center solutions 52

ChurnZero

NOVEMBER 4, 2022

A SaaS business’s greatest source of intel is direct customer feedback. They are best positioned to find, synthesize, and contextualize feedback. Finance is less of a Customer Success foe than you think. CS leaders can remove barriers in their relationship with the finance team by learning to speak their language.

SaaS 98

SaaS Customer centricity Finance Best practices 98

CSM Magazine

MARCH 3, 2020

Executives can also use this software in the identification of top clients and reach out to them frequently to get their valuable feedback. They can work closely with project managers to keep projects on track and go through the feedback. This way, they get to know the areas they need to focus their efforts. Product Development.

Finance 52

Finance Upselling Sales Feedback 52

CustomerSuccessBox

MAY 9, 2022

The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn). Customer feedback is the first and most obvious place to seek information on what your consumers think of your product or service. Voice of Customer.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

ChurnZero

AUGUST 14, 2020

Track free-trial users for upsell opportunities to convert to paid users. Solicit feedback to measure customer sentiment toward your product or business. Integrate NPS into a customer’s overall health score to factor in subjective customer feedback. Who owns it? Who owns it? Product or Customer Success. Chat Software.

CRM 87

CRM Finance Upselling Accountability 87

CSM Practice

JULY 24, 2019

Companies that prioritize customer needs and put them at the forefront of new initiatives see increasingly better results than those who decide on new initiatives without considering customer success and feedback. Understand your existing customers through customer feedback obtained from surveys and interviews.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

SmartKarrot

MARCH 20, 2023

To track progress qualitatively and using KPIs, organise and conduct business review meetings with customer executives (CFO, CAO, VP of Finance, etc.). creating and carrying out chances for upselling and expansion. Handling the goals for expenses and income (renewal, upsell, and expansion). expansion of brand-new goods.

Upselling 19

Upselling Enterprise Technical Support Finance 19

SmartKarrot

SEPTEMBER 24, 2021

Gauge customers’ levels of engagement with the company and provide feedback to the other teams regarding product and service improvements. Exceptional at cross-collaborating internally with different teams, such as finance, legal, marketing, support, etc. Apply here: [link].

Finance 19

Finance Upselling Feedback Analytics 19

Kayako

OCTOBER 16, 2017

Their work relies heavily on input from other teams to do their job, whether in the form of engineering fixing a major bug, or finance explaining the customer’s latest bill. Product feedback. 50k MRR) with the revenue coming in from customer upsell and expansion (ex. Collect product feedback to help improve the product.

Customer Support 74

Customer Support Feedback Surveys Finance 74

Global Response

JANUARY 31, 2024

What’s more, it allows them to strategically upsell and cross-sell while fully remaining in line with U.S. Provide coaching and feedback to reinforce regulatory compliance in day-to-day operations. Industries handling sensitive personal data (like healthcare or finance) might find more value in domestic call centers.

Call Center 62

Call Center Telemarketing Government Healthcare 62

ClearAction

NOVEMBER 5, 2017

And sometimes customer-facing staff has a distinct customer experience vision that is at odds with their upstream value chain (engineering, IT, finance, production, marketing, supplier management, etc.). Do your surveys interrupt customers or allow them to give feedback however and whenever they prefer? Consistency is the key.

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

Amity

DECEMBER 14, 2016

Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. This is our most advanced product available , and we serve customers across many different industries, from finance to technology startups and everything in between. We take product feedback very seriously at InVision.

Management 84

Management Finance Enterprise Accountability 84

JustCall

NOVEMBER 25, 2022

In such cases, sales intelligence can pick up cues that can lead to more sales and upselling. The trial period can be carefully monitored and customer feedback is taken into account. Sales intelligence doesn’t just help to create new customers. It is also valuable when it comes to existing ones.

Sales 52

Sales B2B CRM Finance 52

SmartKarrot

JANUARY 28, 2022

Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Protect the company growth by minimizing churn and finding upsell opportunities. Collate customer feedback and work with team members to prioritize topic feedback and deploy communications strategies to execute on needs.

Upselling 19

Upselling CRM Finance Benchmark 19

SmartKarrot

NOVEMBER 2, 2022

Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Drive upsell/cross-sell opportunities with existing accounts for incremental client growth. Apply here: [link].

Finance 19

Finance Accountability Upselling Consulting 19

SmartKarrot

JULY 27, 2022

Identify upsell initiatives with additional product offerings that can be handed over to the sales team. Work closely with Sales, Product, Technology, Finance, Solution Engineering, Support and other internal groups to set the customers and the CSMs up for success.

Engineering 19

Engineering Finance Best practices Upselling 19

SmartKarrot

MARCH 9, 2022

Represent the voice of the customer by providing product and customer experience feedback along with recommended enhancements. Full responsibility for maintaining all processes supporting the customer lifecycle so that feedback obtained in real-time drives team activities.

Finance 19

Finance Government Upselling Accountability 19

SmartKarrot

APRIL 18, 2022

Educate advertisers on Criteo’s Management Center functionality and best practices, partner with the product teams to deliver feedback to enhance and evolve Criteo’s platform. Contribute to lifetime revenue expansion by identifying and addressing renewal risk and upsell opportunity organically via stakeholder consultations.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

SmartKarrot

OCTOBER 21, 2022

Interact with Sales, Product, Engineering, Support, Services, Finance and Executive teams to drive positive change on behalf of the customers. Aggregate customer feedback into themes and focus areas. Drive portfolio growth by identifying and executing on Upsell opportunities whilst retaining happy and successful customers.

Finance 19

Finance Upselling Coaching Engineering 19

SmartKarrot

DECEMBER 9, 2021

Cross Sell/Upsell other Vonage products and services. Act as a liaison between customers and internal teams to Incorporate customer input and feedback into the ongoing evolution of existing and new products and services. Solicit and synthesize customer product feedback to contribute to product development. Apply here: [link].

Engineering 19

Engineering Finance Accountability Government 19

SmartKarrot

SEPTEMBER 29, 2022

Work closely w/ revops, finance, and sales to structure compensation & SPIFFS to reward customer health while also driving the company’s GRR and NRR goals. Build action plans to remediate churn risk, NPS feedback, and to increase reference-ability across the global customer base.

Finance 19

Finance Upselling Accountability Coaching 19

Balto

AUGUST 3, 2022

Create your own user feedback survey. quotes, feedback, etc.) Quotes, feedback, etc.). Upselling and cross-selling were viewed as the least effective skills for garnering revenue — this is a prime coaching opportunity. Cross-Selling and Upselling: How They Differ Yet Work Together. How do you invest in it?

Contact Center 52

Contact Center Interactive Voice Response Surveys Self service 52

SmartKarrot

DECEMBER 3, 2021

Scale and improve process and tools by up-leveling & implementing new tools that further critical areas of customer growth, such as KPI benchmarking, customer training and education, NPS surveys, and customer feedback. Identify opportunities and lead upsell/cross-sell deals from start to finish.

Customer advocacy 19

Customer advocacy Technical Support Education Finance 19

SmartKarrot

JANUARY 16, 2024

Team members need creative thinking skills, solution-selling capabilities, and an aptitude for negotiation, especially when it comes to renewals and upsells. The cross-functional nature of CS Ops demands alignment with marketing, sales, product, and finance. Involvement with marketing, sales, product, and finance becomes integral.

Finance 8

Finance Upselling SaaS Sales 8

SmartKarrot

JANUARY 16, 2024

Team members need creative thinking skills, solution-selling capabilities, and an aptitude for negotiation, especially when it comes to renewals and upsells. The cross-functional nature of CS Ops demands alignment with marketing, sales, product, and finance. Involvement with marketing, sales, product, and finance becomes integral.

Finance 8

Finance Upselling SaaS Sales 8

SmartKarrot

JANUARY 6, 2021

Get alignment with ELT, Sales, Marketing, Product, and Finance around Customer Success strategy and execution. Enable and hold team accountable for identifying and developing upsell opportunities that solve new problems and deliver new value for customers. Highlight insights and engagement opportunities to customers on a regular basis.

Upselling 10

Upselling Accountability Finance Best practices 10

SmartKarrot

JUNE 23, 2020

Work with your assigned Strategic Account Manager to meet retention and upsell goals. As an engagement manager, you will have to troubleshoot customer issues very frequently, collect the feedback about the product features and communicate to the internal team at Expanse. Identify and develop potential upsell opportunities.

Engineering 10

Engineering Upselling Finance Enterprise 10

SmartKarrot

JUNE 14, 2021

Coordinate, refine and own the deal operations process by working closely with Sales, Finance, and Product. Gauge customers’ levels of engagement with the company and provide feedback to the other teams regarding product and service improvements. This will include coordinating internal resources that interact with each client.

Finance 10

Finance Upselling Accountability Coaching 10

SmartKarrot

AUGUST 3, 2020

Apply here: [link] Role: Customer Success Manager Location: Newyork, US Organization: Survata In this role, you will be responsible for understanding customer outcomes through ongoing collection and analysis of data and feedback and turn this into onboarding and retention strategies as well as feed into the product road map.

Finance 10

Finance CRM Upselling Accountability 10

SmartKarrot

FEBRUARY 17, 2021

Establish a relationship with key ecosystem partners and build joint upsell opportunities. Transform customer feedback into actionable product roadmap items. Provides feedback for technical selling tactics and strategies for the broader team. Collect, collate and report performance and product feedback to stakeholders.

Enterprise 10

Enterprise Technical Support Finance Upselling 10

GetFeedback

AUGUST 16, 2018

Instead of asking customers to rate the agent who helped them or share feedback on the company as a whole, CES focuses on how easy or difficult the whole support process is for your customers. Customer success can spot upsell opportunities, or prioritize red accounts that need extra love. How do you measure it? Self-Service Metrics.

Metrics 79

Metrics Customer Service Surveys Self service 79

SmartKarrot

MARCH 9, 2021

Work with Finance to ensure accurate reporting of success metrics. Create a company-wide customer feedback loop. Partner with Solution Architect team, Product team & Delivery team to ensure strong customer feedback loop. Support Sales when upsell opportunities are identified.

Enterprise 10

Enterprise Finance Upselling Metrics 10

SmartKarrot

AUGUST 16, 2022

Collect customer feedback. You can know customer feedback through conversations that give you a clear picture of the product trajectory. You can respond to negative feedback and have a clear plan to recover the customer’s faith. If you allot separate time at the end of the meeting for customer feedback, there is time to discuss.

Chief Customer Officer 10

Chief Customer Officer Benchmark Finance Metrics 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. This is a nudge to every finance professional. but getting feedback from various people 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. This is a nudge to every finance professional. but getting feedback from various people is crucial.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

FEBRUARY 24, 2021

Continually identify opportunities to improve the customer experience by providing a feedback loop to the Product team. Also, collaborate closely with Product and Development to refine customer strategy through product positioning and investment to deliver on a customer feedback loop.

Customer advocacy 10

Customer advocacy Finance Upselling Accountability 10

SmartKarrot

JUNE 18, 2021

Establish upsell and cross-sell playbooks to expand Canary footprint within the customer base. Identify ways to improve services and feedback product suggestions internally. Liaise between customers and Alert Logic Operations, Product, Sales, Accounting, and Finance to resolve customer needs and concerns.

Strategic Value 10

Strategic Value Finance Best practices Upselling 10