ClientSuccess

OCTOBER 2, 2019

An Account Manager (or AM for short) goes after existing customers with the goal of renewing, cross-selling, and upselling the company’s product. The role is present in many businesses, but its goals are based on sales quotas, rather than an intimate knowledge of the metrics tied to a customer’s position in the marketplace.

Accountability 47

Accountability Management Upselling SaaS 47

CustomerSuccessBox

NOVEMBER 2, 2021

A Customer Success Manager (CSM) job is to build relations with the customer strong enough that opportunities of upsell and retention organically present themselves. Meanwhile, Customer Success metrics are customer lifetime value, churn rate, retention/upsells. Learn about actionable metrics in SaaS.

Sales 52

Sales Engineering Upselling Customer retention 52

SmartKarrot

FEBRUARY 19, 2021

Upsell limitations: Calculate the bucket size of customers who qualify for upgrades or account expansion. Then calculate the number of actual upsells that have taken place in a specific duration, say a year. An ideal churn rate is considered to be 5% (annually, not monthly) for SaaS organizations.

Upselling 10

Upselling outsourcing Technical Support industry standards 10

SmartKarrot

MARCH 8, 2022

In celebration of International Women’s Day, we are honored to present our Top 50 Women Leaders in Customer Success to Follow list for 2022, celebrating 50 influential women leaders and their inspiring stories of strength and success. Her diverse yet unique skills include customer life cycle optimization from pre-sales. Anika Zubair.

Chief Customer Officer 21

Chief Customer Officer Coaching Customer centricity SaaS 21

CustomerSuccessBox

JUNE 12, 2021

Also, they are responsible to ensure that the customers renew their contracts, upsells, and cross-sells for the company, hence, ensuring consistent revenue for the company. Both of these are vital roles that a company, especially one in the Saas industry, cannot do without. Account management vs Customer Success (CS).

Accountability 52

Accountability Management SaaS Upselling 52

SmartKarrot

MARCH 14, 2022

Analyze client behavior in order to develop workflows to successfully address high-risk behavior as well as potential upsell behavior. Evaluate and potentially implement improvements to the escalation processes for customer support issues. Develop a deep understanding of the SaaS industry and the needs of our customers.

Customer advocacy 3

Customer advocacy Enterprise Technical Support Government 3

SmartKarrot

JUNE 5, 2020

Customer Success (CS) as a business function has seen enormous growth in the SaaS industry within the last decade. The UI must be easily comprehensible and should present well all the insights gleaned from the collected data. These individuals are the key players for guiding the customer through their renewal or upselling decisions.

Chief Customer Officer 10

Chief Customer Officer Technical Support Upselling SaaS 10