ChurnZero

JANUARY 25, 2024

Skillset 1: Sales acumen In 2024, driving revenue is a primary responsibility of CS. CS teams are increasingly involved in the entire customer journey, not only shaping the customer experience but directly influencing revenue outcomes through renewals, upsells, and cross-selling.

Education 52

Education Upselling Consulting Consulting 52

SmartKarrot

NOVEMBER 8, 2022

Support the Business of Law sales teams (both new business and account management) throughout the new client and renewal sales cycles. Work collaboratively with the sales teams (APJ/EMEA/NA) to ensure the success of Dayforce opportunities within the customer base. Apply here: [link].

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

ChurnZero

MARCH 12, 2021

Ideally, the sales rep who closes the deal introduces you (the CSM) to their buyer. You start having a conversation at or slightly before the point of sale. You keep that conversation strategic. Q: Should the sales team, onboarding team, or Customer Success Manager negotiate and upsell? We all have it.

Upselling 59

Upselling Personalization Sales Strategic Value 59

SmartKarrot

JUNE 18, 2021

Work directly with sales leadership to support customer expansion. Establish upsell and cross-sell playbooks to expand Canary footprint within the customer base. Effectively communicate customer learnings to the sales and product team to help direct the roadmap of the company. Work closely with their assigned sales teams.

Strategic Value 10

Strategic Value Finance Best practices Upselling 10

SmartKarrot

JUNE 16, 2020

. #1 Define Key or Strategic Accounts. Start by identifying customers who contribute a significant amount of revenue to your portfolio, or have significant growth potential, or have some other significant strategic value (live case study in specific vertical, huge brand logo etc.) 6 Soft Upsell & CrossSell.

Best practices 10

Best practices SaaS Accountability Management 10