Totango

FEBRUARY 28, 2020

For example, a customer that shows a steady addition of license seats over a relatively short time may be ready for an upsell or cross-sell. For 1:many opportunities, you’ll want to communicate through training events, workshops, webinars, community groups, and so on. That’s for 1:1 touchpoints.

Customer centricity 93

Customer centricity Metrics Upselling Enterprise 93

ChurnZero

SEPTEMBER 8, 2021

SaaStr Annual is comprised of 100s of workshops, and 1000s of mentoring sessions – all to help you scale faster. 6 Tips to Learn Hw to Upsell and Cross-Sell – Discover how to expand your customer accounts with integrity. . SaaStr Annual 2021 – September 27-29, 2021 San Mateo, CA.

Personalization 52

Personalization SaaS Upselling B2B 52

SmartKarrot

APRIL 4, 2023

Develop procedures and systems in conjunction with important partners to: Monitor and evaluate upsell, cross-sell, and renewal leading indications. Establish and maintain a top account funnel for prospective upsell and cross-sell opportunities. Obtain renewal and upsell goals and promote their widespread implementation.

Upselling 19

Upselling Accountability Metrics Consulting 19

CSM Practice

SEPTEMBER 15, 2019

For a service company, the operations could be focusing more on renewals and upsells, keeping the communication lines open and responsive, enlightening the client about new solutions you can offer, or checking up on dormant accounts that are likely to churn. 3) Workshops. 4) Customer Experience Evaluation.

Accountability 45

Accountability Consulting Consulting Upselling 45

SmartKarrot

OCTOBER 5, 2023

Account mining, or the practice of deepening relationships with existing customers to upsell or cross-sell, is the gold standard for sustained business growth. A detailed client profile can help spot upsell or cross-sell opportunities. Spotting these gaps can lead to upsell opportunities. Dive deeper into the dynamic duo here.

Accountability 10

Accountability Upselling Journey mapping Feedback 10

SmartKarrot

APRIL 4, 2023

Develop procedures and systems in conjunction with important partners to: Monitor and evaluate upsell, cross-sell, and renewal leading indications. Establish and maintain a top account funnel for prospective upsell and cross-sell opportunities. Obtain renewal and upsell goals and promote their widespread implementation.

Upselling 15

Upselling Accountability Metrics Consulting 15

CSM Magazine

MARCH 3, 2020

Whenever multiple support tickets from customers are submitted simultaneously, all touching on a similar aspect of the software, such teams can take it as an alert for a workshop or training session. The customer success software also allows sales teams to track their prospects, those they can upsell to, and the at-risk customers.

Finance 52

Finance Upselling Sales Feedback 52

ClientSuccess

JUNE 11, 2019

Renewal & Upsell Specialist – Role requires having upsell and retention revenue quotas. May be required to deliver training sessions and workshops. Do you want to negotiate large contract renewals, be a trusted advisor, or be a customer support representative? I’ll explore each of these roles below.

Upselling 40

Upselling Coaching Customer retention Metrics 40

SmartKarrot

JUNE 14, 2023

Role: Customer Success Manager Location: San Francisco, CA, United States (Remote) Organization: Beyond As a Customer Success Manager, you’ll be securing possibilities for new product upsells, existing product upgrades, and yearly subscription renewals. If necessary, do follow-up or refresher training.

APIs 19

APIs Construction Upselling Accountability 19

SmartKarrot

OCTOBER 7, 2021

Identify cross-sell and upsell opportunities in order to maximize revenue from existing customers. Motivate your team to create opportunities to upsell value-added services. Collaborate with Sales to identify and develop upsell and cross-sell opportunities. Conduct training/on boarding workshops for new and growing customers.

Upselling 19

Upselling Customer advocacy Enterprise Coaching 19

CSM Magazine

JULY 17, 2017

Not only does it help you in conflict resolution, sound knowledge of your product or service can increase upselling and cross selling rates. Treat training workshops as mastermind sessions. Knowledge is power, especially when it comes to customer service. Your customer will pick up on whether you know your stuff or not right away.

Customer Service 77

Customer Service Upselling Engineering Personalization 77

SmartKarrot

OCTOBER 18, 2021

Role: VP Customer Success Location: Irvine, CA, US (Hybrid) Organization: IntelligenceBank As a VP of Customer Success, you will achieve business targets for upsell, product usage and engagement, retention ARR and churn prevention for the North American region. Minimizing churn and creating upsell opportunities. Apply here: [link].

Upselling 19

Upselling Education Accountability Metrics 19

Education Services Group

JULY 5, 2022

The concern I’ve often heard is whether or not someone can be a trusted advisor and expected to upsell the customer at the same time. During the workshop focusing on a Growth Mindset for Customer Success, led an exercise around key aspects of a successful work culture: Learning, Feedback, Innovation, and Safety.

SaaS 52

SaaS Customer centricity Best practices Upselling 52

ChurnZero

OCTOBER 20, 2020

The types of services can be one time (for e.g. implementation, training, workshop) or can be ongoing (for e.g. ongoing training program, technical support services). I wanted to share some tips on successfully transitioning from a services-based organization to a core Customer Success offering, with services as an upsell opportunity.

Journey mapping 52

Journey mapping Calibration Upselling Technical Support 52

ShepHyken

SEPTEMBER 7, 2023

Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Provide them with checklists, guides, and best practices. Regularly update training materials based on customer feedback.

Customer centricity 334

Customer centricity B2C Feedback Upselling 334

SmartKarrot

DECEMBER 9, 2021

Cross Sell/Upsell other Vonage products and services. Product expertise through delivery of training and planning workshops for clients. Manage customer interactions in a manner that establishes credibility and trust as a business advisor to a specified portfolio of accounts.

Engineering 19

Engineering Finance Accountability Government 19

SmartKarrot

MARCH 30, 2022

Contribute to the overall success of customers, including upselling, onboarding, configuration, product adoption, retention, and growth.

Upselling 19

Upselling Customer centricity SaaS Accountability 19

SmartKarrot

SEPTEMBER 16, 2021

Identifying upsell opportunities to expand licensing and product adoption. Conduct training/onboarding workshops for new and growing customers. Provide customer product training while highlighting new features and use-cases based on the customer’s business needs. Co-ordinating implementation and Support hand-over for customers.

Education 19

Education Upselling Feedback Accountability 19

SmartKarrot

JANUARY 11, 2021

Apply here: [link] Role: Senior Customer Success Manager Location: Toronto, ON, Canada Organization: Sinch As a Customer Success Manager, you will develop a strategic business plan for identifying new business opportunities with existing clients – seeking upsell opportunities.

Upselling 10

Upselling Benchmark Customer centricity Education 10

SmartKarrot

MARCH 2, 2022

Find free trial alternatives — Offer free workshops or consulting services to potential clients so they may get a sense of what it’s like to be your client. #3 You might also like: Easy SaaS Upsell Techniques that Every Customer Success Manager Needs to Know – For SaaS upsell, follow these extensively researched and proven techniques.

SaaS 12

SaaS Marketing Upselling Engineering 12

SmartKarrot

MARCH 18, 2021

Develop and execute strategies with leader on creating pipeline, qualifying opportunities and closing upsell opportunities. Ensure customer adoption, satisfaction and expansion of Digideck platform use. Ability to handle challenging client requests, manage expectations and requirements.

Upselling 10

Upselling Accountability Best practices Management 10

SmartKarrot

MARCH 15, 2021

Identifying upselling opportunities and being responsible for account growth. Establishing a trusted strategic advisor relationship with each customer, especially at VP and C-levels. Use UserGems to measure customer adoption and ROI for customers.

Upselling 10

Upselling SaaS Accountability Engineering 10

SmartKarrot

JULY 30, 2021

Work with Sales to manage the renewal process and identify upsell and cross-sell opportunities. Constantly strive to expand your clients’ product usage through thoughtful onboarding and ongoing training and workshops. Partner with the Engineering team on identification and tracking of enhancements requests and bugs.

Engineering 10

Engineering Best practices Customer retention Government 10

SmartKarrot

JULY 2, 2021

Conduct group refresher workshops and webinars. Drive sales strategies for upsell to clients. Develop proposals, training material, bespoke tutorials, and customized demo accounts, to support pilots, help close deals, and ensure long-term success for each customer.

Call Logging 10

Call Logging Upselling Accountability Employee engagement 10

SmartKarrot

MAY 28, 2021

For a service company, the focus is on being open and true with customers, renewals, upsells, keeping communication safe, and looking out for churn. Once that is known, offer workshops that engage them on your service. Customer success strategies are now made compulsory for improving the customer relationships.

SaaS 10

SaaS Education Customer retention Upselling 10

SmartKarrot

JULY 23, 2021

Identify and close upsell opportunities with existing customers. Conduct training/onboarding workshops for new and growing customers. Serve as the customer advocate to ensure product feedback is passed to the product and engineering teams. Co-ordinating implementation and Support hand-over for customers.

Engineering 10

Engineering Enterprise Upselling Metrics 10

SmartKarrot

SEPTEMBER 17, 2020

One way to boost up the sales and customer success relationship is by putting up collaborative workshops. This is will eventually drive the customer success team with upsells and cross-sells too. It is possible to identify opportunities for upselling, by maintaining regular plans between the two teams. Create a success plan.

Sales 10

Sales Upselling Feedback SaaS 10

SmartKarrot

SEPTEMBER 10, 2020

Especially when they are dealing with upselling and renewals. They organize workshops and training modules for employees to ingrain the customer-centric values in them. These revenues can be in the form of: Renewals of the subscription Account expansion through upselling or cross-selling. Other times they report to a sales head.

Chief Customer Officer 10

Chief Customer Officer Customer centricity SaaS Upselling 10

Lumoa

JANUARY 31, 2023

Organize workshops, coaching, and training within the company. Upsell to the promoters and introduce new/additional services and products. Report results as a part of regular management reporting rhythm. Customer experience management is a consistent process. Learn from each other. Empower the whole organization to make improvements.

Customer Experience 176

Customer Experience Customer centricity Metrics Feedback 176

SmartKarrot

MARCH 16, 2022

Contributing to revenue growth by upselling/uplifting client contracts. Conduct training/onboarding workshops for new and growing customers. Providing support and assistance throughout the contract lifetime. Identifying further use cases to increase value and liaise regularly to develop strategies.

Upselling 3

Upselling Engineering Enterprise Management 3

SmartKarrot

SEPTEMBER 29, 2021

Proactively analyze customer product usage and provide strategic advice to the customer around how they can better engage their customers with Braze through ad-hoc communications, training, workshops, Quarterly Check-Ins, and Executive Business Reviews. Work to customer renewal, adoption, and advocacy targets.

Enterprise 3

Enterprise Upselling Accountability Coaching 3

ClearAction

NOVEMBER 16, 2023

While the data was very fresh, we went on a global road trip to conduct cross-functional action planning workshops. This allowed CX insights (the workshop findings) to be top-of-mind among managers in every business unit and support function as they embarked on their strategic plans.

B2B 62

B2B Feedback B2C Enterprise 62

SharpenCX

MAY 16, 2022

And it’s also great for creating opportunities to upsell and cross-sell your products and services. Schedule 1:1s and host workshops every month to keep skills fresh or implement new training programs. A good customer relationship management (CRM) system goes a long way to monitoring interactions between your agents and customers.

Contact Center 67

Contact Center Scripts Call Center call center software 67

Lumoa

FEBRUARY 20, 2018

Organise workshops, coaching and training within the company. Upsell to the promoters and introduce new/additional services and products. Report results as a part of regular management reporting rhythm. Customer experience management is a consistent process. Learn from each other. Empower the whole organization to make improvements.

Customer Experience 150

Customer Experience Customer centricity Feedback Metrics 150

Robert Davis

MARCH 2, 2017

RCDA’s focus is client-dependent and ranges from improving acquisition rates, improving customer retention and improving VOC and NPS to upselling and cross-selling products and services. With workshops alone, the adoption rate of material was 10%. Workshops plus demo practice and feedback, the adoption rate of material was 20%.

Call flow 48

Call flow Coaching Telecommunications Customer retention 48

REVE Chat Blog

NOVEMBER 21, 2019

Enhanced ability to upsell with relevant deals and offers – The sales agents can offer information about the current sale going on, or a discount coupon available for the product they are interested to purchase. It will open the door for upselling. Instead, keep the webinar informative with tutorials, training, or workshops. #9.

Best practices 77

Best practices B2B Sales Chatbots 77

SmartKarrot

MARCH 4, 2021

Experience in customer onboarding, support, implementation, and more Proven complex problem-solving capabilities Good at facilitating meetings and virtual workshops Simple and effective communication skills Project management experience is a must. The necessary set of skills include-. Bottom Line.

Education 19

Education Best practices Accountability Upselling 19