Solvvy

JUNE 17, 2021

Automation and personalization also serve an important role in retention, sales enablement, and upsell opportunities. Armed with this information, Solvvy’s Workflow API pulls customer information from your backend to then personalize support answers or steps.

Personalization 71

Personalization Customer Experience Chatbots Upselling 71

Amity

SEPTEMBER 25, 2017

I started early on in a blue-collar, manufacturing background doing account management and account services. I then lived in Mexico for a year and did some account management there, which I continued to do when I returned to Michigan. We regularly look at CSAT, NPS, retention, upsells, health score, and churn.

B2C 0

B2C SaaS B2B Accountability 0

Amity

FEBRUARY 11, 2018

For instance, they knew it took 20 seconds to integrate a Twitter account. Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling.

Upselling 76

Upselling APIs SaaS Self service 76

Cincom

MARCH 20, 2025

Businesses selling industrial equipment , software packages, or custom-built machinery must account for multiple variablescomponent compatibility, regulatory compliance, and customer-specific requirements. Select a solution that supports API-based integration with your existing eCommerce platform (e.g.,

B2B 40

B2B Sales CRM Finance 40

JustCall

JANUARY 23, 2024

It consolidates all incoming messages from your business accounts into a single interface. It can show chats, emails, DMs, and even comments from the linked social accounts. The WhatsApp Shared Inbox is not a single entity but an expansion of WhatsApp Business API’s capabilities. Does Your Business Need a WhatsApp Shared Inbox?

Upselling 52

Upselling APIs Accountability Analytics 52

Cincom

MAY 8, 2024

Lack of Renewal/Upsell Opportunities: Limited visibility into customer purchase history and usage makes identifying renewal and upsell opportunities extremely difficult. Integration with Existing Systems: APIs facilitate data sharing between CPQ and other core platforms like CRM, ERP, accounting, e-commerce, and more.

Enterprise 52

Enterprise Sales CRM Upselling 52

ChurnZero

OCTOBER 30, 2020

One of the big challenges we see is that the initial users are happy but six months later some person comes on the account. Abel says G2 now has around a dozen leading private investors and hedge funds consuming G2 stat data by API to identify companies for investments.

SaaS 93

SaaS Chief Customer Officer Sales Metrics 93

JivoChat

JULY 4, 2021

There are Shopify plugins to increase upsells , provide better customer service, sell more products, and even make it easier for people to return items. Customers can print return labels from their account and use store credit to make another purchase before shipping the item back. There are perks for vendors, too. 14-day free trial.

Sales 52

Sales Upselling APIs Analytics 52

ChurnZero

MARCH 18, 2022

But I don’t want to disincentivize my best CSMs from taking the hardest accounts. If you tell me that we have this awesome land-and-expand model, we go in with a really low price, and then we have a dedicated expansion team that does these upsells, and I say, “Wow, what an amazing story. They got lucky. What’s your NRR?”

SaaS 98

SaaS Metrics Surveys Enterprise 98

Cincom

JANUARY 30, 2025

In the account confirmation email, you send her the requested quote and invite her to download the mobile app for interactive conversation and guidance, but she doesnt do so; however, she reads the quote you sent. Key Benefits: Allows customers history and account information to be retrieved in a shorter duration.

Personalization 40

Personalization CRM Analytics Chatbots 40

JivoChat

JULY 28, 2021

Upselling/cross-selling. Cross-selling and upselling. Webhooks API. Webhooks API. $19/user/month, JavaScript API. JavaScript API. These are some of the features that many live chat apps offer: Behavior-based chat triggers. Transfer chats between agents. Multilingual chat. Co-browsing. Canned responses.

Sales 52

Sales APIs Chatbots Upselling 52

CustomerSuccessBox

APRIL 3, 2022

Find your access credentials and API key information below. An API key is available under xxxxxxxxxxxxxxxxx Technical Resources Also find the resources for your tech team, if they wish to review. Use the following template to remind your customers about the overdue invoice in their account. Hi First Name Yuppi!!

APIs 52

APIs Accountability SaaS Marketing 52

CustomerSuccessBox

JULY 29, 2020

CS teams should maintain consistency with the metrics (like retention, upsell, NPS) but the targets should be discussed to make them achievable in these times. Puneet suggested that no CS team runs on a single KPI but rather a set of KPIs like logo retention, MRR Retention, Upsell etc. How should we talk about upsells and renewals now?

Upselling 52

Upselling Metrics SaaS APIs 52

Amity

JANUARY 9, 2017

For instance, they knew it took 20 seconds to integrate a Twitter account. Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling.

Upselling 54

Upselling APIs SaaS Self service 54

Jon Arnold

JANUARY 21, 2019

By nature, cloud is a business of scale, and the upsell opportunities are far greater as the size of end customer gets larger. This segment alone accounts for some 67 million employees, and that represents 53% of the total U.S. It’s easy to understand why the only way to go is up for providers in the hosted UC space. Of those 126.8

voip 67

voip Marketing Upselling APIs 67

Amity

SEPTEMBER 25, 2017

I started early on in a blue-collar, manufacturing background doing account management and account services. I then lived in Mexico for a year and did some account management there, which I continued to do when I returned to Michigan. We regularly look at CSAT, NPS, retention, upsells, health score, and churn.

B2C 60

B2C SaaS B2B Accountability 60

aircall

APRIL 12, 2021

It’s also a great tool for cross-selling and upselling. A CRM enables you to manage hundreds – or even thousands – of customer accounts with speed and ease. . It promotes brand loyalty and retention. A CRM helps to reduce churn, and long-time customers will have a positive impact on your revenue. . The Benefits of a CRM.

CRM 71

CRM Customer Experience Call Logging voip 71

JivoChat

JULY 29, 2021

With API for both the server side and client side, developers can create custom chatbots. Upselling functionality. Users must create a Twilio account to use Botsify’s SMS feature. Webhooks API. Multiple APis. Source: JivoChat. Key chatbot features: 14+ CMS platform integrations. AI chatbot-to-live agent transfer.

Chatbots 52

Chatbots Sales APIs Enterprise 52

CustomerSuccessBox

NOVEMBER 2, 2021

This is also the preferred method for high-priority accounts. Complete Account Information : Customer company name, the industry they are in, product-market fit, company size, and contract information. But with how tricky the danger zone is, you will find CSMs grasping at straws during account handovers.

Sales 52

Sales Upselling Engineering Customer retention 52

Balto

JANUARY 14, 2025

Revenue Growth Analytics directly impacts revenue and sales performance through targeted strategies: Upselling and Cross-Selling : Insights into purchase history help agents recommend relevant products or services. API Strategies: Use API integration to connect disparate systems, ensuring smooth data flow.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

Cincom

MAY 8, 2024

Flexibility: The open architecture with comprehensive APIs makes incorporating new data sources simple, distributing across channels and adding integrations as needed. For IT Users Simple Integration: Seamlessly connects with core systems like CRM, ERP, and databases to feed real-time data into communication templates for accuracy.

Best practices 52

Best practices Metrics Education CRM 52

Lumoa

MARCH 12, 2023

Real-time insights into customer preferences and trends makes it easier to identify opportunities for cross-selling, upselling, and personalized promotions. If integrations aren’t available or you can’t connect to the right systems via API, a specific CX platform might not be ideal for you. Streamlined customer journey mapping.

Customer Experience 78

Customer Experience Journey mapping Analytics Consulting 78

SmartAction

JUNE 9, 2023

Integration with Third-Party Services : To provide enhanced functionality, conversational AI systems often integrate with external services and APIs. These guidelines should take into account cultural sensitivities, legal requirements, and societal norms. Determining the appropriate response in such situations poses a challenge.

Virtual Agent 75

Virtual Agent Chatbots Self service Feedback 75

JivoChat

JUNE 15, 2021

With Shopify’s upsell and cross-selling apps , you don’t need a live customer service rep to boost your sales. The top apps in this category can help you display relevant products for returning customers and help you upsell to new customers. Used for: Post-purchase upsells. Customize subscriptions with ReCharge’s powerful APIs.

Upselling 52

Upselling Analytics Sales Marketing 52

Pointillist

JULY 25, 2018

What are the quantitative business goals that will influence the journey analytics project e.g., churn, retention, acquisition, cross-sell, upsell, purchase, rate of renewal etc.? Pointillist can handle data in all forms, whether it is in tables, excel files, server logs, or 3rd party APIs. and delivers meaningful ROI.

Analytics 43

Analytics Metrics Government Journey mapping 43

CSM Magazine

APRIL 1, 2022

Demand planning can help businesses to identify opportunities for cross-selling and upselling, so that customers always have access to the products they need. Furthermore, it offers a variety of APIs that allow developers to build custom applications on top of the platform.

Customer Experience 52

Customer Experience Analytics Finance Upselling 52

Amity

JULY 28, 2014

If you don’t already know, find out what your company uses to capture account or contact information, billing data and support tickets. Chances are that metrics around churn reduction, upsells and cross-sells are already being discussed somewhere in the company. You don’t have a process. Number of users/access.

Journey mapping 48

Journey mapping Chief Customer Officer SaaS B2B 48

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

ChurnZero

MARCH 18, 2022

But I don’t want to disincentivize my best CSMs from taking the hardest accounts. If you tell me that we have this awesome land-and-expand model, we go in with a really low price, and then we have a dedicated expansion team that does these upsells, and I say, Wow, what an amazing story. They got lucky. What’s your NRR?

SaaS 52

SaaS Metrics Surveys Enterprise 52

JivoChat

FEBRUARY 24, 2021

Add upsells and cross-sells at checkout. In Shopify, you can show upsells and cross-sells on a popup when a customer adds an item to their cart. Mandatory account creation. It also provides an omnichannel experience, as you can contact people through live website chat, phone, email, Facebook, WhatsApp , or Apple Business Chat.

Sales 59

Sales Advertising Marketing Upselling 59

JustCall

APRIL 5, 2023

As a part of this process, the customer success manager: Organizes welcome emails Sets up their account Resolves queries, etc. This allows more opportunities for your team to upsell and cross-sell to customers. Customer Onboarding The process of customer onboarding is carried out to make new users comfortable with the product.

Management 52

Management CRM Customer retention Self service 52

CustomerSuccessBox

JULY 8, 2020

Extending certain limits like APIs. Temporarily pause billing instead of losing the account. If the additional product/feature is actually beneficial for the customers, it may act as an upsell or a cross sell once the situation becomes normal. Temporarily pause billing instead of losing the account. Consulting.

Customer retention 40

Customer retention SaaS Consulting Consulting 40

CustomerSuccessBox

FEBRUARY 28, 2022

Because a net retention rate above 100% means you are excelling in receiving repeat purchases, upsells, cross-sells, and expansions. It shows that any acorn can turn out to be a larger account as it started from an acorn. Which is the key customer retention metrics to track?- Gross Retention Rate or the Net Retention Rate?

SaaS 52

SaaS Best practices Enterprise Customer retention 52

SmartKarrot

FEBRUARY 9, 2022

Apply here: [link] Role: Senior Customer Success Manager Location: London, England, United Kingdom (Hybrid) Organization: Zeelo As a Senior Customer Success Manager, you will build account strategy, working closely with other cross-functional teams in development and execution.

Enterprise 3

Enterprise Customer retention Upselling APIs 3

Enghouse Interactive

JULY 10, 2018

Making significant changes to an account. The goal is to not have members repeating themselves every time they interact with your company.Not only does the 360 degree view allow for easier service but it also allows you to anticipate members needs, and then upsell. Inquiring about fraud or unfamiliar charges. #3.

Self service 40

Self service CRM Contact Center Analytics 40

JustCall

MARCH 9, 2023

With CI technology, you can rest assured that all (100%) customer interactions are accounted for and recorded, leaving no room for error. Conversational AI enables the system to perform end-to-end actions through Application Programming Interfaces (API). It can save you a great deal of labor and time.

Coaching 52

Coaching Sales Chatbots Analytics 52

JivoChat

APRIL 13, 2021

Upsell or cross-sell customers on your offers. You can also create variations to account for different nuances in customers’ questions. You can even build custom automated support solutions with an API. Lower cart abandonment rates. Boost on-page time and reduce bounce rate. Offer lead magnets to first-time site visitors.

Customer Service 40

Customer Service Chatbots Self service Abandon rate 40