Totango

MARCH 24, 2020

The most effective way to follow this progress is to break down the journey into modular B2B customer lifecycle stages. The resulting subscription and SaaS supplier models spread customer lifetime value across repeated cycles of renewal and upsell and give customers the power to walk away if they’re not satisfied.

B2B 59

B2B Management Upselling SaaS 59

ProProfs Blog

AUGUST 14, 2020

But the moment you reach the checkout page, you realize that you don’t have an account and are requested to sign up now. To know what your prospective buyers really think, you need a tool that helps you capture their feedback efficiently. Sign Me Up for Free ProProfs Live Chat Account! You get access to user browsing patterns.

B2B 174

B2B Analytics Education Feedback 174

TeamSupport

MARCH 3, 2021

The second way is to use B2B customer support tools to proactively strengthen your customer relationships and reduce churn. Proactive customer engagement accounts for more than a quarter (28%) of Support interactions and grew by 14% from 2019 to 2020. The first way to do so is to ensure product adoption and use.

B2B 98

B2B Upselling Customer retention Customer Support 98

Ann Michaels and Associates

SEPTEMBER 24, 2019

B2B Mystery Shopping To Improve Your Business. Business-to-business (B2B) mystery shopping works in the same manner, with the one exception being that customers, or mystery shoppers, will pose as companies or customers calling to inquire about your services and products. Evaluate the Call Process. Is the form easy to fill out?

B2B 49

B2B Inbound sales Upselling B2C 49

CustomerSuccessBox

JUNE 5, 2019

TL;DR A single customer health score is not ideal for a B2B SaaS business. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. The best practices for configuring a health score include. Validate specific outcomes.

Best practices 89

Best practices SaaS Accountability B2B 89

CustomerSuccessBox

DECEMBER 13, 2018

Upselling strategies can improve your upsell rate drastically, leading to the financial growth of the company. However, we need to start with the basics before we can learn about upselling strategies. What does Upsell exactly mean? Depending on your product, you may provide better features, more accounts, etc.

Upselling 40

Upselling SaaS Feedback B2B 40

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Customer satisfaction and feedback surveys. Upsell purchases. Elicit frequent feedback. Social media posts.

SaaS 113

SaaS Journey mapping B2B Upselling 113

Quality Contact Solutions

JANUARY 27, 2022

This is one of the more common techniques to increase the overall value of an account. These accounts already have the main product or service, and the cross-sell is an add-on item that will increase the total amount of the account. Increase Sales by Upselling. Let’s talk about cross-selling.

Sales 98

Sales Upselling B2C Best practices 98

Totango

APRIL 8, 2020

It is the reason your customers sought your solution, and it is the basis of a mutually beneficial B2B partnership. . With services and products now readily available online through Cloud computing, customers are choosing low-risk, on-demand solutions that spread the value of an agreement across a recurring cycle of renewal and upsell.

Customer Experience 106

Customer Experience Enterprise Education Accountability 106

Lumoa

MARCH 20, 2018

Long-term actions are based on the analytics results of the customer feedback. Later, communicate the changes and improvements you’ve done based on customer feedback back to your customers. Acting on customer feedback doesn’t mean doing one thing. upselling to the most loyal customers) Process changes (e.g.

Customer Experience 107

Customer Experience B2C Journey mapping B2B 107

CSM Practice

DECEMBER 8, 2019

Revealing opportunities for cross-sells and upsells. Step 2: Map the Top 10 Reasons with Accounts. Each CSM identifies at-risk accounts for each of the top ten reasons. One customer account may be associated with multiple churn reasons, and input from each CSM is collated into a single spreadsheet. Related Links.

SaaS 88

SaaS Customer retention Accountability Feedback 88

Totango

JUNE 24, 2022

At the same time, the distinctive nature of SaaS offers unique advantages for customer success management, including the ability to engage customers digitally, the technological means to automate successful results, and opportunities to leverage customer feedback. Expansion of product usage through upgrade, upsell and cross-sell offers.

Best practices 109

Best practices SaaS Journey mapping B2C 109

Ann Michaels and Associates

JUNE 11, 2018

B2B Mystery Shopping To Improve Your Business. Business-to-business (B2B) mystery shopping works in the same manner, with the one exception being that customers, or mystery shoppers, will pose as companies or customers calling to inquire about your services and products. Use the web contact form to inquire about products or services.

B2B 40

B2B Inbound sales Upselling B2C 40

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. How is your team structured, why, and how has that structure evolved over time?

B2C 0

B2C SaaS B2B Accountability 0

ChurnZero

AUGUST 27, 2021

Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. Customer Success Managers (CSMs) are responsible for collecting and analyzing customer feedback, managing customer communications, and setting up self-service resources. The average CSM has between 16 and 200 active accounts at a time.

Metrics 98

Metrics Upselling B2B Accountability 98

Totango

FEBRUARY 12, 2025

Why customer health is vital for enterprise growth Enterprise B2B organizations often face a daunting challenge how to maintain strong relationships when managing thousands of customers across multiple verticals, regions, and use cases. The enterprise solution Large customer accounts often have layered needs.

Enterprise 62

Enterprise Metrics Accountability Construction 62

CustomerSuccessBox

SEPTEMBER 7, 2021

Pro Tip: Designing a Customer Onboarding Framework for B2B SaaS. #2 The reality is most traditional rule engines use only 1% of data to set up rules as with hundreds of data points, it is impossible for the human mind to comprehend, analyze, correlate and configure rules for Account health and alerts with accurate thresholds.

Journey mapping 96

Journey mapping Engineering SaaS Upselling 96

CustomerSuccessBox

DECEMBER 28, 2021

B2B customer segmentation best practices. If your customer success team is too distributed or you abandon your micromanagement account, you will run out of resources. Members of the customer success team need to be able to visually understand the status of all accounts under their control as part of their normal morning routine.

B2B 52

B2B SaaS Best practices Accountability 52

Totango

MAY 10, 2022

Regular usage of accounts and product features. Trials of upsell products. In the context of B2B SaaS products geared toward enterprise users, the customer engagement strategy seeks to promote adoption by product users, executives, and stakeholders. Adoption of advanced product features. Renewal of subscriptions.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81

ClientSuccess

DECEMBER 21, 2021

If your company is B2B, this could be interpreted as average revenue per logo. Customer lifetime value: measuring the total lifetime contract value of a customer, including upsells, renewals, and expansions, is what keeps the value of your business trending upward over time.

Metrics 100

Metrics Upselling B2B SaaS 100

Lumoa

JANUARY 23, 2018

If you work in a big company with large number of customers (or users), you most probably receive a lot of feedback: people write about their experiences, complain about the things that do not work and tell about the things they love. Most companies collect feedback in some specific format, such as Net Promoter Score. And we mean it.

Analytics 114

Analytics Feedback Metrics Customer Experience 114

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Everyone started looking at the dollars and focusing on these upsells.

Upselling 98

Upselling Metrics SaaS Sales 98

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Everyone started looking at the dollars and focusing on these upsells.

Upselling 97

Upselling Metrics SaaS Sales 97

Totango

APRIL 2, 2021

Since 2016, the TrustRadius Top Rated Awards have become the industry standard for unbiased recognition of B2B technology products. Based entirely on customer feedback, they have never been influenced by analyst opinion or status as a TrustRadius customer. What Our Customers are Saying.

industry standards 63

industry standards Upselling B2B Enterprise 63

ClientSuccess

FEBRUARY 8, 2023

If your company is B2B, this could be interpreted as average revenue per logo. Customer lifetime value : measuring the total lifetime contract value of a customer, including upsells, renewals, and expansions, is what keeps the value of your business trending upward over time.

Metrics 75

Metrics Upselling B2B SaaS 75

ChurnZero

MARCH 22, 2019

To better understand the impact, we had Rob Belcher, Managing Director at SaaS Capital share benchmarking data from their eighth annual survey of private B2B SaaS companies. So, the initial sale is very small, and all the sale is upsell. When you are doing net dollar retention you can include cross-sells, upsells, and price increases.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

CustomerSuccessBox

JANUARY 8, 2020

As more and more B2B SaaS companies start building their customer success division and being customer success focussed, customer success has expanded to become large and complex like other departments. Predictable Upsells. An upsell playbook will help better upsell to the customers. CS Dashboard for the CEO.

Upselling 52

Upselling SaaS B2B Metrics 52

ClearAction

NOVEMBER 16, 2023

Voice of Customer Maturity: Ultimate Guide Lynn Hunsaker Voice of customer maturity is not about scores, real-time feedback, response rates, listening posts, benchmarks, or comparisons of B2B versus B2C trends. Accepting all feedback requests would certainly require significant precious time. So, what does it mean?

B2B 62

B2B Feedback B2C Enterprise 62

CustomerSuccessBox

JULY 2, 2020

The first is obviously the customer onboarding meetings which are essential to retaining any B2B SaaS customer. Plus an opportunity to present the future planning to get a customer’s feedback and sow the seeds for renewal and / or upsell. Suggested read: Designing a customer onboarding framework for B2B SaaS.

SaaS 52

SaaS Upselling B2B Feedback 52

CustomerSuccessBox

JUNE 20, 2022

A customer succes software is specialized software that takes the customer data from your existing tech stack to provide you with a 360-degree view of your customers and their account health. Detect and Act on Upsell & Cross-sell Opportunities. Automate mundane tasks for Maximum Efficiency. Improve user onboarding.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

Lumoa

MARCH 20, 2018

Long-term actions are based on the analytics results of the customer feedback. Later, communicate the changes and improvements you’ve done based on customer feedback back to your customers. Acting on customer feedback doesn’t mean doing one thing. upselling to the most loyal customers) Process changes (e.g.

Customer Experience 60

Customer Experience Journey mapping B2C B2B 60

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. How is your team structured, why, and how has that structure evolved over time?

B2C 60

B2C SaaS B2B Accountability 60

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Key Account Manager: A key account manager is an entry level to mid level sales job. One of the main objectives of a key account manager is to develop trust relationships with clients so they don’t end up turning to competition. 5+ years of experience in sales.

Sales 52

Sales B2C B2B call center software 52

CustomerSuccessBox

MARCH 10, 2022

Automation provides you the sixth instinct and an additional hand to create more productive engagements across all your accounts. In this day and age, all B2B SaaS firms want to optimize Automation to scale Customer Success in their organizations. Alerts for new accounts. Let’s see how automation can scale customer success.

SaaS 52

SaaS Upselling Education Accountability 52

Amity

MAY 22, 2016

Customer success is an exciting and game-changing opportunity, and a prerequisite for the majority of B2B SaaS companies, but are you ready for it? If you don’t already know, find out what your company uses to capture account or contact information, billing data and support tickets. Improve customer satisfaction – (33%).

Journey mapping 57

Journey mapping Chief Customer Officer B2B SaaS 57

Amity

MARCH 15, 2018

In other words, what roles do Support Managers, Customer Success Managers, and Account Managers play in retaining the customers of the company? Account Managers on the other hand focus on upsells, the contractual details of a customer’s experience, and their journey. They should set their goals based on these key terms.

Management 69

Management Metrics Accountability Surveys 69

ChurnZero

JULY 19, 2019

Between responsibilities like onboarding, advocacy, upsells and renewals, Customer Success Managers (CSMs) have cemented themselves as drivers of corporate growth. . My organization’s product team has made some really big (and lots of really small) changes to our processes (and product, of course) as a result of Customer feedback.

SaaS 56

SaaS B2B Sales Accountability 56