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Instead of simply giving someone a free or trial account and hoping they figure it out; show them how it works. When a complaint is handled poorly, customers feel undervalued, are inclined to voice their frustrations on social media and will go elsewhere. 5: An upsell opportunity or retention call. . #1: Product demos.
Customer complaints will happen at some point, and both rules-based chatbots and AI chatbots can be equipped to handle them. After the leads are qualified by the chatbot, a customer service agent or account executive can follow up. Upsell and cross-sell. Conduct surveys. Source: Jenny.
Lead, develop, and grow teams of high-performing Partnership Account Managers, Strategic Account Managers, and Customer Success Managers. Understand white space and work to identify and/or develop upsell opportunities. Manage account escalations. Work with partner account managers for renewals and expansion licence sales.
We notice there is decent overlap with account management, sales and customer support. There are several touch points for this experience ranging from calls for sales, feedback, complaintsresolution, visit of a sales representative, technician, etc. How does the CSM role overlaps with other roles/ functions.
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