ChurnZero

MARCH 24, 2025

Nearly 70% of CS teams at larger companies ($500 million or greater) have adopted CSPs, while teams at smaller companies tend to lean on support and CRM software. 1: You notice your CRM holding your team back. A CRM is a great tool for sales operations, but it falls short for customer success needs. Upsell opportunities.

Technology 52

Technology CRM Engineering Finance 52

Callminer

FEBRUARY 23, 2021

Also, agents with insight into how customers have interacted with sales teams have increased upsell and cross-selling opportunities.” And callout culture means brands are held publicly accountable for their decisions. “More and more, today’s consumers are factoring in larger ideals (e.g.,

Call Center 376

Call Center Technology Banking Contact Center 376

Integrity Solutions

MARCH 11, 2025

Taking into account all of the factors that impact sales performance is critical, because this will, in turn, affect what you measure, how you approach sales training, how your sales managers coach their reps and your overall processes and strategy. It also helps create relationships across the account, not just with a single rep.

Sales 52

Sales Metrics CRM Coaching 52

Totango

NOVEMBER 25, 2020

Number of Accounts. Accounts with Open High Priority Tickets. Account Coverage. Equipped with this knowledge, CS teams can create more opportunities for upsells/expansions, as well as reduce churn rates. . Why CRM Data Visualization is Not Enough. So what kind of insights can you get from Customer 360?

CRM 112

CRM Upselling Metrics Accountability 112

Kapta Customer Success

JANUARY 24, 2024

This puts account management teams under duress. This leaves account managers overloaded with more to do than is effectively possible. The result is often increased customer churn, diminished renewals, reduced upsells and cross-sells, and a drop in revenue.

Accountability 45

Accountability CRM Management Upselling 45

Totango

NOVEMBER 23, 2021

Your CRM Can’t Handle Your Workload Anymore. If you’re using your customer relationship management tool as a customer success platform instead of using a dedicated CS tool, you’ll eventually reach a point where your workload exceeds what your CRM can handle. CRM tools are great at what they’re designed for.

Upselling 98

Upselling CRM Revenue potential Feedback 98

aircall

APRIL 12, 2021

A CRM phone integration allows your business to provide a better customer experience by being able to have customer information appear when someone calls. No matter the size of your business, a CRM phone integration is an essential component of your sales and support operations. A CRM is affordable enough for startups.

CRM 71

CRM Customer Experience Call Logging voip 71

aircall

FEBRUARY 6, 2023

As a direct response to increased customer expectations and greater affordability of advanced digital technologies, co nversational CRM has grown in popularity. From improved UX to artificial intelligence and social messaging, conversational CRM promises advancements and outcomes in customer satisfaction. What Is Conversational CRM?

CRM 62

CRM Sales Chatbots Upselling 62

Totango

AUGUST 16, 2022

For instance, a customer relationship management (CRM) app may be used to segment customers at risk of churn and reach out to them, serving as a CRM customer retention tool. Identifying customers in the market for upsell offers and referral invitations. Customer retention in CRM apps can also support customer success management.

Customer retention 106

Customer retention Upselling CRM SaaS 106

TechSee

JUNE 16, 2022

At Miele, Eric is also accountable for the management of escalation departments, offline processes, e-care solutions, national call center consolidation, multi-product services, upselling / cross selling and re-defining the consumer experience. He also sits on the board of Directors for CSPN.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

CustomerSuccessBox

APRIL 27, 2022

Upselling is crucial for any B2B SaaS business. So, having B2B SaaS upselling strategies is vital for your business growth. If yes, then it might be time to set the ball rolling for an ‘Upsell’ conversation. Putting an upsell plan in place, knowing the strategies, etc. Why are B2B SaaS upselling strategies important?

Upselling 52

Upselling B2B SaaS Feedback 52

JustCall

FEBRUARY 28, 2020

Or, Are you looking for an Account Manager job description that can take you through your interview? Well, whether you yourself are going to take up the role of an Account Manager or you are looking out for hiring one. This blog post will give you a complete idea of an Account Manager job description.

Accountability 52

Accountability Management Finance Upselling 52

ChurnZero

MARCH 28, 2025

The account managers were doing heroic work, that one rep had developed her own system to track health with five different tools. If you only reward upsell, you get short-term thinking. A CRM might track the destinationbut only a CSP shows you the road conditions, detours, and opportunities along the way. Balance incentives.

CRM 52

CRM Sales Metrics Upselling 52

CustomerSuccessBox

APRIL 11, 2019

Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Sales delivers customer acquisition vs. Customer Success delivers product adoption + retention + upsell. The overlaps happen only when they communicate during handoffs and upsells. Level 1: CRM + Excel.

Upselling 80

Upselling SaaS CRM Customer advocacy 80

CSM Magazine

DECEMBER 19, 2020

One of the most revolutionary CRM software specifically for customer service is the Microsoft Dynamics 365 for Customer Service CRM. Automation is now the most significant part of the customer service industry globally, and Microsoft CRM has now enabled even small businesses to automate crucial tasks. Automation. Conclusion.

CRM 52

CRM Customer Service Upselling Analytics 52

Totango

JULY 5, 2022

Make the Most of Upsell Opportunities. Upsells are the result of the growth a customer has enjoyed because of your commitment to delivering lifetime value. By utilizing a customer success software, you will be able to have deeper insight into your customers’ businesses and recognize when upsell opportunities present themselves.

Upselling 104

Upselling Best practices Accountability CRM 104

Totango

JANUARY 29, 2019

Some enterprises turn to customer relationship management (CRM) systems to make it easier to juggle a large number of clients. But while CRMs certainly have their benefits, traditional customer relationship management features simply don’t include the necessary capabilities for nurturing long-term growth.

CRM 55

CRM Management Enterprise Upselling 55

Cincom

FEBRUARY 14, 2025

It demands a well-defined framework that integrates automation, pricing governance, and seamless CRM and ERP connectivityall of which are essential for driving predictable revenue and operational efficiency. Ensure pricing logic accounts for regional tax structures, regulatory compliance, and multi-currency support for global operations.

Best practices 40

Best practices Sales CRM Finance 40

CustomerSuccessBox

MARCH 14, 2022

While all of these activities could be performed using a Post-sales CRM. Let us look at the various ways in which a post-sales CRM could help make the process easier and better. Why does your SaaS business need a post-sales CRM? Benefits of having a post-sales CRM. Easy monitoring of a single account by multiple members.

CRM 52

CRM SaaS Sales Journey mapping 52

Cincom

FEBRUARY 21, 2025

CPQ training equips sales professionals with the skills to leverage advanced features such as guided selling, automated approvals, and seamless CRM/ERP integration. This results in lost revenue and missed opportunities to upsell or cross-sell. This results in faster deal closures, increased pricing accuracy, and higher win rates.

Sales 40

Sales Gamification Finance Best practices 40

Totango

MAY 7, 2024

By our math, that means nine out of 10 revenue-accountable leaders need a hand getting on the same page as their fellow go-to-market (GTM) counterparts. If CS doesn’t have commercial conversations with healthy customers, they’re not setting Sales up to re-enter the conversation and potentially upsell. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

ChurnZero

AUGUST 14, 2020

Customer Relationship Management (CRM) Software. What is a CRM? CRMs primarily function as a relationship information database. They focus on opportunity management – like the manual activities that typically exist within accounts. Track free-trial users for upsell opportunities to convert to paid users.

CRM 87

CRM Finance Upselling Accountability 87

CustomerSuccessBox

JUNE 5, 2019

A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. At each stage, you need some kind of a health score to evaluate the status of the account and decide how you would engage with the account to take it ahead in the journey.

Best practices 89

Best practices SaaS Accountability B2B 89

Totango

FEBRUARY 7, 2019

Automate renewals and upsells. From helpdesk tickets to survey responses and account management engagement, you can organize and access information on any customer or segment within an actionable amount of time. Automate Renewals and Upsells. This video on automated renewals and upsells demonstrates how to approach the issue.

Best practices 82

Best practices SaaS Customer retention Upselling 82

Totango

NOVEMBER 27, 2023

When customers achieve their goals, businesses will see more subscription renewals and expansion revenue from upsell and cross-sell opportunities. Those insights empower CS teams to proactively deliver maximum value to customers, reduce churn risks, uncover accounts with high and low engagement, and maximize growth through expansion revenue.

B2B 98

B2B CRM Enterprise Upselling 98

Totango

MARCH 29, 2022

Paired with HubSpot’s powerful CRM, Totango allows small-to-midsize companies across a range of industries to better manage customer communications. For Hannah Strickland, a customer success manager at Incident IQ , the use of Totango and HubSpot has been a game changer for her team’s understanding of their customer accounts.

Customer advocacy 101

Customer advocacy Upselling Accountability Sales 101

Hodusoft

AUGUST 9, 2021

The e-commerce sector has seen tremendous growth in the last few months on account of the Covid-19 pandemic. Some organizations were already online, whereas others caught up on account of peer pressure, but largely most businesses have an online presence now. HoduCC offers all major CRM software integrated.

Social media contact 105

Social media contact Contact center software Contact Center Interactive Voice Response 105

GetFeedback

JANUARY 28, 2019

Combine NPS survey results with your CRM. Usually, this is stored in a customer relationship management (CRM) tool, like Salesforce. When you combine your NPS survey data with your CRM data, you can find patterns within segments of promoters and detractors that can help inform future decisions. More NPS survey results analysis.

Surveys 98

Surveys CRM Upselling Analytics 98

JustCall

FEBRUARY 5, 2020

Be it the functions of a sales team or the support, accounting or product management, the education market has been facing the following several challenges with growth. heavy paperwork leading to errors in accounting. CRM – Manage your leads. But before opting for any CRM, evaluate your objectives.

Education 84

Education CRM Sales Upselling 84

ChurnZero

AUGUST 27, 2021

The average CSM has between 16 and 200 active accounts at a time. Multiply that by 30 active accounts, and you’ve lost 60 hours to manual data digging. To eliminate the need for manual data entry, try integrating your CRM with a software solution that can auto-populate data into your document.

Metrics 98

Metrics Upselling B2B Accountability 98

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. Identify critical business challenges and ensure that the CPQ solution aligns with your eCommerce platform , ERP, and CRM.

B2B 40

B2B Sales CRM Finance 40

ClientSuccess

AUGUST 10, 2020

Simply put, customer success platforms now go way beyond the CRM tools of yesteryear. Customer journey planning built directly into your customer success platform that ensures your team is delivering a clear, consistent customer experience for customers regardless of where they are in their account relationship. Ready to learn more?

Upselling 65

Upselling SaaS Accountability CRM 65

Blueship Call Center

JANUARY 27, 2025

Upselling and Cross-Selling : Happy customers are more receptive to additional offerings. CRM Systems : Customer Relationship Management tools help agents access customer information quickly, enabling personalized interactions. Account Assistance : Helping customers manage their accounts securely.

Call Center 40

Call Center Customer Experience Brand ambassadors Technical Support 40

Talkdesk

MARCH 4, 2021

When I was preparing to move from one country to another, I wanted to put all my finances in the right order: close some bank accounts I haven’t been using, ask for bank statements, etc. Integrate the contact center with a CRM or helpdesk. Instead of spending half my day, it should’ve taken only half an hour. .

Customer Experience 94

Customer Experience Banking Contact center software Contact Center 94

OctopusTech

APRIL 19, 2018

And this is where CRM comes in. What is CRM? CRM or Customer Relationship Management is the overall process of maintaining healthy and productive business relationships with existing customers along with winning back former customers and turning future prospects into customers by tracking and analyzing all the interactions with them.

Management 67

Management CRM Upselling Sales 67

TechSee

JULY 17, 2018

Instead of entering his account details, confirming his bill amount, and then entering the 12 digits of his credit card, expiry date, 3-digit security code, and confirming multiple times – he can simply upload an image of the bill and credit card. For example, imagine that a customer would like to pay his electricity bill via the IVR.

Wait times 114

Wait times Interactive Voice Response Self service Call Center 114

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