Amity

MARCH 1, 2018

Yet, if you think you’re getting a full picture of your customer, but you’re not asking them exactly how they feel, you’re missing the point. Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory.

Customer advocacy 73

Customer advocacy Surveys Upselling Feedback 73

CustomerSuccessBox

JUNE 24, 2022

Covering some solid customer success strategies that can help elevate the customer retention process of your SaaS business thereby reducing churn and increasing the recurring revenue. Why you should invest in Customer Success? Customer Success is a core growth driver. Upselling the right way.

Upselling 52

Upselling SaaS Customer advocacy Metrics 52

ChurnZero

OCTOBER 12, 2021

With ChurnZero, they were able to assign a customer health score to each of their clients to gain a better line of sight on accounts at a higher risk of turnover. One of the biggest immediate impacts the team saw was changes in the customer health score after onboarding. Advocacy Hero – Affise.

Healthcare 98

Healthcare Accountability Metrics Surveys 98

Mindtouch

MAY 2, 2018

This presents an interesting challenge to Customer Success professionals, a community whose metrics have traditionally been defined by the sales sphere of influence (chief among them: renewals, upsells, and churn). The objective to offset customer acquisition costs, which in SaaS alone averaged $1.15/$1.00

Customer Experience 59

Customer Experience Customer advocacy Customer effort Upselling 59

ChurnZero

DECEMBER 1, 2023

Customer expansion: identify opportunities for upsells and cross-sells. Customer advocacy: build a network of loyal advocates and gather valuable feedback. What’s the difference between customer success, customer support, account management, and professional services?

SaaS 52

SaaS Customer advocacy Journey mapping Customer centricity 52

CustomerSuccessBox

FEBRUARY 7, 2022

Whether it is to increase retention or find opportunities for upselling or improve the customer health scores, it keeps you proactively ahead. Mostly used for acquiring, analyzing, managing customer information, and planning strategies for marketing as well to maintain good customer relationships. Customer Health Score.

Management 52

Management Customer advocacy CRM Upselling 52

CustomerSuccessBox

MAY 16, 2022

A customer success tool is a software with in-built tools to provide a holistic view of your customer’s account health. These tools provide insights into various metrics that enable your Customer Success team to identify which customers need more assistance, or where there may be potential pain points.

Management 52

Management Upselling SaaS Accountability 52

CustomerSuccessBox

MARCH 17, 2022

A Customer Success playbook is a list of proactive, and best practice actions that CSMs must perform! It is a series of tasks that can be delegated to an account or a group of users at different points of their customer journey to help them adopt your product successfully. Upsell Playbook. Customer Advocacy Playbook.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

Amity

JULY 4, 2017

Yet, if you think you’re getting a full picture of your customer, but you’re not asking them exactly how they feel, you’re missing the point. Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory.

Surveys 66

Surveys SaaS Feedback Customer advocacy 66

Totango

OCTOBER 29, 2019

Customer advocacy. Customer support. Not only will your CS team solve customers’ problems, but they will also help customers have a voice within your company by sharing and acting on their feedback. If you only check in with customers weekly or monthly, one representative can handle many accounts.

Upselling 61

Upselling Customer advocacy Feedback Accountability 61

CustomerSuccessBox

DECEMBER 14, 2021

Following quantifiable metrics can indicate the real impact of Customer Success on revenue: Forecasting Revenue through renewals, upsells, and expansion. Upsells, Renewals, Cross-sells, etc. are the opportunities to expand the business revenue through existing customers. Read : Customer Success KPIs.

Upselling 52

Upselling SaaS Customer advocacy B2B 52

ClientSuccess

OCTOBER 22, 2019

As a CSM or customer success team manager, you’ve probably heard the term ‘customer advocacy’ tossed around a time or two. There’s no denying that this customer engagement trend is here to stay. The growth of customer advocacy has been a boon for customer success teams for a few reasons.

Customer advocacy 40

Customer advocacy SaaS Upselling Accountability 40

CustomerSuccessBox

FEBRUARY 28, 2022

Both the models (customer engagement and customer success), focus on a customer’s journey before acquisition through customer advocacy. Customer Success is all-encompassing and covers customer engagement under its umbrella. LAER model in Customer Success. Who owns the model?

Upselling 52

Upselling Customer advocacy SaaS Education 52

CustomerSuccessBox

MAY 31, 2021

The other responsibilities of a CSM includes- i) Account escalation ii)Periodic health check iii) customer advocacy iv) Renewals and upsells. To know more details about other key responsibilities of CSM, check out this blog – 6 Key Responsibilities of a Customer Success Manager in a SaaS Company.

Management 52

Management SaaS Customer advocacy Accountability 52

CustomerSuccessBox

MAY 9, 2022

While your company can recruit additional Customer Success Managers and improve the customer experience, you’ll also need a Customer Success dashboard that provides revenue insights into every aspect of the customer journey. With more complex metrics, you can take your customer insights to the next level.

Metrics 52

Metrics Upselling Customer advocacy Best practices 52

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. 8. Net Revenue Retention Rate.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

CustomerSuccessBox

MARCH 10, 2022

In order to do so, you need to roll out NPS and customer satisfaction surveys and collect the reviews. For customer advocacy, write case studies, and ask for referrals! Figure out the upselling opportunities and act upon customer retention. And get alerts whenever there is a need to pay attention to their accounts.

Management 52

Management Customer retention SaaS Customer advocacy 52

CustomerSuccessBox

DECEMBER 9, 2021

Just churn does not cover the full potential of the customer success department. This takes into account the downgrades or upgrades with customer growth. This is a simple KPI but takes into account the effect of Customer Success on the bottom line of your business. Know more about NPS here. 5) Expansion MRR.

SaaS 52

SaaS Benchmark Customer advocacy Upselling 52

Nicereply

FEBRUARY 2, 2024

Customer Experience vs. Customer Service vs. Account Management While there are similarities with other customer-facing initiatives, you shouldn’t confuse customer success with other similar terms. You can use the insights to understand your customers and find ways to serve them better.

Education 59

Education Accountability Customer retention Journey mapping 59

Amity

JANUARY 20, 2016

In this article, Catherine Blackmore identifies the different ways each department can drive change by aligning their goals with Customer Success. While the charter of Customer Success is to drive product adoption and help customers unlock the value of your solution, many departments are stuck in red account hell.

SaaS 48

SaaS Accountability Customer advocacy Sales 48

CustomerSuccessBox

JANUARY 10, 2022

In addition, a 32% increase in respondents said that the impact on revenue (89%), such as account expansion and upsell, was an important part of bonus rewards. In addition, a 32% increase in respondents said that the impact on revenue (89%), such as account expansion and upsell, was an important part of bonus rewards.

Management 52

Management Surveys Customer advocacy Accountability 52

Tenfold - Contact Center Blog

JANUARY 17, 2018

To ensure success as an organization, create a team that is structured and accountable to the company-wide goal of improved CX. Typically, a Chief of Customer Success or a Chief Operations Officer captain this initiative. . Purchase – the prospect purchases the chosen product or service, and thus becomes a customer .

Customer advocacy 62

Customer advocacy Construction Upselling Marketing 62

Blueship Call Center

JANUARY 27, 2025

Word-of-Mouth Marketing : Satisfied customers are more likely to recommend your brand to others. Customer Advocacy : Happy customers become brand ambassadors. Drives Revenue Growth A superior customer experience can directly impact a companys bottom line.

Call Center 40

Call Center Customer Experience Brand ambassadors Technical Support 40

CustomerSuccessBox

JUNE 15, 2020

So, to help Customer Success rise up to the occasion, we recently conducted 4 webinars where we invited various industry leaders and discussed how Customer Success will play a massive role for companies to thrive during this pandemic. instead of focusing only on KPIs and metrics it’s important to make the customer successful.

SaaS 64

SaaS Customer advocacy Construction Metrics 64

Totango

OCTOBER 22, 2019

Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Drive customer advocacy by providing a simple, effective onboarding process. Proactively manage customer communications. Paying close attention to any customer feedback. . Best practices: .

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

CSM Practice

MAY 22, 2022

On the other hand, in order to create a profitable Customer Success Framework, one must keep in mind the scope of retaining your existing customer base. It is critical that you not only acquire new customers but also retain them, otherwise you can’t succeed. . Renewals and/or Expansion .

Brand ambassadors 59

Brand ambassadors SaaS B2B Customer retention 59

ChurnZero

OCTOBER 12, 2021

With ChurnZero, they were able to assign a customer health score to each of their clients to gain a better line of sight on accounts at a higher risk of turnover. One of the biggest immediate impacts the team saw was changes in the customer health score after onboarding.

Healthcare 52

Healthcare Accountability Metrics Surveys 52

Avaya

NOVEMBER 8, 2017

Consider that only 14% of customers worldwide feel “extremely confident” in the banking industry , yet bank reliance remains strong. So strong, that the number of accounts at global financial institutions grew by 700 million between 2011 and 2014. In fact, over 60% of global banking customers say it’s important to them.

Banking 40

Banking Multichannel Customer advocacy Upselling 40

ChurnZero

JUNE 28, 2019

If you are a Tetris player or a Customer Success Manager (CSM), you know that small actions can have huge impacts and yield unexpected results. As a Customer Success professional, you should always be thinking one step ahead. But for the feedback that does stick, your account will consider you their customer champion.

B2B 49

B2B B2C Entertainment Customer advocacy 49

SmartKarrot

OCTOBER 8, 2021

Role: Director of Customer Success Location: Remote, San Francisco, CA, US Organization: OMEGA POINT (OMPNT) As a Director of Customer Success, you will focus on customer success as it relates to revenue growth (renewals & upsell). Develop customer advocacy and secure customer success stories and references.

Brand ambassadors 3

Brand ambassadors Upselling Customer advocacy Accountability 3

ChurnZero

DECEMBER 20, 2019

By focusing efforts on retaining active users by iterating their existing services based on rich customer data, companies will have more opportunities to engage, upsell , and ultimately scale. . . Jay Nathan , Founder & Managing Partner, Customer Imperative . The best and worst customers get enough attention.

Chief Customer Officer 61

Chief Customer Officer Sales SaaS Customer centricity 61

SmartKarrot

JULY 8, 2022

Take the lead on the US customer portfolio and services operations. Manage a portfolio of existing customer relationships within the US. Onboard, train, and partner with customers. Build out and maintain a collaborative account strategy for your customer portfolio.

Upselling 19

Upselling Customer advocacy Government Accountability 19

JustCall

APRIL 5, 2023

When implemented correctly, CSM can: Preserve and increase a company’s revenue Increase customer advocacy Drive profitability as well as growth More importantly, customer success software can seamlessly integrate with your company’s existing CRM/help desk/social media management software to provide an in-depth view of the customer.

Management 52

Management CRM Customer retention Self service 52

SmartKarrot

OCTOBER 7, 2021

Develop and implement a framework to proactively identify risks and minimize customer churn. Influence customer future lifetime value through high product adoption, customer satisfaction, and overall customer health. Identify cross-sell and upsell opportunities in order to maximize revenue from existing customers.

Upselling 19

Upselling Customer advocacy Enterprise Coaching 19

SmartKarrot

FEBRUARY 3, 2022

Develop a scalable elegant and innovative customer success playbook that sets clients up for success and maximizes the value of BetterUp Care offerings. Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes.

Upselling 19

Upselling Customer advocacy B2B Accountability 19

SmartKarrot

NOVEMBER 15, 2021

Prepare product or service reports by collecting and analyzing customer information. Communicating with customers and lenders directly. Maintaining records for client accounts. Collaborating with a variety of different departments to better serve the clients’ needs, such as the accounting and marketing departments.

Real estate 19

Real estate Inbound sales Upselling Customer advocacy 19

SmartKarrot

SEPTEMBER 2, 2021

Role: Director, Customer Success Location: Boston, MA, US Organization: ECI As a Director of Customer Success, you will establish relationships with key decision-makers among clients to effectively manage expectations. Retain your install base revenue and proactively upsell additional products and services to your customers.

Upselling 19

Upselling Customer advocacy Banking Enterprise 19